Joan Wallace Email and Phone Number
Joan Wallace work email
- Valid
- Valid
- Valid
Joan Wallace personal email
- Valid
Joan Wallace phone numbers
I am a talented Data Professional that helps organizations increase revenue and streamline processes by understanding, optimizing and enhancing their data assets. With experience in Enterprise Data Strategy & Management (including CRM, Professional Services Automation and Accounting systems), I can effectively navigate across internal verticals to help clients develop firmwide data strategies for growth. I have held positions at Asset Management firms, third party data vendors and FinTech SaaS companies. My skills cover all aspects of the data landscape, including warehousing, integrations, M&A related system conversions, governance, data management and documentation (lineage and dictionary).Contact me at joan.dockside@gmail.com and let's see how I can help your team move the needle on getting the most out of your data assets!
-
Financial Services Operations SupervisorSs&C TechnologiesNew York, Ny, Us
-
PrincipalDockside Data Consulting, Llc Aug 2023 - PresentNorwalk, CtDefine and execute corporate level data strategies for my clients across all aspects of Enterprise Data. Areas of expertise include integrations, data management, data governance, data warehousing and analytics & reporting. -
Principal, Professional Services Data & Analytics (Data Governance, Strategy & Management)Allvue Systems Jun 2021 - Aug 2023New York City Metropolitan AreaDefine key data strategies and reporting that support Executive Leadership Team initiatives. In this role I developed new methods of looking at data that resulted in the identification of $5m in unaccounted for PS revenues and provided transparency into resource utilization issues. I work closely with Sales, Legal, Finance, Accounting and Business Operations as a primary stakeholder in data integrations across our core ERP systems. -
Principal, Strategic ProgramsAllvue Systems Dec 2019 - Jun 2021Greater New York City AreaOn the Transformation team, I supported the launch of Allvue's PMO by defining and executing a PM bootcamp and developing training materials for new PM hires. I drove the implementation of their PSA tool for project delivery, timekeeping and invoicing, as well as acted as Change Management Agent to provide training and drive adoption across 400+ users. I ensured key master data elements were in place and maintained as integrations were built to feed Salesforce and NetSuite ERP with contract, project, time and charge information.
-
Senior Implementations AdvisorAllvue Systems Apr 2018 - Dec 2019Greater New York City AreaFormerly Black Mountain Systems merged to Allvue in 2019As the Senior Implementations Advisor for BMS, I coordinated effective communication between large corporate clients and the internal implementations team. The role was multi-faceted, including business analysis, coordinating development cycles within BMS with client release cycles, and facilitating communication with C-level project partners as well as development teams on both sides of the equation.
-
Head Of Data SolutionsNorth Nod Consultants Llc Aug 2015 - Apr 2018Greater New York City AreaI opened my consulting practice to utilize my extensive experience in data integrations and data warehousing to define solutions for asset managers of all sizes. Data and software vendors employed me to help bridge industry knowledge gaps and facilitate cleaner communication between their clients and their in-house tech teams. The scope of my work included project management and client relationship support, as well as performing Senior Business Analyst duties. Working across multiple clients gave me a broad view of best practices for optimally deploying and accessing these high-value and frequently high-cost data assets.
-
Vp, Head Of Data SolutionsBrightscope Feb 2014 - Aug 2015San Diego, CaliforniaJoining BrightScope, a purveyor of retirement plan data to asset managers, brought me many great opportunities for growth. I concurrently wore many hats, including product development, business analysis, sales support and in-house and end-client training. I gained experience with AWS, Redshift and agile project management. While there I created and delivered a Data Utilization Workshop program for the clients to aid in integrating and utilizing their new retirement data investment. -
Svp, Customized Credit Strategies DivisionBlackstone Group Jun 2013 - Jan 2014New York, New York, United StatesAt GSO, I was the business owner for the technology and data initiatives supporting credit analysis and analytical reporting for the Portfolio Managers and Credit Analysts on the GSO Capital team. I maintained the Black Mountain Systems tool, Everest, where I redesigned the visualizations to improve processes for the team as well as integrated new feeds for enhanced reporting. -
Vp, Pimco - Head Of Data SolutionsPimco/Allianz Jul 2010 - Jun 2013New York, New YorkAs Head of the Data Solutions Group for PIMCO, one of the world's largest asset managers, my role focused on the data supporting retail sales CRM, and overall sales and marketing of PIMCO funds. I interacted with business clients across all areas of the firm to define sales and marketing data, reporting and CRM requirements, and then worked directly with my data analysts and developers to implement same. I was a Subject Matter Expert for the business with regard to sales and asset data, client information and third party industry information, and the effective implementation and downstream usage of these assets. I assumed the role of Head of Data Governance as they built out a new enterprise data warehouse. -
Vp, Head Of Data Management For CrmLegg Mason Jul 2007 - Jul 2010Stamford, CtAt Legg Mason, a mid-sized, Baltimore based asset manager, I was responsible for the data quality for the LM Americas CRM. I managed a team of data analysts supporting the CRM system, as well as provided sales reporting and target marketing reporting for the firm. Key projects I was involved in were ongoing territory and zone management of the sales teams, the initial score carding of the sales team members for compensation tracking, as well as segmentation efforts done to increase the sales teams' effectiveness.
Joan Wallace Skills
Joan Wallace Education Details
-
Computer Science -
St. Edmond'S High School
Frequently Asked Questions about Joan Wallace
What company does Joan Wallace work for?
Joan Wallace works for Ss&c Technologies
What is Joan Wallace's role at the current company?
Joan Wallace's current role is Financial Services Operations Supervisor.
What is Joan Wallace's email address?
Joan Wallace's email address is jw****@****mtn.com
What is Joan Wallace's direct phone number?
Joan Wallace's direct phone number is +120324*****
What schools did Joan Wallace attend?
Joan Wallace attended City University Of New York, St. Edmond's High School.
What are some of Joan Wallace's interests?
Joan Wallace has interest in Poverty Alleviation, Acoustic Wilton.
What skills is Joan Wallace known for?
Joan Wallace has skills like Technical Staff Management, Business Intelligence, Sdlc, Business Analysis, Financial Services, Process Improvement, Business Strategy, Strategy, Strategic Planning, Business Development, Analytics, Leadership.
Not the Joan Wallace you were looking for?
-
2census.gov, va.gov -
Joan Wallace
Chicago, Il2t4hillinois.org, cognizant.com1 (773) 6XXXXXXX
-
Joan Wallace-Benjamin, Ph.D.
Founder And President At Joan Wallace-Benjamin, Ph.D. Executive CoachingBoston, Ma2thehome.org, giftdrive-thehome.org4 +161723XXXXX
-
1aol.com
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