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.
• 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.