Kristin Russell Email & Phone Number

New Fairfield, Ct, Us

Remote

As a Solution Design Lead at VestmarkOne, I lead the implementation of new clients onto the Vestmark platform, including data integrations, account conversions, requirement gathering, trading, and reconciliation. I design and implement solutions to improve user experience through client change requests, which could include bringing on new programs for existing clients, while ensuring that the designs are in line with client and company objectives. I also develop strategies to optimize the workflow process; increasing client satisfaction by overhauling the metascrum process and prioritization through metrics. By employing Agile methodologies and working directly with scrum teams, I ensure that projects are implemented quickly, cleanly, and in line with project plans and major milestones.

As a part of the solutions team I am a scrum product owner specializing in financial services. I am responsible for executing the external partner's vision by effectively guiding new client implementations.

Wakefield, Massachusetts

As a Staff Trainer with Vestmark I develop, market, and deliver onboarding and upgrade training to Vestmark clients externally, including financial services firms, financial institutions, asset managers, and traders. I also deliver ad-hoc demos and present new release functionality for prospective clients. Internally, I create and deliver presentations and classes for Vestmark staff on product functionality as well as client and industry changes and updates.

Greater New York City Area

As a market technology specialist I am a field facing platform consultant for 1251 Avenue of the Americas, White Plains, and Fairfield County Connecticut. My expertise is the translation between UBS platforms and how employees interface with it to provide holistic wealth management. My clients utilize my skill set not only for understanding technology but how to evolve their practices to be more efficient, productive, and how to best deliver the firm.

Series 7, 66, 9 & 10 registeredAs part of a financial advisor team, I am the first point of contact for clients. I specialize in providing exceptional client service, while performing account opening, on-boarding, financial planning and trading activities. I was awarded a 2016 Banking Champion Recognition award for dedication to UBS client's banking needs.

Westport, Connecticut

As a branch service associate, I manage trade process, settlement and control for transactions, interacting with the middle and front offices to resolve trade discrepancies or operational risks. I manage transactional and settlement queries from external and internal clients, such as trading counterparties, front office and finance. I ensure that control processes and procedures (reconciliation, payments etc.) all comply with UBS standards, policies and regulatory requirements, while supporting ongoing client, regulatory and audit requirements on regular and ad-hoc basis. I also provide reporting to internal and external clients, and support ad-hoc projects (including process review and change).

New York, Ny

Assisted with mergers and acquisitions by performing due diligence, research, and document preparation.

New York, Ny

Wrote content for epicurious.com and style.com; edited articles, oversaw photo shoots, and assisted segment for CBS Early Show

New York, Ny

Wrote daily P&L reports for traders

Doctor Of Law (J.D.), Law

Undergraduate Teaching Assistant, Entrepreneurship; Staff Writer, Journal of Civil Rights and Social Justice; Community Outreach Chair.

Master Of Business Administration (Mba), Mba

Bachelor Of Arts (Ba)