• Lead on boarding and conversion training for hundreds of manager firms representing over $100B AUM onto the Envestnet platform.• Analyze client trading and reporting needs and developed platform enhancements, improving satisfaction and retention.• Run monthly manager forums to streamline processes and create a community atmosphere.• Improved inherited processes during Folio Dynamix acquisition, improving efficiency by 300%.

• Designed processes to meet foreign currency and security regulations for Canadian management firms.• Reworked and implemented new portfolio on boarding process by creating tracking spreadsheets and streamlined data collection documents.• Trained external managers on the Envestnet platform enabling a smooth transition to live trading.

• Created bridge process for international client which allowed them to open up muli-million dollar UMA account lines, preventing potential lost business.• Created process improvements for Envestnet’s largest clients, improving efficiency by 8-10% . • Developed an ad hoc report identifying high impact trade errors resulting in a 5% reduction in errors. Submitted solution to development to automate this process.• Led quality control team for implementation of new Minion trading system.• Created comprehensive training documentation to standardize processes resulting in time savings and error reduction.

• Secured new and renewal licenses for all Chipotle sites in Northwest Region by researching and adhering to local, state and national regulations. • Worked with expansion team to create easier processes and more efficient communication within the licensing team, facilitating rapid company growth.

• Created website to connect Rotarians and facilitate communication between all 54 chapters. • Increased online Missouri Rotarian membership by over 1200 Rotarians, a 200% increase.

• Increased input by independently handling average of 15 loan requests per week.• Calculated expected rates and costs and fit clients with a loan according to their situation.• Processed loans and provided credit repair assistance.