Joseph Cornish Email & Phone Number

Stony Brook, NY, US

New York, New York, United States

• Team building: Assembled strong, self-sufficient teams in client support and implementations. Constructed training courses for new support members, including eLearning videos for self-directed lessons. Provide support.
• Cross-Functional Collaboration: Lead and oversee all major project work on a global basis. Manage and maintain client relationships. Worked with numerous cross-functional teams to implement the first Portfolio.
• Organization & Documentation: Implemented Salesforce cases, created SOPs for all OMS work. Oversaw the creation of an internal reference database to utilize as a reference point and storage facility for complex.

New York, New York, United States

• Implementation Oversight: Manage all aspects of OMS implementations. Provide product support, including maintaining and reporting on the health of client relationships.
• New Hire On-Boarding: Spearheaded the creation of an on-boarding process for new OMS team employees. Worked one-on-one to mentor new team members.
• Presales Process: Participant in the pre-sales process focused on vetting OMS clients to ensure the product will support their business.

Greater New York City Area

• CAT/Regulatory Oversight: First point of contact for the SEC/self-regulatory orgs on all aspects of the CAT reporting; Onboarding of broker-dealers to the CAT system, including managing authentication and entitlements.
• System Support/Administration: Work with software engineers to develop, schedule, and communicate system updates/code rollouts.

Greater New York City Area

• CAT Development/Implementation: Assisted in development of CAT Compliance Solution (CCS), a big-data financial platform; Defined lifecycle event models to be leveraged by CCS on ingested order flow.
• Client Strategy/Engagement: Established all aspects of client implementations, from initial contracts through launch/go live; Engaged clients to better position product offerings and identify gaps.

Greater New York City Area

• Client Relations: Increased trader access to brokers while achieving significant cost savings for the client on the new system configurations and roll-outs; Produced gap analysis to promote high client satisfaction.
• Operational Oversight: Maintained continuous alignment of implementation scope with business objectives, making modification recommendations for the project to enhance effectiveness of software rollouts.

Greater New York City Area

• Account Management: Directly managed 25+ commercial accounts generating millions in annual revenue; Built credibility, established rapport, and maintained communication with client stakeholders at multiple levels.
• Product Development: Reviewed early versions of tech features, liaising between customers and product managers to provide recommendations for key improvements; Defined lifecycle event models to be leveraged on ingested.

Greater New York City Area

Greater New York City Area

Greater New York City Area