Patrick Harms work email
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Patrick Harms personal email
Results oriented college graduate with a successful track record in corporate & retail settings. Strong understanding of technology and skilled at quickly mastering new systems. Proven ability to excel within a team dynamic.Specialties: Bloomberg Professional service, Microsoft Excel, VBA, Microsoft Project, Microsoft Access.
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Senior Director - ImplementationBipsync Apr 2019 - PresentNew York, Ny, Us-Responsible for implementation, user training, and technical support of the Bipsync research management solution-Lead requirements gathering sessions in order to configure the platform to meet end-user workflow needs-Utilize the Bipsync API with Node.js and Python to develop customized client reports and to migrate historical research content onto the Bipsync platform-Participate in product development via roadmap planning, product documentation, and surfacing client feedback-Provide support on prospective sales demos across various client types (hedge funds, asset managers, endowments, & pensions) -
Desktop Api SpecialistBloomberg Lp Jan 2018 - Apr 2019New York, Ny, Us-Supported local and regional sales teams in new business opportunities, competitor product displacements, and build out of bespoke client excel models -Assisted product teams in marketing, support and internal/external training on new API product releases-Provided engineering team with insight on potential product enhancements and software bug identification -
Implementation SpecialistBloomberg Lp Jan 2017 - Jan 2018New York, Ny, Us-Responsible for project management/implementation and support of Bloomberg’s research management platform-Liaised with clients, engineers, and account managers during simultaneous platform rollouts -Developed bespoke Excel templates and models to improve client workflows
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Product Support SpecialistBloomberg Lp Apr 2014 - Jan 2018New York, Ny, Us-Providing clients with knowledge and understanding of how to use and navigate the Bloomberg Professional service-Lead and develop webinars/seminars to train prospects/clients-Act as a key support arm to sales to secure new business and maintain relationship with existing clients-Liaise with training team to teach and mentor new hires-Consult and develop custom Excel templates to optimize client workflow
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Senior Registered AssociateMorgan Stanley Wealth Management Aug 2011 - Apr 2014New York, Ny, Us-Worked along side wealth management team, acting as the initial point of contact for high net worth individuals-Assisted clients with day to day operational requests: new account opening, funds transfers, and reporting -Utilized MS systems to generate and refine personalized financial plans for clients-Organized and led weekly team meetings, reviewing the status of prior week issues and presenting new business -
Planning & Allocation InternBrooks Brothers Jun 2010 - Aug 2010New York, Ny, Us-Shadowed member of the planning team to learn the functions of the position.-Reviewed sales data/product assortment to analyze consumer and seasonal trends.-Assisted in fill rate project to improve allocation of goods in stores. -
Sales AssociateBrooks Brothers May 2009 - Aug 2009New York, Ny, Us-Provided customer assistance from greeting to point of sale. -Processed incoming and outgoing special orders. -Received special recognition from District Management for excellent performance.
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Fraud Prevention InternMcdonald Information Service May 2008 - Jul 2008-Processed news articles from LexisNexis and updated or added entries through MIS software.-Located errors in data entries and notified supervisors.
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Recruiting InternComputing Concepts Inc May 2007 - Aug 2007-Utilized various databases daily to successfully source candidates for employers such as Credit Suisse, UBS, and The New York Times.-Assisted executive recruiters in cold calling candidates, and in providing job details to potential candidates.-Acquired knowledge of positions in the financial industry.
Patrick Harms Skills
Patrick Harms Education Details
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The George Washington University School Of BusinessInformation Systems -
Christian Brothers Academy
Frequently Asked Questions about Patrick Harms
What company does Patrick Harms work for?
Patrick Harms works for Bipsync
What is Patrick Harms's role at the current company?
Patrick Harms's current role is Senior Director - Implementation at Bipsync.
What is Patrick Harms's email address?
Patrick Harms's email address is pa****@****gwu.edu
What schools did Patrick Harms attend?
Patrick Harms attended The George Washington University School Of Business, Christian Brothers Academy.
What skills is Patrick Harms known for?
Patrick Harms has skills like Microsoft Excel, Microsoft Office, Access, Negotiation, Data Analysis, Powerpoint, Customer Service, Microsoft Word, Bloomberg, Financial Analysis, Event Planning, Series 66.
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