• Developed product plans to identify opportunities, targets, pricing, strategic outlook and goals of the organization• Managed a team of DEVs and onboarded a new advisory firm; integrated new APIs into proprietary asset rebalancer system to seamlessly manage $90 million in new assets• Oversaw compliance approved marketing campaigns; highlighted products, services and research resulting in new institutional business• Created sales dashboards and CRM systems to alleviate overlap in proposal delivery and allow tracking of AUM growth• Converted existing app into a PWA platform working with product and engineering teams; overcame stringent requirements and implemented a new paywall

• Developed sales pipeline to understand upcoming clients and their needs. Provided clients with technical spec documents to understand their data providers, encryption requirements, and size of client base• Captured necessary technical requirements of new clients’ systems, collaborated with engineering teams to estimate capacity and billable hours, and provided statement of works and project plans to clients• Assisted in managing the first client onboarding utilizing the proprietary API system enabling a successful delivery of sensitive financial data• Championed the optimization of of our project management software by implementing automations and layouts to boost efficiency, capacity tracking, and reporting• Created weekly meetings with engineering teams to understand their needs, maintain deadlines and build rapport

• Created a project think-tank allowing frontline customer service reps to present features and requests to product and strategy teams• Collaborated with product and program managers to implement new features such as in app notifications, trading features, and help center articles• Educated and assisted traders on advanced options strategies including performing counter trades for sensitive issues• Conducted team bonding exercises by revamping daily huddles to include themed days and spotlight events highlighting departments with upcoming internal job postings• Awarded the highest performance review in all of the Advanced Brokerage department for exceeding job duties and project work

• Conducted analysis of incoming case types for prioritization during the GameStop outage• Led team in overall production and customer resolution rate by solving customer issues

• Obtained Series 7 and Series 63• Provided customer support for retail and high net worth clients