Spencer Porter Email and Phone Number
Spencer Porter work email
- Valid
- Valid
- Valid
- Valid
Spencer Porter personal email
Spencer Porter phone numbers
As a Product Manager, I specialize in bringing complex software ideas to life, from ideation through to successful launch. With extensive experience in the financial services industry, I have led cross-functional teams to develop products that empower financial advisors and enhance client management. My work has focused on integrating core systems like Salesforce and Orion, optimizing workflows, and ensuring seamless technology solutions for financial professionals.Throughout my career, I've implemented AI-driven solutions tailored to the needs of financial advisors, developed deep system integrations to unify advisor tools, and streamlined processes to improve efficiency across wealth management operations. I thrive in environments where I can take an idea, collaborate across teams, and turn it into a solution that makes a meaningful difference in the financial services sector.My strengths lie in my technical knowledge, effective communication skills, and the ability to adapt quickly to new industries, technologies, and challenges. I’m passionate about solving problems, building exceptional user experiences, and learning continuously.I'm driven by the pursuit of better products, better experiences, and exploring technologies that will shape the future of financial services.
-
Senior Manager, Advisor Experience Product ManagementWealth Enhancement GroupHouston, Tx, Us
-
Senior Manager, Advisor Experience Product ManagementWealth Enhancement Group Mar 2024 - PresentPlymouth, Minnesota, Us -
Manager, Advisor Experience Product ManagementWealth Enhancement Group Jun 2022 - Mar 2024Plymouth, Minnesota, UsLead all technology related initiatives for Advisor Services (Financial Advisors, Client Service Managers) and Wealth Strategies (Advanced Planning, Portfolio Consulting, Trust, Tax, Insurance), enabling them to execute on their core functions by optimizing and expanding our implementation of Salesforce Financial Services Cloud (FSC) and building integrations to other systems such as Orion Connect and Eclipse.
-
Senior Business Analyst, Platform InnovationWealth Enhancement Group Dec 2021 - Jun 2022Plymouth, Minnesota, Us
-
Business Systems AnalystEntrust Jul 2020 - Nov 2021Minneapolis, Mn, UsTechnical lead for the Salesforce implementation supporting the Partner/Channel program.Leverage Salesforce Experience Cloud to build a service portal allowing customers and partners to easily access service documentation, submit cases, and utilize custom built, product specific functionality. Enhance and maintain the company's partner portal for Sales/Marketing collateral and related functionality (i.e. deal registration, lead distribution) using Salesforce, Dell Boomi, and ZiftONE. -
Business AnalystSawtooth Solutions Mar 2018 - Jul 2020Bloomington, Minnesota, UsLed the company's Salesforce Sales Cloud, Service Cloud, and Lightning implementations leading to increased operational and trading efficiencies. Responsible for the ongoing maintenance, administration, and enhancements for the firm's Salesforce, JIRA, and Confluence environments.Utilized Python (pandas & numpy), Salesforce Lightning Web Components (LWC), and Visual Basic for Applications (VBA) to automate company operations. -
Consulting InternSawtooth Solutions Dec 2016 - Mar 2018Bloomington, Minnesota, UsDesigned and implemented Salesforce.com processes to automate company and client operations using workflows, process builder, and third-party applications from AppExchange. Wrote extensive Microsoft Excel programs using VBA to automate extensive business processes like generating fee reports and performance dashboards. Reconciled daily return data for 1 million+ assets across thousands of financial accounts and migrated the data between different wealth management platforms. Software Experience: Salesforce.com, Orion, JIRA, Visual Basic for Applications (VBA) in Microsoft Excel
-
Undergraduate Teaching AssistantUniversity Of Minnesota - Carlson School Of Management Sep 2017 - Dec 2017Minneapolis, Mn, UsStrategic Information Technology Management (IDSc 4204W) -
Accounting AssistantUniversity Of Minnesota-Twin Cities Apr 2016 - Mar 2017Minneapolis And St. Paul, Minnesota, UsProcessed $10,000+ in monthly fees associated with University of Minnesota vehicles. Generated reports by analyzing data on historical fuel usage to forecast the amount of fuel the university needs to purchase each month. Improved accounting department processes by automating tasks by writing VBA scripts in Microsoft Excel. Software used: AS/400, JD Edwards, and PeopleSoft. -
Events SupervisorUniversity Of Minnesota-Twin Cities Nov 2015 - Apr 2016Minneapolis And St. Paul, Minnesota, UsCoordinated the setup and logistics of large university events using the UMN RecWell facilities including conferences, seminars, alumni gatherings, and student group events.
Spencer Porter Skills
Spencer Porter Education Details
-
University Of Minnesota - Carlson School Of ManagementFinance -
RmotrWeb Development With Django
Frequently Asked Questions about Spencer Porter
What company does Spencer Porter work for?
Spencer Porter works for Wealth Enhancement Group
What is Spencer Porter's role at the current company?
Spencer Porter's current role is Senior Manager, Advisor Experience Product Management.
What is Spencer Porter's email address?
Spencer Porter's email address is sp****@****ham.com
What is Spencer Porter's direct phone number?
Spencer Porter's direct phone number is +160592*****
What schools did Spencer Porter attend?
Spencer Porter attended University Of Minnesota - Carlson School Of Management, Rmotr.
What skills is Spencer Porter known for?
Spencer Porter has skills like Salesforce.com, Python, Microsoft Excel, Requirements Analysis, Business Analysis, Requirements Gathering, Project Management, Web Development, Agile Methodologies, Software Development Life Cycle, Agile Project Management, Scrum.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial