Lost 20 lbsMultiple roadtrips to National ParksRiding and working on motorcycleread some great books

I help manage complex CX programs for clients in the Finance, Government, and Education industries (occasionally crossing into healthcare where there are intersections).

Using an agile approach, designed processes within a new organization, including workflows, cross-functional team interaction and client fulfillment across 16 processes with 35 measures to ensure successful delivery across the customer ecosystem. After diagnosing the current state during month one, designed and implemented the operational client-facing organization within 8 months.

Managed project delivery through the software lifecycle for 6 SAP and/or specialty software licensing international clients, resulting in over $50M cost savings/avoidance.

Ensured sales compensation accuracy for the products sold by analyzing over 1,000 sales opportunities, handling exceptions, and working through conflicts with the client team and leadership, enabling the reconciliation of over $30M in global transactions and preventing $10M in errors.

Associate 03/2018 - 02/2019E*TRADESupported 4,500 clients across investment and retirement assets. Student Analyst 12/2013 - 01/2015Global Financial AdvisorsModeled and forecasted industry and company analyses using financial ratios, and valuation methods/ metrics to determine the intrinsic value and derive a buy and sell price. Researched multiple small and large cap companies using a variety of tools (Compustat, Bloomberg, SEC filings, etc). Made recommendations to portfolio managers and executives based on industry and company.