Technical Consultant
Current- Provide clients with insights to develop solutions that address technological business challenges and improve workflow efficiencies. - For Linscomb & Williams, a Registered Investment Advisor and Wealth Management Firm, worked with staff to customize a software overlay for Tamarac CRM and Advisor View Software that automated and streamlined revenue attribution reporting for their wealth advisors and solicitors.- For Plus4 Credit Union, worked with staff to create an IT disaster… Show more - Provide clients with insights to develop solutions that address technological business challenges and improve workflow efficiencies. - For Linscomb & Williams, a Registered Investment Advisor and Wealth Management Firm, worked with staff to customize a software overlay for Tamarac CRM and Advisor View Software that automated and streamlined revenue attribution reporting for their wealth advisors and solicitors.- For Plus4 Credit Union, worked with staff to create an IT disaster recovery runbook for executive staff. Documented steps to effectively mitigate emergencies and or disasters that may affect the organization’s network and computer infrastructure. Served as backup for MIS director for onsite technical support and resource. Show less