Ross Thompson
Pelham,AL
Summary
Personable Technical Consultant with 4 years of helping individuals and companies better utilize technology to achieve goals. Adept at communicating complex concepts and technical roadmaps to everyone from Chief Technical Officers to Floor Workers. Accomplished at applying statistical analysis to upgrade systems and operations, without dismissing invaluable human input and intuition.
Overview
4
4
years of professional experience
Work History
Technology and Training Manager
EverSource Wealth Advisors
04.2023 - Current
- Create and implement comprehensive training program to increase employee productivity and adoption
- Develop customized technology scope of work plans to address unique requirements of clients
- Oversee vendor relationships with all core technology
- Manage multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals
- Serve 100 + team members on technical needs daily
- Pilot IT sector of company and administer cybersecurity polices
- Establish comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results
Operations Associate
OneAscent Financial Services
07.2020 - 04.2023
- Optimized workflow capabilities by integrating Conga Mix Forms and Conga Orchestrate into Salesforce
- Synchronized marketing automation software with Salesforce to enhance lead generation
- Planned and led company-wide meetings with 75+ employees
- Built business development module within Salesforce to drive firm growth
- Utilized project management software and created 200+ step process for transitioning advisors’ book of business to OneAscent financial services
- Designed sales process and service-tracking solutions in Hubspot
- Monitored company compliance procedures to accurately report to SEC.
Education
Bachelor of Science in Commerce and Business Administration - Finance & Economics
The University of Alabama, Culverhouse College of Business
05.2020
Skills
- SQL Certified
- Microsoft Excel
- Hubspot Administrator
- Mondaycom Administrator
- Office 365 Administrator
- Salesforce Administrator
Timeline
Technology and Training Manager
EverSource Wealth Advisors
04.2023 - Current
Operations Associate
OneAscent Financial Services
07.2020 - 04.2023
Bachelor of Science in Commerce and Business Administration - Finance & Economics
The University of Alabama, Culverhouse College of Business
Similar Profiles
Siddharth IyerSiddharth Iyer
Private Banker at ASK Wealth AdvisorsPrivate Banker at ASK Wealth Advisors
Daniele MillerDaniele Miller
Client Account Manager/ FAA at Prime Wealth AdvisorsClient Account Manager/ FAA at Prime Wealth Advisors
CRYSTAL MONTOYACRYSTAL MONTOYA
Office Coordinator at Sound View Wealth AdvisorsOffice Coordinator at Sound View Wealth Advisors
Edwin K. MugoEdwin K. Mugo
Accountant at Disability Determination ServiceAccountant at Disability Determination Service
Rachael BillingsleyRachael Billingsley
Assistant Manager at Old NavyAssistant Manager at Old Navy