Director Of Information Systems
Louisville, Kentucky, United States
Managed all data, digital, technology, infrastructure, and cyber security programs for a new and rapidly growing wealth management firm, specializing in high-net-worth clientele. During my tenure, I helped the firm increase AUM from $160MM to $400MM by being resourceful, wearing multiple hats, and utilizing a startup mentality with an Agile framework.This included data management and analysis: I administered, designed, and converted our CRM system to Microsoft Dynamics, as well as workflows, processes, and team training. I managed the portfolio management system and trading platform, ensuring all back-office systems and reporting are running efficiently, designing client and advisor reports, and ensuring millions of data points were accurate.Being responsible for digital outreach included the creation of marketing and communications processes, and implementation of MailChimp. I integrated new MailChimp data into CRM for more efficient lead outreach – this allowed us to better target and engage leads who could not previously be tracked with any data, led to an increased lead acceptance rate, and higher revenue growth.I spearheaded all technology and infrastructure management efforts, including managing dozens of technology-related vendors, relationships, contracts, and due diligence processes. I ensured all company access and controls, data management, and audits were accurate and performed on a regular basis, as well as architected, deployed, and managed all infrastructure hardware and software policies and rollouts.With Cyber Security, I implemented from next to nothing the technical, security, operational, and privacy policies and procedures to become NIST 800-53 compliant. I also implemented the KnowBe4 platform for cyber security training and bi-monthly phish tests. I regularly performed my own audits and risk assessments, as well as managing that of third party agencies. I ensured all PII, privacy, and security policies were in place and being followed.