I help financial services clients optimize their technology operating model by leading solutions workshops. I'm skilled in diagramming tools, such as Microsoft Visio and LucidChart, and whiteboarding tools such as Mural to help facilitate large meetings. These efforts lead to significant efficiencies, reduction of technical debt, and helps clients in their digital transformation journey.Another responsibility of mine is Chairperson of a Steering Committee, comprised of senior directors across the enterprise, focused on development and execution of strategy to provide solutions for a new sales channel. This requires close collaboration across our Sales & Client Solutions, Product, and Engineering teams and conducting frequent presentations on our progress.I'm also passionate about giving back which is why I lead the Retention & Advancement pillar of the LatinX BRG.

As a Principal Customer Success Manager I covered some of our largest global accounts, working with asset managers managing a combined $2 trillion in AUM. In order to achieve my KPIs I routinely met with Chief Investment Officers, Portfolio Management teams, and Wealth Managers to discuss industry trends and challenges and how our solutions could help. This included discussions on cloud capabilities, APIs, and the proliferation of data (especially ESG) in investment management. This required close coordination across the globe working with local support resources to ensure a consistent, high degree of support. Additionally I managed a team member based in Europe who covered two of Europe's largest global banks.

I tailored complex Excel models of financial statements including historical and pro-forma data utilizing FactSet and Excel functions (including Visual Basic for Applications) to meet client requirements. I frequently met with and mentored new hire consultants to assist with execution on projects and provide guidance in the early stages of their careers

I received the quarterly Global Client Satisfaction award based on client survey scores by delivering superior client service via e-mail and phone to clients globally on the support desk. I was the local support resource for a global asset manager and large asset owner responsible for retention of $6M in annual subscription value (ASV).

-Researched commercial and industrial real estate for potential business-Completed appraisals of properties for government appeal boards-Assisted service staff with filing and documentation of personal property returns