Background:

Visionary Operations Executive with solid experience managing all levels of multiple projects including budgeting and administration. Results oriented leader with experience working and leading in large and small teams. Ability to adapt to and foresee opportunities in the rapidly changing financial services landscape.

Professional Specialized Experience:

Assist with daily/weekly workload planning and volume forecasting by gathering, tracking and analyzing incoming volumes.

Provide training for new processes or projects as well as new employee training.

Address and document employee issues identified on the floor in a timely and professional manner, keeping the department manager apprised of egregious behavior.

Participate in the selection and interviewing of potential candidates.

Assist with testing of system updates.

Monitor Investment Advisory account reports to ensure they are worked according to procedures.

Coordinate bi-monthly team meetings.

Identify gaps in platform offerings by understanding competitors’ platforms as well as additions/revisions identified by Advisory, Research, or reduce risk.

Prioritize and evaluate next generation platform enhancements, partnering with Technology, Investment Management & Guidance, Advisory, Risk and Compliance to evaluate critical needs for immediate focus.

Collaborate with Technology and other internal partners to identify platform issues, and enhance the user interface and interaction experience.