Financial Technology Consultant
Innovest Systems Apr 1, 2013 - Oct 2016
Senior Vice President, Marketing
Innovest Systems Jun 2009 - Apr 2013
Vice President, Client Service
Innovest Systems Feb 2006 - Jun 2009
Senior Relationship Manager
Innovest Systems Sep 2005 - Feb 2006
Business Analyst
Education:
Nyu Stern School of Business 2011 - 2014
Master of Business Administration, Masters, Corporate Finance
Pace University 2000 - 2004
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Skills:
Project Planning Project Management Client Liaison Training Business Analysis Management Marketing Strategy Product Development Product Marketing Resource Management Team Building Wealth Management Software Documentation Enterprise Software Trust Charitable Trusts Compliance Corporate Actions Qualified Retirement Plans Global Custody Bank Reconciliation Securities Risk Management Vendor Management Strategic Partnerships Fixed Income Relationship Management Sdlc Equities Financial Services Product Management Strategy Portfolio Management Asset Management