Paul Prescott Email & Phone Number

Miami, Fl, Us

•Manage Salesforce requests/issues for 3,000 plus licensed users•Senior Administrator in charge of all initiatives requiring refinement and development via Agile Process in JIRA/Salesforce Cases. Sandbox environments through QA Testing and Production Release.•Assist Off-shore development team with daily initiatives and requirement gathering when code fix is required from business/sales department leaders•Key Wins: Completed Transition to Lightning Experience, Launched Collaborative Forecasting, Re-Vamp of Salesforce Hierarchy after many company buyouts, Integration of 3 companies data/users into Kaseya SF org, Automation Updates from Workflow and Process Builder to FLOWS, Tech Debt clean-up initiatives regarding Page Layouts/Field Usage

Norwalk, Connecticut, Us

• Participant/Leader in Refinement, Development, Implementation, & Training of all Salesforce related enhancements via In-person video calls• Participant/Leader for development/documentation/refining of Flows, Process Builders, Workflows, Validation Rules, Approval Processes, Page Layouts (PC and mobile), Macros, Email Templates on all objects/applications• Key Wins: Migration from Zendesk to Service Cloud Community Portal for Partners(Community Experience) , Upload/Configure Knowledge Base(with MadCap Flare integration), OMNI Channel Routing (via skills and service resources), Re-configure Sales Processes per two company buyouts(Vista Equity Corp and Kaseya), Update and Maintain Security protocols per SOX audit requirements, Installation of Mobile Application with major Page Layout edits and enhancements to use all capabilities via lightning experience

Norwalk, Connecticut, Us

• Once Senior maintained Ownership of Customer Experience (Service Cloud) via Support/Billing/Success Leadership related to Routing, Object Mgmt, Business Processes & Automations, 3rd Party Applications, and Maintenance while continued involvement with Sales Applications via JIRA Agile process

St Paul, Minnesota, Us

• Certified Salesforce System Administrator for USBI employees in all aspects of training, navigation, troubleshooting, enhancements, and release/update notifications• Dedicated and effective CRM support of USBI's Salesforce to over 1,500 Financial Advisors, Wealth Management Bankers, Registered Client Associates, Trust Relationship Managers, and Regional Administration Managers. • Test and report feedback/assessments on USBI Salesforce enhancements in both Bi-weekly updates and Quarterly system releases•Develop reports, dashboards, and processes to continuously monitor data quality and integrity• Lightning Experience, Sales Cloud, Marketing Cloud, and Service Cloud User Interface(UI) experience• Persistent knowledge attained on systems such as Hogan, Fusion, Salesforce, Envestnet, Yoddelee, OMNI KYC, Money Guide Pro, Wealth Station, & other USBI related technologies.

New York, Ny, Us

-Monitors and maintains correct & compliant reporting for all of the Banks derivative asset classes (Foreign Exchange, Interest Rate, Equity, & Credit) to all necessary government regulators (DTCC, CFTC, ASIC, ESMA, HKMA, EUSANV). -Interaction and effective communication daily with both on and off-site traders, delegated clientele, government regulators, as well as off-shore support groups. -Monitors, analyzes, and summarizes over 15 daily reports for BONY Mellon daily, weekly, and monthly distribution. -Implementing CMRS reporting system and many performed Disaster Recovery tests.-Responsible for extensive remediation projects, ensures up-to-date procedures, increases SLA compliance percentages for FX, & personally implemented logic fixes for IRD reporting. Implementing DELTA submission, HKMA Phase 2, Matcha .5, BOI, & ESMA level III -Regulates Invoices Auditing & Position Reconciliation across all business entities.-Plays an important role in reviewing and updating BONY Mellon Credit Support Annex’s for variation margin to implement into internal documenting systems and update collateral risk.

Plymouth, Minnesota, Us

- Print-Ad & Online-Ad Media Assessment of Banner and competitors- Analyze and recommend best social media strategies- Audit of International Websites translations costs- Monitored Email Campaigns to recommend best time and day- Consistent and active team member in weekly Google Ad Words and other marketing campaign meetings- Professionally presented and communicated findings and research at both weekly and end of the year presentations

Plymouth, Minnesota, Us

- Inventory Documentation- Assisted in Marketing projects creation and Auditing of past receivables- Assembly Line Member & Manual Testing Machines- Set-up & Tear down of Machinery as well as many shipping and receiving duties- 5S; labeling and organization throughout entire warehouse and workstations

Bachelor Of Science In Business Administration, Dual Majors: International Business & Management

Education record