Stephen Doherty Email & Phone Number

Woodstock, Georgia, United States

Woodstock, Georgia, United States

Woodstock, Georgia, United States

Pittsburg, Kansas, United States

Develop, maintain, and enhance existing applications and create new applications using industry best standards (MVC, MVVM, etc.) for desktop (WPF, UWP, VB.NET), mobile (Xamarin.Forms) and web (ASP.NET) applications based on requirements from key stakeholders.Responsible for SQL Servers, database design, queries and stored procedures.Utilize multiple programming languages including C#, Visual Basic (.NET), VB6, SQL, Python, JQuery and Intent.Assist with Autodesk 3D modeling via Intent programming language and Autodesk API.Provide high-level of customer service to internal and external client base.Create and maintain documentation.Troubleshoot and continue research of enhancing current business processes.

Continued with responsibilities maintained by benefitsCONNECT prior to their acquisition by BenefitExpress.

Responsible for understanding, documenting, supporting and analyzing the systems and procedures that support the business functions performed by clients. Act as the bridge between business ideas and business capabilities, which includes articulating, creating and scoping changes and optimizations to business processes.Strong writing skills, problem-solving, and ability to self-manage.*Responsibilities:*-Elicitation - discover the underlying business need to be addressed and information related to the product and project requirements, often through conversations with stakeholders-Analyze Requirements - Organize, specify and model the requirements to ensure they are complete and unambiguous-Specify Requirements - Document the requirements in a format that can be shared with stakeholdersValidate and Verify Requirements - Ensure the requirements map to the real business need, are approved by all relevant stakeholders, and meet essential quality standardsProperly understand the problem and identify what answer we are looking for

Responsible for client software implementation; benefitsCONNECT software setup, data imports, benefit plan design, benefit eligibility rules, site testing, client training, open enrollment rollover and client support.

Rancho Cordova, California

Account Relations Specialist supports clients by focusing on site build, testing and delivery of a successful end-user experience. They are committed to delivering best-in-class support from the initial on-boarding process through the day-to-day interactions.

Overland Park, Kansas

The Business Process Manager is responsible for assessing, developing, testing, and implementing changes across the technology platforms supporting the objectives of the organization.This position independently performs analysis of various processes and completes the necessary business documentation to support the rationale for implementing and validating changes to multiple applications.This position is the point of contact both internally and externally to coordinate end-to-end process delivery.The Business Process Manager assists in completing risk assessments for any new technology, initiatives, and changes to business processes and ensures appropriate review and approval by required business leaders.The goal of this position is to focus on solving the challenges facing a rapidly growing organization.

A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. The associate representative is a liaison between the home office, financial advisor and clients. *Client Service*Health and Life licensedCorresponding with clients to handle advisory related service issuesFormulating advisory product solutions to/for a client or explaining advisory products or advisory performanceAccepting redemptions/withdrawals from clients and communicating instructions to home officeDiscussing tax consequences, costs and advisory fees with clientMaintaining daily tickler system for account follow-ups and service requirementsPerforming cashiering functionsRunning performance reports in Envestnet, Morningstar and NMCIRProcessing AccountsPreparing and processing all paperwork needed for investment/advisory accountsIdentifying need for switch letter and mailing appropriate forms to clientsDiscussing potential rollover opportunities from other retirement plans for variable and mutual fundsReceiving and forwarding checks and related paperwork to investment operations areaProcessing proposal amendments in EnvestnetMonitoring Envestnet for alerts and upcoming annual reviewsProcessing and monitoring funding of advisory account and asset transfers to ensure selected asset allocation is implemented

Overland Park, Ks

Master Of Science - Ms, Information Technology

Bachelor Of General Studies, Social Sciences

Associate Of Arts - Aa, General Studies