Summary
Overview
Work History
Education
Skills
Timeline
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Timothy Wise

New York,NY, NY

Summary

Dedicated analyst with over three years of experience helping clients meet and exceed investment goals. I bring forth expertise in business operations, people management, client oversight, market research, and issue resolution talents, while overseeing multiple tasks at once. Gaining experience in these areas, while privileged to have senior leadership guide my decision making has been very helpful, thus leading ultimately to success creating new business opportunities.


Overview

4
4
years of professional experience

Work History

Senior Project Manager

ThirdBridge Ltd.
05.2024 - Current
  • Monitored project progress and delegation, while also developing strategy for account growth and new opportunities
  • Spear-headed project execution and traveled to present tested data and product enhancements to clients (Boston, Toronto, & Philadelphia)
  • Monitored contracts and service level agreements to identify potential risks and implement mitigation actions to protect development process from unforeseen delays and costs.
  • I created weekly status reports for senior management and presented tools for client success, on achieving monthly/quarterly quotas
  • Gross Profit Generated: $597,000 (127%)

Project Manager

ThirdBridge Ltd.
02.2023 - 05.2024
  • Led on research projects surrounding mergers and acquisitions and capital expenditures
  • Delivered positive QoQ growth for selected account books and grew revenue by attracting new customers
  • Collaborated with account management, sales, and product management to innovate customer preferences within operations, and increase client usage
  • Gross Profit Generated: $678,000 (131%)

Associate

ThirdBridge Ltd.
06.2022 - 01.2023
  • Delivered on research projects in TMT, mining/metals, consumer/retail, SaaS, & cloud migration for public equities clients
  • Gross Profit Generated: $87,000 (117% MoM)

Commercial Associate

Angi
10.2021 - 05.2022
  • Focused on expanding on Angi's customer/contract network
  • Engaged new customers on product variety and user access via phone meetings
  • Delivered nineteen new clients to Angi's network during seven months

Education

BA - Criminology -

Cortland State
NY

Skills

  • Microsoft Office
  • Google Suites
  • Public Speaking
  • Presentation
  • Account Success
  • Data Usage
  • Market Trends
  • Finance
  • Investment Preparation
  • Mergers & Acquisitions Research
  • Commercial & Strategy
  • Customer Negotiations
  • Forecasting
  • Business Management

Timeline

Senior Project Manager

ThirdBridge Ltd.
05.2024 - Current

Project Manager

ThirdBridge Ltd.
02.2023 - 05.2024

Associate

ThirdBridge Ltd.
06.2022 - 01.2023

Commercial Associate

Angi
10.2021 - 05.2022

BA - Criminology -

Cortland State

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