Led the effort to scale the investment process with model building blocks, enabling allocation/manager changes across the book of business in an hour. Drove revenue with the team’s stock plan prospect development and increased wallet-share leveraging risk analysis of external assets uncovered through financial planning discovery. • Obtained Morgan Stanley’s Financial Planning Specialist designation while responsible for initial discovery and maintaining the team’s financial planning-based… Show more Led the effort to scale the investment process with model building blocks, enabling allocation/manager changes across the book of business in an hour. Drove revenue with the team’s stock plan prospect development and increased wallet-share leveraging risk analysis of external assets uncovered through financial planning discovery. • Obtained Morgan Stanley’s Financial Planning Specialist designation while responsible for initial discovery and maintaining the team’s financial planning-based practice. • Experience prospecting for ultra-high net worth clients utilizing ZoomInfo for lead lists and Salesforce for email campaign tracking. • Leveraged expertise in portfolio risk management and client performance reporting for a superior client experience. Show less

Managing Engagement & Adoption (E&A) of the award winning WealthDesk Advisory Platform & Portfolio Risk Platform (Aladdin), established the WealthDesk Virtual Summer Tour driving significant E&A through presentations to 5,300 people during the Pandemic. Additionally, the weekly well-received field emails for Aladdin and WealthDesk drove 11,000 participants to weekly training. • Cross functionally managed the partnership across E*Trade, Reinvestment and Consulting Group to offer clients… Show more Managing Engagement & Adoption (E&A) of the award winning WealthDesk Advisory Platform & Portfolio Risk Platform (Aladdin), established the WealthDesk Virtual Summer Tour driving significant E&A through presentations to 5,300 people during the Pandemic. Additionally, the weekly well-received field emails for Aladdin and WealthDesk drove 11,000 participants to weekly training. • Cross functionally managed the partnership across E*Trade, Reinvestment and Consulting Group to offer clients pre-conversion options for 2000 advisory accounts with $1.8B in AUM.• Partnered with the idea to expand the Virtual Engagement Associates advisor billed service offering to incorporate Aladdin Business Opportunities, $79MM in AUM since rolled out.• Presented Aladdin, WealthDesk and Client Reporting to 42 VIP Recruits resulting in $7.4B in AUM through new advisor hires, with $6.8B still working through the hiring process.• Product Owner of Investment Proposal’s global Agile squad, enhanced availability of LifeYield’s Tax Location Analysis, ability to request a Parametric transition analysis and support to propose money movement in proposals. Show less

Product Owner for the build out & support of the Portfolio Risk Platform (Aladdin Wealth) vendor solution. Authored the requirements for the platform’s reporting, then lead the FINRA approval of the first ex-ante portfolio risk analysis for clients, with Legal, Risk & Compliance partners. Solely responsible for the training design, offensive strategy, and marketing & support efforts to successfully launch the platform. Extensively traveled to branches and conferences presenting the value… Show more Product Owner for the build out & support of the Portfolio Risk Platform (Aladdin Wealth) vendor solution. Authored the requirements for the platform’s reporting, then lead the FINRA approval of the first ex-ante portfolio risk analysis for clients, with Legal, Risk & Compliance partners. Solely responsible for the training design, offensive strategy, and marketing & support efforts to successfully launch the platform. Extensively traveled to branches and conferences presenting the value proposition.• The launch was an overwhelming success, validating the effectiveness of the intuitive design and WalkMe in-application guided help paired with weekly communication and training.• Stood up the Platform's field support model and trained all those involved in its support.• Lead the digital product development of Aladdin’s risk in Morgan Stanley Online for client self-service. Show less

Added significant value managing the $100MM strategic client reporting initiative through business leadership, functional system design acumen and collaboration. Ensured detailed requirements were delivered on time and communicated accordingly as expectations changed. Oversaw the quarterly creation, review, and delivery of a million advisory client performance monitors. • Eliminated $13MM in TCO by decommissioning two performance calculation engines and five reporting applications. •… Show more Added significant value managing the $100MM strategic client reporting initiative through business leadership, functional system design acumen and collaboration. Ensured detailed requirements were delivered on time and communicated accordingly as expectations changed. Oversaw the quarterly creation, review, and delivery of a million advisory client performance monitors. • Eliminated $13MM in TCO by decommissioning two performance calculation engines and five reporting applications. • Managed business oversight of the development of the performance calculation engine and operational correction tool. Subject matter expert for the reporting and content aggregation. • Matrix managed the Performance Operations Department of 60 Analyst with two Managers. Architected two department re-organizations by identifying and mentoring future leaders.• Lead vendor evaluation of a strategic performance calculation engine and oversaw the requirements gathering with an external consultant team. Show less

Managed global team of sixteen developers through the multi-year project lifecycle, working in partnership with multiple global departments on the $10M strategic development of the unified performance and portfolio reporting platforms. Authored the platforms’ functional requirements document and designed the application’s data and business layers.