PwC Global Salesforce Implementation• Partner with PwC Global Salesforce solution & change leadership teams, and Salesforce customer success team to ensure PwC’s largest digital transformation meets legal, business, change, risk, and IT compliance• Deliver next generation CRM experience to five PwC territories including four strategy council members while adding 10K users to the already 70K+ global user base (overall Won Opportunities are up +25% and +$2.8B)• Drive the analysis of the current territory business processes, integrations, privacy laws, identify gaps, and work with the Global Salesforce solution team on delivering solutions• Lead a team of eight offshore team members to migrate 1M+ records of onboarding territories using Informatica Cloud• Prioritize the activities of the Data Migration (DM) team, coordinate across project teams, and ensure the timely execution of DM activities across 4 main releases and 20+ maintenance releases• Streamline, document, and enforce DM processes & best practices focusing on data qualitySalesforce Org Merge Project (for a Fortune 500 Client)• Played the role of Functional Analyst and led multiple work streams to gather user requirements, perform end-to-end functional testing, etc.• Participated as a key contributor in all end-of-sprint client demos including the final conference room pilot with the key project stakeholders• Worked with the Data Migration team to ensure the functional changes align with data migration. Also verified certain key areas of data loads that drove functionality and worked with the Data Migration team to resolve any issues

• Worked with system users and project teams to analyze and develop solutions that address Salesforce.com business needs• Analyzed Salesforce.com capabilities against business requirements, including review of new or emerging Salesforce technology, and Salesforce.com add-ins or partner applications• Configured Salesforce to meet complex business and system requirements, using recommended best practices, ensuring optimization of performance • Maintained and improved data quality across systems, diagnosing problems with data sources and implementing technological and process improvements to address issues• Managed all sales lead routing efficiently and effectively• Provided global day-to-day end-user support and assisted users with proactive best practices to enhance and increase their knowledge of Salesforce.com• Developed and maintained reports and dashboards to improve system usability• Served as a Salesforce.com subject matter expert, providing input for training plans and training development

• Managed the data aggregation and performance reporting platform used by 200+ financial advisors• Administered the email archiving and compliance solution for 1500+ financial advisors• Acted as a key contributor to the development of AIC's strategic plan with emphasis on field technology and back office technology initiatives• Participated in enterprise planning meetings which made decisions on design, architecture, and development for AIC’s Salesforce.com environment • Acted as a Salesforce.com system administrator and coordinated development efforts with other system administrators• Provided consulting and high-level support to the field with respect to field technology platforms• Worked with IT Security, Legal, and Compliance to evaluate and review new technologies and vendor contracts• Coordinated system enhancements with the 3rd party technology providers and the internal IT team• Collaborated with over 5 departments in multiple geographical locations in issue resolution• Researched technology initiatives at clearing firms, competing broker dealers, and other industry organizations• Conducted training on technology platforms for back office associatesDisclosure: Securities and advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC.

• Managed the data aggregation and performance reporting platform used by 200+ financial advisors• Administered the email archiving and compliance solution for 1500+ financial advisors• Executed the deployment of Fiberlink endpoint security solution• Designed, developed, and implemented customization to Salesforce.com (CRM platform)• Utilized Salesforce.com on a daily basis as a case management/ issue tracking tool• Generated reports using SQL from an Informix database (Caesar)• Provided technology consulting services to financial advisors with regard to basic computer hardware & software, smartphones & tablets, endpoint security solutions, email syncing, and security best practices• Acted as a liason between 1500+ financial advisors, home office, and vendors for issue resolution• Collaborated with over 5 departments in multiple geographical locations in issue resolution and other projects (Compliance, Internal IT, Sales, Business Development, Operations, Marketing, and Shared Services)• Initiated a project to revamp the email sign-up process for the financial advisors• Coordinated with compliance department to implement a mobile device management solution

• Provided technical support with computers, printers, projectors, and other audio-visual equipment• Updated and maintained the Stamp Student Union website• Initiated the design of a new inventory management system for the Stamp Student Union as an individual project