Excellent communicator and compassionate leader. Cultivates cross-team relationships to optimize goals and output, resolve complex problems and deliver innovative improvement strategies.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Team Lead, Implementation Specialists
SS&C Technologies | Black Diamond
10.2022 - Current
Lead, manage and support the Black Diamond Implementation Specialist team, responsible for data authorization for all Black Diamond clients as well as implementation case queues
Collaborate with internal teams to share product knowledge, identify areas of improvement and create scalable solutions
Foster a culture that demonstrates commitment to excellence, professionalism, and a positive client experience
Implementation Consultant
SS&C Technologies | Black Diamond
06.2021 - 10.2023
Served as project driver and authoritative source for customers implementing Black Diamond
Leveraged industry-specific knowledge to offer expert advice on best practices for configuration during consultations with clients
Optimized client's workflows, analyzing existing processes and recommending improvements during system customization
Developed strong relationships with clients, fostering trust and long-term partnerships through professionalism and expertise
Marketing & Client Service
Sawgrass Asset Management, LLC
11.2013 - 05.2021
Managed proposal/due diligence processes and reporting
Developed and executed multi-channel marketing campaigns
Built & maintained the company website, saw-grass.com
Served as a member of the firm’s Sales and Marketing Strategy Committee.
Program Manager
Ocenture, LLC
07.2012 - 07.2013
E-Commerce Business Analyst
Thermo Fisher Scientific
04.2011 - 05.2012
Web Content Editor
Thermo Fisher Scientific
12.2008 - 03.2011
Sales & Marketing Consultant
Fortegra Financial
07.2007 - 11.2008
Legal Assistant
Harrell & Harrell, P.A.
05.2004 - 07.2007
Education
Master of Business Administration -
Chatham University
Pittsburgh, PA
08.2015
Bachelor of Science, Communications - Advertising
University of Florida
Gainesville, FL
05.2007
Skills
Teamwork and Collaboration
Idea Development and Brainstorming
Daily Workflow Improvement
Project Planning
Documentation and Reporting
Client Service
Issue Research
People Management
Applications
SS&C Black Diamond
Seismic Enablement Software
Salesforce
Microsoft Office Suite: Excel, PowerPoint, Visio, Word, Outlook
Adobe: Working knowledge of InDesign, Photoshop, Acrobat Professional
Basic HTML, WordPress, Squarespace
Certification
FPPTA Former Certified Public Pension Trustee
Yoga Alliance 200-Hour Certified Yoga Instructor
Baptiste Yoga Institute Tier 2 Certified Educator
Timeline
Team Lead, Implementation Specialists
SS&C Technologies | Black Diamond
10.2022 - Current
Implementation Consultant
SS&C Technologies | Black Diamond
06.2021 - 10.2023
Marketing & Client Service
Sawgrass Asset Management, LLC
11.2013 - 05.2021
Program Manager
Ocenture, LLC
07.2012 - 07.2013
E-Commerce Business Analyst
Thermo Fisher Scientific
04.2011 - 05.2012
Web Content Editor
Thermo Fisher Scientific
12.2008 - 03.2011
Sales & Marketing Consultant
Fortegra Financial
07.2007 - 11.2008
Legal Assistant
Harrell & Harrell, P.A.
05.2004 - 07.2007
Master of Business Administration -
Chatham University
Bachelor of Science, Communications - Advertising
University of Florida
FPPTA Former Certified Public Pension Trustee
Yoga Alliance 200-Hour Certified Yoga Instructor
Baptiste Yoga Institute Tier 2 Certified Educator
Similar Profiles
Holly FranklinHolly Franklin
Product Specialist at SS&C Technologies; SalenticaProduct Specialist at SS&C Technologies; Salentica