Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentric’s platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentric’s SaaS-based product suite unifies the communication… Show more Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentric’s platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentric’s SaaS-based product suite unifies the communication of market and client data through a library of financial apps, with solutions including Communify Fincentric Markets Apps, Client Apps and Advisor Apps. Communify Fincentric’s Knowledge Base of 4000+ unique data feeds and 500M+ page views per day also powers advanced AI capabilities for the next generation of communication, automation and management of financial data. To learn more about Communify Fincentric, visit www.communify.com Show less

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for the most powerful women executives to strengthen their leadership, magnify their influence, and pave the way to bring others with them.

Responsible for +$14 million in annual revenue from largest financial institutions, continuously driving new revenue through close client partnerships, innovative pitches, industry insight and delivering client delight in a large quantity of continuous current engagementsExpert on and accountable for full project lifecycle execution: ideation, design, software development lifecycle, continuous improvement and supportContribute to the direction of company strategy through… Show more Responsible for +$14 million in annual revenue from largest financial institutions, continuously driving new revenue through close client partnerships, innovative pitches, industry insight and delivering client delight in a large quantity of continuous current engagementsExpert on and accountable for full project lifecycle execution: ideation, design, software development lifecycle, continuous improvement and supportContribute to the direction of company strategy through proactive participation, thought leadership and execution of internal directives and new product development Seasoned direct and indirect manager and sought after mentor leveraging high emotional intelligence and radical candor to catalyze personal and career development of othersProven ability to comprehend and prioritize all aspects of account management within context of client and company needs and outlook Show less

• In-depth research for a novel based on progressive economic systems and currenciesAND• Setting up employee payment systems, tracking employee hours, accounting, inventory systems, etc. for a start-up company in an up and coming industry in Denver, CO.

• Analyzed the evolution of costs within each department to enact limitations and solutions for the reduction and maintenance of cost structures in relation to the current banking activity and necessities • Communicated relevant data and solutions with department heads to help them comply with cost budgets • Evaluated, negotiated and contracted external suppliers to collaborate in the reduction of costs, which included in depth investigation and data compilation for the departments… Show more • Analyzed the evolution of costs within each department to enact limitations and solutions for the reduction and maintenance of cost structures in relation to the current banking activity and necessities • Communicated relevant data and solutions with department heads to help them comply with cost budgets • Evaluated, negotiated and contracted external suppliers to collaborate in the reduction of costs, which included in depth investigation and data compilation for the departments involved and various benchmarks • Created and maintained systems of archiving and data analysis for billing and continual or periodic cost analysis Show less

• Performed client reporting and daily reconciliations on equity accounts for testing of a new performance system• Reconciled monthly positions and net asset values for over 220 assigned equity accounts• Researched, resolved and documented any discrepancies between the reporting agents on the reconciliations • Created and sent out reports weekly and monthly to custodian banks and internal clients regarding information pertaining to various accounts such as pending trades, forward… Show more • Performed client reporting and daily reconciliations on equity accounts for testing of a new performance system• Reconciled monthly positions and net asset values for over 220 assigned equity accounts• Researched, resolved and documented any discrepancies between the reporting agents on the reconciliations • Created and sent out reports weekly and monthly to custodian banks and internal clients regarding information pertaining to various accounts such as pending trades, forward contracts, cash accounts, etc. • Helped to create and pilot a shared centralized composite data warehouse for the Boston and Princeton offices to coordinate the monthly NAV reconciliation process Show less