Emily Edelstein Email & Phone Number

Analyzed, developed, tested, and delivered large- and small-scale systems projects for retail and institutional Broker-Dealer portfolio/ accounting and reporting technologies• Improved application usage and functionality for advisors and end clients aggregating over $272B in net assets• Reduced annual expenses $2-3 million• Maximized efficiency by creating, implementing and managing, 3+ year road maps to align with company strategy• Ensured applications met appropriate information risk management requirements and internal controls were in accordance with the company standards

Managed large scale systems projects for Broker Dealer and Investment Advisor related technologies from the business perspective• Facilitated and evaluated meetings and workshops with clients, stakeholders, and technology• Created user requirements documents and managed IT solution life cycle• Implemented changes and developed high quality presentations

Primary liaison between business line and technology departments in defining product requirements relating to 500+ client base with over $650B in net assets• Project leader of initiatives for improved effectiveness of web based portal, numerous accounting and reconciliation projects, and new technology platforms• Designed new trust accounting and ERISA related client reports • Managed day-to-day relationship with key vendor

Directly managed multiple units responsible for the daily, weekly, monthly, quarterly and annual reporting for a client base primarily consisting of corporate and public employee benefit plans, endowments and foundations, and Taft-Hartley funds• Responsible for the planning/coordination of workflow and resource allocation • Provided key performance indicators to senior management • Presented gap analysis and established relevant controls to mitigate operating risk levels

Provided client service to multiple plan sponsors aggregating $15+ billion in net assets.