Jake Barry Email and Phone Number

By providing one complete cloud payables management system, Tipalti automates payment operations for companies across the world, dramatically reducing the time, resources and costs dedicated to managing global pay-outs, removing compliance and fraud risk, and enhancing the customer's pay-out experience.

Stride’s customer data platform bridges the gap between your legacy marketing cloud, your best-in-class point solutions, and the digital experience you want to deliver. Stride connects first-party data from any source, in any format, and creates a holistic customer profile that updates in real-time. Stride enables marketers to create highly personalized customer experiences using rich audience segmentation and hyper-targeted campaigns without IT or engineering.

• Designed and implemented customized, compliance-approved client facing portfolio analysis reports. • Actively reviewed client account asset allocation for optimized alignment with investment objectives. • Maintained a recommended list of investment managers for active use in client portfolios using internal and third party research tools.• Met with investment product wholesalers and prepared product summary for Senior Financial Advisor.• Prepared client portfolio review meeting reports• Developed digital outgoing client communications program• Monitored client contact frequency • Collaborated with internal specialists to identify new business opportunities with existing clients.• Initiated and completed client account transfers and updates. • Successfully completed all firm required continuing education