Michael Roussy, Cspo® Csm® Email & Phone Number

Bellingham, WA, US

Bellingham, Washington, United States

As a Product Manager at OneVest, a prominent Canadian FinTech specializing in Wealth Management, I leverage extensive financial services knowledge and expertise in Salesforce to lead the Enterprise Experience team. Tasked with orchestrating OneVest's expansion across Canada and into the United States, I spearhead the Go-To-Market (GTM) strategy. This.

Seattle, Washington, United States

• Refined Salesforce product strategies and roadmaps, taking development activities from ideation to roadmap development to launch, furthering the company’s $1 trillion wealth advisory business.
• Developed and enhanced product features, and deliverables with customer User Stories.
• Collated and curated user experiences, deploying Agile methodologies to guide development efforts that achieved an estimated $7 million in savings.
• Designed impactful Client View and Practice View dashboards and portals to provide a holistic view of client portfolios, rolled out to over 8,000 clients and users across the enterprise.
• Conducted regular Scrum style sessions to address product development roadblocks.
• Advocated for a high touch model of client engagement to ensure successful implementations, a 15% increase in successful product adoption, while raising customer satisfaction scores by 10%.

Bellingham, Washington

• Supported internal Salesforce offerings through gathering feedback to optimize the client-side experience, increasing key KPI scores while generating an additional $20 million in net new assets.
• Conducted client solutions requirements gathering sessions to review needs, specifications and objectives while acting as the Pacific Northwest Region’s Salesforce SME.
• Supported and guided clients through migrating from Legacy systems to Salesforce to improve data capture and insight analysis,
• Structured outcome focused agile backlog management, sprints, documentation and iterative quality assurance testing.
• Provided client advisory around financial planning and wealth management, focus on reducing exposure and elevating the overall risk management posture.

Denver, Colorado

• Analyzed and reviewed client portfolios to review current positions and alternative strategies.
• Delivered feedback on financial statements, addressing and responding to concerns and queries.
• Conducted deep-dive market analyses to maintain an awareness of trends and movements impacting client investments.

Denver, Colorado

Performed technical analysis of market conditions, risks, strategies, and charts in order to advise clientsEducated clients on fundamental analysis concepts of cash flow, inflow/outflow, rate of return (RoR), return on investment (ROI), and income statements; completed stocks and options trading on clients’ behalfRanked in top 3% QOQ for client referrals.

Denver, Colorado

Explained market conditions/trends, equity compensation, and corporate stock plans with restricted stock awards, restricted stock units, incentivized stock options, and employee stock purchase programs to clients

Remote

• A 501(c)3 non-profit, providing resources and guidance to girls and young women to help increase professional and academic outcomes. Key responsibilities include:
• Providing coaching and support on effective Salesforce use that has increased program outreach and partner engagement by over 25% to date.
• Re-engineering key donor information and grant record management processes, innovating a data deduplication process to enhance data quality.
• Designing user Salesforce capacity building initiatives to energize fundraising and program planning.
• Deliver ongoing support to address user issues and fine-tune system features.

Master Of Science (Msc), Investment Banking And Finance, Merit

Activities and Societies: Glasgow University Trading and Investment Club (GUTIC)Dissertation: Earning income ethically through Socially.

Bachelor Of Science In Business Administration (Bsba), Finance, General

Bachelor Of Science In Business Administration (Bsba), International Business