- Directed strategy for Product Development, Platform Data Management, and Glew Advisory Services teams.- Oversaw continual enhancements and implementation of best practice standards within the Operations department. - Advised on Company objectives and aligned Operational controls to ensure targets were being met or surpassed. - Escalation point for customer concerns and 3rd party engagements. - Champion for empowering employees with the right tools for success by setting resource goals, procuring software, modernizing SDLC methodology, and streamlining SOPs.

- Oversight of break-fix activities within Product Support team.- Coordinate and execution of data integration initiatives for new connections and maintenance to existing connectors.

- Certified SCRUM Master acting as the Product Owner leading two SCRUM teams with a focus on Advisor and Investor experience platforms- Manage mobile app development (iOS/Android) for investor portfolio and account information. In addition to overseeing the conversion to a common mobile codebase - Govern the web portal development for Advisors to leverage while servicing Investors- Facilitate sprint cycle focus, integrating customer feedback and product roadmap, while ensuring alignment amongst parallel product teams and Product Owners- Aid in the implementation of SAFe methodology firm-wide

- Responsible for product requirements and product direction- Ensure roadmap deliveries and deployment cadences are on track - Collaborate in building overlay training for customers on the firm’s core platform

- Responsible for facilitating business requirements elicitation sessions and documenting Service, Trading and Operational needs - Act as the lead BA for a new service ticketing system and case management platform- Document end-to-end current and future state workflows, as needed- Assist in agile rollout cadence, knowledge transfers sessions and user stories refinement sessions- Perform high level, UAT, validation inclusive of identifying defects and correlating priority assignment

- Provide analytical support on various business process improvement efforts inclusive of: commissions platform transformation, eFax system, and acquisition onboarding activities- Act in a BA support role on the replacement and overall transformation of LPL’s commission system Provide requirement analysis and refinement

- Engaged in a project that uses the SDLC to improve existing processes and create new processes for Grand Rounds webinars at Brody School of Medicine and Vidant Hospital - Utilized interpersonal skills to communicate across various business units

- Contributed in the analysis of 27 new listings totaling 78 million worth of net-lease properties- Gathered financial data and evaluated market metrics for the creation of offering memorandums and broker value opinions- Conduced marketing campaigns around top developer prospects in the Southeast- Modeled property level data in order to assess risk factors for 10/31 tax exchange buyers

- Responsible for deliveries of merchandise, maintain direct communication with companies, as well as individual consumers.- Performed on sight sales to customers and consumers on both construction and business locations.