Paul Thomas Email & Phone Number

New York, United States

Greater New York City Area

Greater New York City Area

San Francisco Bay Area

Responsible for upgrading and implementing Advent's software solutions across multiple lines of business around the globe. Strong working knowledge of portfolio management and reporting software Advent Portfolio Exchange(APX) and all peripheral products, 3rd party or otherwise. Trade Order Management Software Moxy and its integration points. Cross functional software concepts and finance knowledge with strong knowledge in Portfolio Management, Client & Management Reporting, Client Relationship Management, Trading, Compliance & Order Management as well as SQL. Directly responsible for:- Scope, plan, price and manage implementation and upgrade projects for Advents suite of products, generated from multiple sources throughout Advent, both on premises and hosted solutions (Citrix XenApp or MS RDS).- Facilitate handover to the appropriate teams, pre and post engagement.- Scope data conversions/mergers- Review product functionality changes and product enhancements with clients to prepare for their engagement, as well as finding opportunity- Build and maintain relationships with internal stakeholders.- Collaboration with multiple resource teams both professional and client services to ensure the correct allocation of resources. - Review and approve resource expenses and time cards. - Manage 75+ projects at different stages simultaneously

San Francisco Bay Area

Senior Client Support Specialist, Global Client Support Responsible for handling escalated support cases and issue validation. Worked with Product Development Interface team to fix and implement product and workflow issues. Support a wide variety of Advents clients utilizing Advents suite of products while ensuring maximum customer satisfaction for issues ranging from low/moderate to severe. Successfully managing projects both internal and client facing utilizing internal resources across multiple teams and business units.

Folsom, Ca

Generate new clients daily while ensuring maximum customer satisfaction during all stages of the home loan process of a multi-million dollar pipeline.

As a senior mortgage specialist and a team leader with Voyage Home Loans, I am able to lend in all 50 states for all loan types.

Sacramento, California Area

Managed all aspects of a fully functional and independent net branch and a multi-million dollar pipeline.

Sacramento, California Area

Maintained and ensured the forward progress of a personal multi-million dollar pipeline while consistently generating new business and trained new hires and mentoring current employees.

Electronic Warfare Technician, 3rd Class Petty Officer (SW) Watch Officer for the ships anti-ship missile defense during peace and wartime steaming using radio frequency receivers and deploying countermeasures.