Ethan Caruso Email & Phone Number

Chicago, Illinois, United States

Collaborated within the business enablement enablement team to create flows, automations, and enhancements across multiple banking groups, accounting, marketing, and talent. Utilized Salesforce Flows, Digital Experiences, Workbench/SOQL Queries, Conga Solutions and RPA Builder processes to drive enhancements & automations.

Chicago, Illinois, United States

Served as the solo administrator for the Private Wealth Management Salesforce org with over 325 users.Supports Salesforce integration to Practifi, documented complex business process features, conducted discovery and demos of core functionality, internal analysis of field usage, wrote and tested user acceptance testing stories.Collaborates with front end stakeholders to identify project needs, communicate deadline estimates and product capabilities, conduct data analysis, develop, and present proof of concept to collect feedback for development.Manages PWM side of Cross-Sell-Referral process and generation of Investment Banking leads being sent over from Investment Banking instance of Salesforce to the Private Wealth Management Salesforce Org. Guides Salesforce side of Integrated Financial Services integration by acting as the SME to support pilot test groups, interface with stakeholders, conduct process analysis, and communicate project risks and blockers. Maintains standard objects configuration and created custom objects, modified, and adjusted page layouts, wrote validation and workflow rules, created process builders and flows, performed data analysis & data cleanup.Oversees PWM Salesforce integration with LinkPoint, a third-party software that connects Salesforce to Outlook, to optimize client communication, email storage, and activity tracking of clients. Operated Salesforce support inbox to quickly support & troubleshoot issues, research solutions, promote best practices and provide excellent and rapid communication back to end users. Utilizes SCRUM and Agile methodology to manage workload and collaborate with Salesforce product delivery team while providing optimal deliverables and improvements in a timely and efficient manner.

Chicago, Illinois, United States

Champaign, Illinois, United States

Served as the executive liaison to the administrative and advisory staff for Illini Service Dogs to streamline communication and efficiency between on-campus and off-campus staff and participating members.Led a student organization of over 70 students to educate the local community about disability rights and culture while training dogs 3-5 times a week to become world class service dogs and provide them for no cost to hostsOverhauled pre-existing policy and safety regulations during the 2020-2021 school year to adapt and mitigate COVID exposure risks and maintain on-campus operations that led to the successful graduation of two service animals from the program

Chicago, Illinois, United States

Collaborated with Salesforce Admin team to analyze over 5000 orphaned client accounts and create a centralized sorting process through master orphaned contacts to mitigate data automation inefficiency Provided Wealth Advisory teams with detailed report generation and list views of internal contact and client account data to better visualize and coordinate large scale changes to advisory team’s dataUtilized Dataloader.io and field mapping to implement mass contact updates to the local Salesforce systemMerged archived contact data and modified opportunity & contact permission sets to maintain privacy standards

Urbana-Champaign, Illinois Area

Designed and handled graphic design requests from the gaming community on campus to develop flyers, posters, banner, stream overlays, and shirts for their social events

Chicago

Created an introductory guide for generating multi-variable Salesforce reports to distribute to advisory teamsAssisted support staff with process of federating client account recordsWorked with senior wealth adviser to create a regional database of prospective clients

Chicago, Illinois

Coordinated account transfer and upload of 30,000 client accounts from Advisor view to Salesforce to increase efficiency within the Private Wealth Management department and software integration Assisted financial advisers in updating and creating new Salesforce records for client accounts and prospectsLeveraged Microsoft Excel and critical thinking skills to increase operational efficiency and set the foundation to automate the process of matching and integrating client accounts across multiple financial platforms.Executed deliverables within an Agile environment through sprint planning, daily SCRUM, communicating progress, raising impediments early, and supporting team members to ensure a timely project completionResearched and presented new methods of facilitating and expanding the department’s usage and understanding of Salesforce

Utilized the Point of Sale system to record and process transactions for orders via in-store, take-out, and Grub Hub to ensure the orders arrive in a quick and organized mannerEducated and trained first-time employees on how to properly communicate and socialize with customers, as well as food safety conduct in regards to storage, handling, and serving food