Trading Platform Implementation - Business Analyst• Created a data workflow as a conversation facilitator to provide a visual representation of the InvestCloud platform• Presented advantages and disadvantages of platform implementation with 3rd party vs. existing trading platform• Conducted weekly meetings to present project deliverables and updates enabling the client to initiate utilization• Constructed a Roadmap to track key milestones in project deliveryWealth Platform Development - Product Owner• Determined business requirements for technology enhancements in the client’s banking platform related to the Business Mandatory workstream• Managed the specifications needed for nearly 400 tasks for platform releases• Facilitated daily meetings (built agenda, action items, key takeaways, and follow-ups) with working groups across 10 initiatives to provide a consistent exchange of informationWealth Platform Change Management - Project Manager• Streamlined the organization of internal artifacts to manage internal consulting group workflows• Conducted project tracking through status reports and proactively identified potential risks and issues• Conducted end-to-end reconciliation and QA on the documentation for 9 initiativesTrading Platform Development - Business Analyst• Researched, gathered and synthesized information from third party data provider to map system data to platform• Drove data efforts with client teams to drive mapping, integration and development efforts• Completed API and file-based data integrations between legacy system, recordkeepers, and third-party fintechs• Conducted end-to-end testing of a fintech wealth management platform for a successful launch to end users

• Constructed managed account portfolios pertaining to specific client situations up to $10 million daily• Researched Fund advisory and Separate Account managers for large case portfolio construction• Aided external associates with statement and current asset analysis• Provided advisers with talking points for client portfolio analysis and proposal presentation• Partnered with external associates to provide onsite presentations for advisers• Teamed with the financial planning team and external associate to organize and conduct regional adviser meetings• Facilitated webinars for adviser training of our research and trading systems• Developed training SmartDocs to navigate the trading and research features of Envestnet

• Partnered with various internal New York Life departments, external client’s and NYL advisors to ensure workflows were operating effectively and efficiently resulting in decreased escalated cases to management• Trained Eagle Strategies advisors on two new systems; Envestnet and CAT 2• Drafted a training manual for future staff, which covers all aspects of Operational processes• Facilitated webinars to explain the transfers and new accounts processes• Presented at Bootcamp to educate advisers on different processes and procedures• Researched inbound securities to ensure suitability standards are met which resulted in maximum recapture of contingent sales charges applied to client accounts• Compiled critical trade account information to respond to inquiries from clients and advisors acting as a conduit between internal departments and its customers resulting in resolution of 40 issues per day

• Coordinated the migration from Legacy products to core platform• Led a training program for new consultants to ensure maximum efficiency in processing and evaluating $2 million in new accounts each day• Analyzed account review data to develop and employ strategies to increase account processing productivity by 50%• Performed compliance analysis on checks received from high net worth clients to ensure a smooth transition• Reviewed and processed Source of Funds forms to facilitate proper fund transfers of up to $1 million each• Tested and provided feedback on the Client Analysis prefill tool developed and utilized by Eagle Strategies, LLC• Resolved adviser questions, concerns and complaints to ensure successful utilization of resources regarding new and existing accounts