Supported daily essential functions of firm-wide CRM for 250+ users across multiple lines of business, which included: Inside and outside Institutional and Mutual Fund sales, Portfolio Management, Client Services, Corporate Finance and the Executive Committee.Provided support for remote offices accessing CRM via Citrix.Created custom database queries using the SQL query builder.Determined, created and managed all CRM custom reporting needs using Crystal.Created custom forms and views in CRM.Coordinated the move of enhancements from development to production.Developed training agenda for new CRM users.Strengthened end user acceptance by conducting regularly scheduled training sessions for all CRM users.Created detailed technical and end user documentation.Created and maintained daily issues log using Microsoft Sharepoint.Analyzed and resolved software issues in a timely manner to ensure high end-user productivity.Created DTS packages using Scribe migration software to import contact and account records into CRM from a variety of internal databases to streamline workflow.Launched de-duplication process quarterly using Qgate Paribus software to maintain CRM data integrity. Collaborated with fellow CRM team members to successfully test, upgrade and install CRM firm wide.Participated in the selection and implementation of Pyxis Mobile mInstitutional as the CRM mobile solution for Blackberry users.Managed Pyxis Mobile mInstitutional upgrade project to redesign application architecture and implement new requests for user functionality.Daniel Tunstall

Assisted clients in the sale and purchase of residential properties.

Worked with investment departments to build a plan to integrate old Liberty Financial offices with Fleet offices and data center in New Jersey.Worked with Compliance department to determine reporting requirements and, along with team, built and scheduled the automation of the reports.Replaced various legacy systems and processes to more up-to-date solutions, while ensuring all applications were Y2K ready.Identified and evaluated system and production problems and coordinated solutions.Supported Equity and Fixed Income trading desks by analyzing and resolving software issues in a timely manner.System Administrator-Mutual Fund AccountingWorked with Mutual Fund Accountants to price mutual funds on a daily basis.Created and distributed daily pricing reports.Priced securities using various pricing sources. Muller, Merrill Lynch, Quotron and Bloomberg among sources used.Transmitted daily NAV's to various news wires.Collected and processed corporate action data.Managed records and retention for day-to-day mutual fund accounting documents. Manually entered mutual fund equity and fixed income trade tickets on a daily basis.Pricing Clerk-Mutual Fund AccountingManually entered mutual fund equity and fixed income trade tickets on a daily basis.Distributed pricing reports to organization.Managed records and retention for day-to-day mutual fund accounting documents.

Analyzed business partners operations to understand their strengths and weaknesses to determine opportunities to automate processes and functions.Assisted in the business process redesign and documentations needed for new technology.Participated in the selection and implementation of a combined equity trade order management system for the entire Columbia Management Group, including sites in Portland, San Francisco, Chicago, Boston and New York.Met with Portfolio Managers and assistants to ensure all order management reporting needs were carried over to new trade order management system.Worked with team to devise and implement disaster recovery plan.Traveled to offsite location for disaster recovery plan testing.Worked with application vendors to analyze, then modify, upgrade, or replace application functionality based on observations and discussions with investment professionals.