Patrick Gillespie Email & Phone Number

East Syracuse, New York, United States

• Design, structure, and deploy multiple critical client reporting via Tableau for executive management
• Blend data in SQL that is called by our Tableau team and other various BI programs
• Automate the creation of segment reporting via Tableau, command line, and Python to distribute to the respective business owners
• Co-architected a new issue tracking database for our service directors and built corresponding Tableau reporting for 300+ users
• Perform trend analysis on servicing issues affecting clients
• Review large datasets and provide quantitative and qualitative insight to client issues

East Syracuse, New York, United States

East Syracuse, NY

• Review current processes throughout multiple lines of business and create efficiencies that reduce time and risk
• Assist upper management with data collection and interpretation
• Ensure any technology developed by anyone within the department is compliant with the rules and regulations. Log each technology and update quarterly
• Assist investment advisors with correct ISITC standards
• Guide the team through regulatory changes within domestic and foreign markets
• Settle the day to day domestic and foreign trades of Investment Managers overlooking assets of in excess of $500 Billion

Syracuse, New York Area

• Assist customers in finding the right technology for their day to day use
• Communicate with Business owners in order to provide them with and talk to them about potential financing and leasing options
• Ensure the store is kept up to visuals standards
• Have regular discussions with team members to help their development
• Work with new staff to help train and answer questions daily
• Direct communications in regards to career movement to leadership