-Client focused product strategist responsible for building FactSet’s CORE Analytics tactical and strategic product roadmaps with an emphasis on long term disruptive strategies with strong ROI results.- Conducted external market research including market validation interviews, win & loss conversations, competitor analysis and strategic product roadmap discussions in order to better understand the competitive landscape, overall market and client workflow needs for major client types- Institutional Asset Managers, Wealth, Asset Owners & Allocators, Insurance Companies and Hedge Funds.-Collaborated with internal stakeholders across the Analytics Business Unit and the FactSet enterprise to deliver strategic product outcomes that enhance our position across the portfolio lifecycle and support clients & FactSet in their digital transformation journeys.-Conducted due diligence evaluations of acquisition and partnership opportunities to fill in strategic product and workflow gaps within the CORE analytics product offering and overall portfolio lifecycle.-Leading FactSet’s Private Markets Analytics initiative and executed multiple strategic partnerships to enhance the overall product offering. -Responsible for the go to market process including pricing & packaging, marketing, white papers, and sales enablement collateral to increase brand awareness internally and across the overall market.

-Leader on sales projects and opportunities related to credit analysis, fixed income portfolio management, multi asset class risk and cash flow analysis in the Midwest and West regions.-Manage a sales pipeline by executing on strategies to ensure goals are met quarter over quarter -Develop fixed income and multi asset class software solutions to solve complex investment process problems in the front, middle and back office.-Collaborate with development to create product enhancements and new products which will serve the needs of our existing and prospective client base. -Project manager for large-scale implementations of FactSet’s fixed income and multi asset class risk software.

-Work in conjunction with the national sales team to increase client usage and improve relationships across all of FactSet’s fixed income clients.-Coordinate with national sales team to identify areas within our existing client base where FactSet can expand its software services and displace competitor products. - Leader on the national fixed income consulting team. Responsibilities included training new consultants, working with management during the hiring process, conducting quarterly account reviews and developing strategies on how to drive software usage across FactSet’s client base.-Mitigate client cancellations across the fixed income user base in the United States

- Consulted 20+ clients in the Midwest and West regions on how to effectively implement and leverage FactSet for their investment workflow needs.- Consulting activities included creating credit models, decomposing attribution analysis, conducting asset & liability tests, training new users and implementing new investment ideas to improve efficiency of the fixed income investment process and increase profitability- Delivered high level of on site customer service in the financial software sector

- Perform credit analysis and reviews on clients in the Madison and Janesville area. Analysis included evaluating cash flows, credit ratios, pieces of collateral and risks of the client’s business. -Worked in coordination with senior bankers to provide credit review presentations for the loan committee.-Completed banker training courses in financial statement analysis, cash flow analysis, commercial loan structure, treasury management and developing a cold call program

-Customer service representative responsible for conducting client transactions as it relates to deposits, withdrawals, loan and credit card payments, and transfers, and any other banking questions related to the clients account. -Accountable for daily business banking transactions. -Provide overview of different banking products that may be beneficial to the client. -Accountable for balancing of cash drawer and vault, handling of money, organization of payments, and daily closing procedures of the bank.