Patrick Harms Email & Phone Number

New 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)

New 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

New 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

New 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

New 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

New 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.

New 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.

-Processed news articles from LexisNexis and updated or added entries through MIS software.-Located errors in data entries and notified supervisors.

-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.

Bachelor Of Business Administration, International Business, Information Systems

Education record