Harvey X. Email & Phone Number

Seattle

• Actively listening to client concerns, complications, and inefficiencies to provide feedback and documentation of firm specific solutions, processes, workflows. • Product consulting in multiple aspects including: bulk data management, performance reporting, data analytics, billing, client portals, 3rd party integrations, and alternatives reporting. • Presenting new features, recognizing product specifications, and documenting defect behaviors.

Seattle, Washington

As a Sr. Implementation Analyst on the Advisor Services team I work directly with clients to migrate their historical data and on board them on to our Tamarac Advisor Xi Platform. Some of my achievements in the role include: -Project Data consultation and estimation for over 100 prospective clients-Custodial feed setup, development, and downloading for over 40 financial institutions -Data retrieval, conversion, and reconciliation-Post conversion database auditing through SQL… Show more As a Sr. Implementation Analyst on the Advisor Services team I work directly with clients to migrate their historical data and on board them on to our Tamarac Advisor Xi Platform. Some of my achievements in the role include: -Project Data consultation and estimation for over 100 prospective clients-Custodial feed setup, development, and downloading for over 40 financial institutions -Data retrieval, conversion, and reconciliation-Post conversion database auditing through SQL Server-Operating procedure and process documentation Show less