Assist with day-to-day data management needs of the portfolio management system (Orion).Assist with quarterly statement & management fees processAnalyze and push the functionality of client relationship management software (AdvisorEngine)Identify areas of improvement within the technology stack and integrations and develop solutions

Managed CRM implementation, created and rolled out workflow processes, and delivered firm-wide training on all best practices for CRM. Created ongoing audit maintenance reporting to keep data standardized and organized. Identified areas of improvement and coordinated across teams to enhance adoption and functionality of CRM.

Assisted Relationship Managers in servicing requests for approximately 200 clients. Collaborated across departments to incorporate Financial Planning department through a new streamlined and efficient internal process.

Managed day-to-day operations, reporting design, and implementation of PortfolioCenter to Orion transition while COO was on family leave. Developed processes/reporting within and maintained client portfolio management database.

Research and compile player news, trends and statistics. Write a weekly fantasy football advice article using researched statistics and my own knowledge to help fantasy football players.

Managed portfolio of over 1,000 commercial real estate professionals in the Long Island market. Grew database by building relationships with clients as well as prospective clients. Researched sale comparable reports to assist clients in investment decisions.

Worked within client services and operations to support client relations, client retention and new business