Ursula Thomas Email & Phone Number

As the Business Operations Manager, I was responsible for driving continuous improvement and business optimization efforts across the Individual Investor Services and Operations department in support of providing best-in-class client service. I also managed a team of business analyst responsible for system enhancements and system issue resolution.

Owings Mills, MD

As the Senior Project Specialist, I provided oversight on Client Development projects and initiatives to support Individual Investors and improve governance and sales processes, close business gaps, maximize revenue generation, and improve client experience. I was also responsible for identifying, integrating and supporting implementation of the sales.

Owings Mills, MD

- Identified pain points that hinder productivity and efficiency in the Sales organization- Managed projects aimed at providing solutions for identified pain points- Special project focus areas include: internal/external process improvement, efficiency gain, risk mitigation, and consistency of workflow management- Outlined and conducted communication and.

Owings Mills, MD

- Conducted face to face meetings with Home Office and Senior Management of assigned firms- Performed Annual Reviews of Consultant/Advisors Databases- Maintained Consultant/Advisor profiles- Facilitated segmentation and rating methodology- Generated quarterly/annual reporting of investment request and client data- Tracked referral activity

Owings Mills, MD

- Generated quarterly/annual reporting of investment request and client data- Maintained segmentation and rating methodology of advisors/consultants- Performed annual advisor/consultant database audit- Tracked external referral activity- Handled all website subscriptions for external partners and clients

Owings Mills, MD

- Update/Modified the CRM to provide accurate reporting- Met with 37 Relationship Managers to verify client information- Used Business Objects to create data reports