CapitalROCK, the makers of RightBRIDGE, provides financial services firms with a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types and products. Many of the country’s largest Independent, Bank and Insurance broker-dealers rely on RightBRIDGE systems to help them meet their compliance and documentation obligations for regulations like Reg BI, Reg 187 and the DOL’s PTE 2020-02.- Subject matter… Show more CapitalROCK, the makers of RightBRIDGE, provides financial services firms with a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types and products. Many of the country’s largest Independent, Bank and Insurance broker-dealers rely on RightBRIDGE systems to help them meet their compliance and documentation obligations for regulations like Reg BI, Reg 187 and the DOL’s PTE 2020-02.- Subject matter expert on regulations and financial services products to help drive productvision, strategy, and roadmap for 7+ enterprise products- Consistently facilitate discussions with compliance executives to address concerns and identify strategic direction for software enhancements to solve industry pain points- Proven record in hiring, training and leading high-performance product teams- Establish best practices for product managers and provide frequent training Show less

- Designed from inception (0-to-1 project) of the company’s top 3 largest product by revenue andnumber of clients (at time of initial launch)- Led the technical development of two new product APIs allowing 3rd party integration with thecompany’s existing applications- Identified opportunities to provide value and/or cross-sell solutions through weekly and monthly meetings with customers- Created and managed stories and tasks for development team via agile development… Show more - Designed from inception (0-to-1 project) of the company’s top 3 largest product by revenue andnumber of clients (at time of initial launch)- Led the technical development of two new product APIs allowing 3rd party integration with thecompany’s existing applications- Identified opportunities to provide value and/or cross-sell solutions through weekly and monthly meetings with customers- Created and managed stories and tasks for development team via agile development approach- Demoed software to potential clients, acting as a subject matter expert and consultant to identify needs and highlight the specific value of the software Show less

- Owned product roadmap for the company's flagship enterprise SaaS product.- Conducted discovery of product requirements through data, market research and client interviews- Prioritized weekly backlog items with the engineering team

- Improved key government regulatory submission by identifying areas of improvement, developingexpertise, coordinating across several departments, managing multiple data provider deadlines andleading submission summary presentations to senior firm leaders - Chosen by senior leaders to serve on representative council to advocate for 110+ analysts/associatesand present solutions to senior management- Utilized advanced VBA and SQL to reduce preparation time for key… Show more - Improved key government regulatory submission by identifying areas of improvement, developingexpertise, coordinating across several departments, managing multiple data provider deadlines andleading submission summary presentations to senior firm leaders - Chosen by senior leaders to serve on representative council to advocate for 110+ analysts/associatesand present solutions to senior management- Utilized advanced VBA and SQL to reduce preparation time for key weekly/monthly reports by 75%- Consistently balanced multiple deliverables with tight deadlines for senior firm members and regulators Show less

American Home Shield founded the home warranty industry back in 1971 and is still today's largest, most-chosen home warranty provider. American Home Shield's goal, is the same today as when it first started, to make owning a home easier by helping customers protect their budgets from large, unexpected repair costs.• Researched, developed, and presented company acquisition idea to executive board in an intern group • Created budgets and forecasts for newly merged company in the… Show more American Home Shield founded the home warranty industry back in 1971 and is still today's largest, most-chosen home warranty provider. American Home Shield's goal, is the same today as when it first started, to make owning a home easier by helping customers protect their budgets from large, unexpected repair costs.• Researched, developed, and presented company acquisition idea to executive board in an intern group • Created budgets and forecasts for newly merged company in the same format as AHS• Utilized Microsoft excel and access to sort and identify related data between two companies Show less

• Created macros using VBA in excel that decreased invoicing time by 25%• Prepared several reports in excel analyzing the companies effectiveness in different categories• Accounts receivable and accounts payable

• Consulted potential clients regarding their credit situation and provided solutions to improve• Maintained a sales closing percentage of 26.5% with potential clients

• Analyzed clients’ current financial situation in order to identify areas of needed improvement• Prepared dozens of illustrations demonstrating the future use of clients’ resources

• Met with customers to approve new accounts, set appointments, fill out paperwork and collect payment information.• Built a client base entirely off of cold contacts from going door to door.