Vice President Of Information Technology / Practice Manager
Sharp Advisors (Now Merit Financial)
A Leading financial planning firm with LPL Financial. Long-term tenure with the company. Began as the IT Manager and earned a successful promotion to VP of Information technology to establish and implement the technology strategy for a company. The company was sold to Merit Financial in December 2019.Responsibilities:- Communication of technical expertise to support the strategic initiatives and operational efficiencies of company-wide data reconciliation- Engagement with business partners; identifying; requirements, and gaps; aimed at technology-driven transformation- Responsible for customer success duties including creating playbooks, and KPI measurements like Customer Health Scores (CHS) and Net Promoter Scores (NPS) scores.- Evaluation of tools, technologies, processes, and capabilities- Management of technology expertise, and oversight of IT design and development- Development of the design architecture for data reconciliation projects employing sound solution practices- Delivery of artifacts, technical analysis documents, and architectural designs meeting business requirements- Leadership and support of proof of concepts, tests, and learning activities- Collaboration and development of relationships with delivery teams; through sharing and leveraging best practices and solutions- Mentoring and guiding peers and junior talent; creating a pool of technically strong subject matter experts