Parker Carroll Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

- Agile Product Owner focused on enhancing client deliverables and the client experience- Work with internal partners to correct gaps and issues associated with end-client reporting

Chicago, Illinois, United States

- Proactively collaborated and communicated with partner groups, in particular the supported business function and IT, developing good working relations. Consistently used effective strategies and interpersonal styles to influence and guide others toward the accomplishment of identified objectives- Delivered required artifacts supporting schedule development, project planning, budget management, stakeholder management, quality assurance and scope/requirements management- Maintained project communication internally/externally; ensured management was aware of status/issues/risks. Monitored spend-to-forecast to approved budget and report variance- Worked closely with the Project Manager and Sponsor to understand the business objective and scope of the work. Conducted process analysis of assigned activity, utilize appropriate business tools and provide comprehensive documentation of the as-is and future states with all supporting documentation, stored in the appropriate location- Planned, analyzed and presented the stakeholder requirements with internal IT teams and external vendors. Identified gaps and shortcomings in solutions and builds long term relationships with technology teams- Identified the types of testing required as per the applicable project methodologies. Created comprehensive test material as required to thoroughly test all components of the solution- Facilitated, coordinated, and where appropriate executed all testing required, ensuring Stakeholders and end users are sufficiently prepared and engaged in appropriate testing cycles. Documented, tracked and worked to resolve any issues/defects- Completed and deployed all implementation tasks that may include new workflows, procedures, training plans and BCP consideration

Chicago, Illinois, United States

- Interacted with technology, product management and operations to understand, analyze, interpret and document business needs into detailed requirements- Reviewed existing systems, processes and problems and recommend where system functionality, automation or improved processes can be implemented- Prepared or modified business requirements to be used for the development of functional and systems specification- Coordinated testing of new systems and systems modifications- Provided on-going project support and assists in project planning by estimating and managing work effort- Prepared materials and manuals, and provided training to partners related to system or process changes- Provided business partners and clients with ongoing technical support and acts as a trouble-shooter - Conducted feasibility studies and defined and designed system requirements for complex data processing projects

Chicago, Illinois, United States

- Recorded daily account activity including client requested disbursements in the portfolio accounting system- Reconciled positions and cash between custodian and internal accounting system daily- Reviewed cash daily for appropriate levels and discussed action items with Portfolio Managers- Handled all recurring standard and customized client reporting, including preparation and review- Ensured tax lots and cost issues were handled accurately- Maintained details for custodian access and obtained monthly custodian statements- Updated existing, and created new, operational procedures and workflow documentation - Actively participated in and lead departmental projects and initiatives

Chicago, Illinois

- Client service team representative for data and reporting analysis dedicated to one specific Investment Operations Outsourcing (IOO) client- Daily interaction with the front office via telephone and email in relation to processes daily ad-hoc issues- Responsible for preparing Management Information and Key Performance Indicators Reporting by gathering data from internal shared services teams and systems to generate client statistics on a week over week basis- Liaise with internal partners to ensure all business units (Trade/Income/Corporate Actions/Reconciliations/Accounting/Performance) are functioning properly to attain the common goal of client satisfaction while accurately following procedures- Investigate discrepancies between client and custodian data by use of multiple systems and custodian websites to verify whose accounting book are correct and/or what amendments need to be made.- Create procedures for numerous daily procedures taken on by the Client Service Team- Assisted on the on-boarding and implementation of over 200 new IOO accounts for a brand new, global client- Built and created strong relationships with custodian banks during the onboarding process in order to ensure proper account setup and correct contact information was notated for effective communication on any business matters going forward- First overall i2i Program Graduate - Training program for new hires within IOO

Chicago, Il

- Supported internal partners with all aspects of their clients' commercial loans- Responsible for distinguishing inconsistencies within loans and reporting to appropriate individuals for problem resolution- Processed numerous transactions on a daily basis, such as wire application and funding- Manually created and maintained a variety of commercial loans- Analyzed data and discrepancies for productivity enhancement within the working group each day

Bloomington/Normal, Illinois Area

- Built and created a beef jerky company that produces and distributes beef jerky across the Bloomington-Normal, Illinois area- Responsible for marketing, packaging, and distributing the product

Bloomington/Normal, Illinois Area

- Cleaned and restored schools to prepare them for the new school year - Moved and unloaded furniture to respective schools

Bloomington/Normal, Illinois Area

- Professionally represented the company and created positive rapport with potential clients- Generated sales leads for the company through door-to-door marketing- Achieved targeted sale levels of 20% success rate

Oak Forest, Illinois

- Provided physical, outdoor city maintenance to keep the streets clean and in good condition- Acquired an extensive knowledge of the city to react quickly to needed repairs- Restored city after inclement weather- Responded to complaints/concerns of city residents relating to issues near their homes

Master Of Business Administration - Mba, Personal Financial Planning

MBA - Personal Financial Planning

Bachelor Of Arts (B.A.), Business Administration - Marketing, And Spanish

Double Major - Business Administration - Marketing, Spanish