• Managed professional services projects and programs ranging from client implementations, integrations, ad-hoc client technical support initiatives. • Enable client success on EnAct, a Microsoft Dynamics CRM solution by managing cross-functional teams, manage budgets up to $100k and deliver within timelines• Increased operational efficiency by 60% in scaling PMO, Application Support and Operations departments by automating project cost management tools and designed specifications of SharePoint site utilized for communication for clients, executives and teams• Recaptured annual license revenue from 50% of client base by conducting license audit and empowering Client Partner to manage relationships proactively with data

• Creator of ecommerce-only jewelry brand featuring a modern classic style • Oversee supply chain management, end-to-end product design and development, sales and marketing strategy • Drive 1000%+ YOY sales growth through email marketing, social media campaigns and collaborations• Build and design online shop, utilizing self-styled product photography, graphic design and user-centered design principles

• Spearheaded business analysis, specification and integration of new Order Management System for equity trading desk, specifically: requirements gathering, UAT (User Acceptance Testing) testing and coordinating implementation with lead developer• Established corporate precedent for modern technology transformation in Trading and Trade Operations systems by buy-in from key stakeholders and successful implementation of OMS• Directed FIX Certification testing for trade execution with head traders, back office and external software vendor• Performed and certified all systems analysis applications for Disaster Recovery test• Served as subject matter expert and application systems support for users on Trading and Portfolio Accounting business applications

• Project lead for research, development and testing of iQuantum, a web-based risk analytics and attribution software built from Wilshire’s equity research & proprietary risk models• Develop specifications for data management and data architecture into system using SQL Server• Manage automated testing suite to debug and improve software performance• Research all asset class data and interpret performance and risk calculations to assure accuracy of reports• Developed and executed test plans critical for software development release cycles (SDLC)• Handled QA effort in data transition project between legacy systems into new system• Collaborated with front end engineers on UX/UI design of GUI

• Managed multiple projects with programming development team to create SQL-server based solutions that enhanced quality of services and products for fee-based programs• Expanded fee-based advisory business operations department with marketing and excellent customer service initiatives• Developed and implemented new pricing models resulting in an increase in revenues by 200% • Trained and supported financial advisors and their staff on Advent Browser Reporting system• Supervised and trained employees on Axys database administration and management • Established streamlined processes for maintaining and troubleshooting all daily data processing of over 10,000 client files, prices and security information into Advent Axys system • Created Excel macros and Axys scripts for data validation• Coordinated and implemented project involving three departments to develop a new account database to streamline process and increase efficiency measured in time by 270%• Collaborated on design of account termination system utilizing Active Server Pages (ASP) & SQL server database• Previously held FINRA Series 7 & 66 licenses (under Associated Securities Corp.)

• Daily duties included reconciliation, portfolio accounting and performance reporting of client portfolios with assets in excess of $40 million • Supported Portfolio Manager with researching equity and fixed-income securities analytics in Bloomberg