My extensive knowledge of the Financial Services Industry gives me unique insights for managing Wealth Management Software applications. Former Addepar employee, now specializing in Architecture, Implementation and Data Quality for the RIA/Family Office Space.

Spiff automates and optimizes commissions plans (goodbye Excel spreadsheets) and motivates commissioned reps.Our goal is to solve the headache of running commissions for the finance team, reduce friction between finance and sales, and increase sales performance.

- Advanced Knowledge of Financial Accounting, Securities data, Financial Reporting, Complex Performance Metrics (TWR, IRR, Standard Deviation, Alpha, Projected Cash Flows, Fixed Income Accruals)- Subject Matter Expert providing company-wide support for the modeling of Financial Derivatives and financial modeling of Addepar's Billing Engine- Certified Addepar Power User, Firm Administrator - Assisted Enterprise Level clients in managing complex performance reports and solutions using Addepar for Ultra High Net Worth clients- In-depth understanding of the Family Office and Registered Investment Advisory space- In-depth understanding of Transactional Data Feeds from the top global financial institutions and banks

- Responsible for retention of SAAS clients in a very "price-conscious" industry - Constant communication with Registered Investment Advisor's and Family Office executive teams in order to meet any client needs during the software renewal period. - Interfaced with internal software teams to ensure smooth functionality and address ongoing issues during sensitive renewal periods. - Interfaced with internal legal and business teams to come to an agreement on SAAS licensing and Stock Market Data liceneses and contracts.

- Managed a book of business with over 500 clients, providing financial and retirement advice and guidance- Responsible for meeting Retail Individual Retirement Account Sales numbers and an annual client retention metric- Retirement Account advisor, Retirement Account Advanced Tax knowledge- 401(k) Sales Outreach for clients above $250k in assets- Licensed Financial Advisor (Series 7, 63, 66)