Addressed general BVAL platform client queries and administer customer service policies and procedures through trainings, reporting product changes and outages, deliver client alerts for file delivery or pricing issues, maintaining internal and external documentation, and addressing file request and delivery issues.
Served as a resource for various teams such as BVAL Product Managers, Evaluators and Sales to clarify BVAL pricing functionality, onboard new Evaluators through trainings as well as explain various platforms available for data delivery.
Coordinated with other departments such as the Chief Risk and Compliance departments to address Due Diligence Questionnaires (DDQs) requested by clients and developed compliance guideline FAQs for clients.
Contributed to BVAL product projects such as IBVAL through Beta testing, documentation updates, and entitlements code testing prior to production release.
Enterprise Support
Bloomberg
01.2013 - 10.2021
Handle client queries regarding the various products under the Enterprise Solutions such as Data License, Valuation Service (BVAL), SAPI and BPipe
Collaborate with other departments such as Network Operations, Global Data team, Data Feed teams, Implementation and Engineering to manage initial product engagement and address production issues to ensure proper resolution and communication with the client
Manage escalation accounts to assure clients issues are resolved in a timely and effective manner to maintain the high standards expected from our Enterprise products
Coordinate with Business and Engineering to test product enhancements and new product releases before the release date to identify issues and determine needed revisions or fixes
Address Enterprise product World Problems (WP) by coordinating with Engineering to communicate time-to-resolution updates to clients through our alert system and ensure that Root Cause Analysis (RCA) explanations are available for clients after the completion of the Post Mortem process.
Financial Research / Content Design Support
01.2009 - 01.2013
Worked with Research and Development to create new Calcroute fields to support existing platforms such as Data License, BVAL, Trading Systems, API, SAPI and BPipe
Continued maintenance of the Calcroute database through weekly database moves such as field property changes, deletions and modifications to product key associations (ex
Equity, Corp, Mtge, etc.)
Assisted the Data License support team through completing client support tickets, product specialist reports, and correctly assigning/re-assigning Data License field categories.
Team Leader/Data Support
01.2005 - 01.2009
Provided effective leadership to manage the customer support and maintenance of the Analyst Recommendations (ANR) and Earnings Estimates (EE) database
Coordinated product rollouts with global team leaders to ensure timely and accurate data to our clients
Worked with Research and Development to design department tools such as Global ANR procurement tool and schedule and test rollout to team members.
Team Leader/Technical Support
01.1997 - 01.2005
Managed the Integrated Products department, which consisted of the Data License, Research Contribution and Message Compliance products
The team was responsible for technical support and customer on-site training
Resolved communication issues such as firewalls and router connectivity using ping, trace route and NAT table translation and authorization
Setup FTP communication via Internet TCP/IP through dialup and network connectivity or through 56k and T1 leased dedicated circuits
Financial Research/Technical Support
Bloomberg
01.1993 - 01.1997
Maintained public mutual fund portfolios and insurance company Schedule-D holdings on the, System and ensured its integrity through periodic data quality control and function testing
Assisted clients with portfolio performance reports such as portfolio return analysis, portfolio scenario analysis and other company technical and fundamental analyses.
Credit Union Representative
NASSAU FEDERAL CREDIT UNION
01.1992 - 01.1993
Consistently performed teller duties such as deposits, withdrawals, customer service, etc
Responsible for mortgage verifications for Fannie Mae mortgages, VISA application processing, IRA monthly deposits, credit verifications and loan officer assistance.
Education
B.S - Business, Finance, Economics
RIDER UNIVERSITY
01.1989 - 01.1993
Masters of Business Administration - International Business
Rider University
01.1993 - 01.1996
Skills
Microsoft Products such as Powerpoint, Word and Excel
Certification
Financial Information Associate (FISD) – Financial & Information Services Association
Certificates
· Financial Information Associate (FISD) – Financial & Information Services Association
· Amazon Web Services (AWS) Certified Cloud Practitioner
Timeline
Enterprise Support
Bloomberg
01.2013 - 10.2021
Financial Research / Content Design Support
01.2009 - 01.2013
Team Leader/Data Support
01.2005 - 01.2009
Team Leader/Technical Support
01.1997 - 01.2005
BLOOMBERG FINANCIAL MARKETS
01.1993 - Current
Financial Research/Technical Support
Bloomberg
01.1993 - 01.1997
Masters of Business Administration - International Business
Managing Director at Securities Industry & Financial Markets Association (SIFMA)Managing Director at Securities Industry & Financial Markets Association (SIFMA)
Senior Technology Service Management Analyst - ITS at CSC Global Financial MarketsSenior Technology Service Management Analyst - ITS at CSC Global Financial Markets