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2016
Technology Consulting &
Implementation Projects
My passion is to provide value and capacity
to growing companies and to help them
achieve their strategic objectives. My
strengths include problem solving and
project implementation while bridging the
gap between technology and business
needs. My experience includes a variety of
technical implementations that delivered
business objectives.
Going forward my focus will be on similar
projects that help implement strategic
initiatives and grow businesses. We will
assess the current technology platform and
future business needs to map out a plan to
methodically implement needed changes.
Emphasis will be placed on streamlining
processes and data flow to reduce
expenses.
Vendor assessments may also be a part of
the overall recommended solution. We will
look at alternatives and map vendor
solutions to business needs ensuring that
the selections are cost-justified given the
overall plan.
Industry Experience
Pershing Conversion
Converted 14,000 accounts over
$2B in assets to the Pershing
platform in less than six months.
Project included integrations with
Xtiva, RegEd, LaserApp and
Albridge to streamline the back
office operations.
Xtiva Implementation
Consolidated and migrated
commission schedules onto the
Xtiva platform. New integrations
with the back office systems
improved efficiencies and
minimized opportunity for error.
Vendor Rollout &
Management
Albridge Wealth Reporting
Compliance
• AdTrax
• AuditTrax
• ComplaintTrax
CRM
• SmartOffice
Email Archiving
• SMARSH
Financial Planning Software
• MoneyGuide Pro
• eMoney
Morningstar Advisor Workstation
STRATEGIC TECHNOLOGY CSI
Consulting | Solutions | Implementation

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Strat Tech CSI - Marketing PDF

  • 1. 2016 Technology Consulting & Implementation Projects My passion is to provide value and capacity to growing companies and to help them achieve their strategic objectives. My strengths include problem solving and project implementation while bridging the gap between technology and business needs. My experience includes a variety of technical implementations that delivered business objectives. Going forward my focus will be on similar projects that help implement strategic initiatives and grow businesses. We will assess the current technology platform and future business needs to map out a plan to methodically implement needed changes. Emphasis will be placed on streamlining processes and data flow to reduce expenses. Vendor assessments may also be a part of the overall recommended solution. We will look at alternatives and map vendor solutions to business needs ensuring that the selections are cost-justified given the overall plan. Industry Experience Pershing Conversion Converted 14,000 accounts over $2B in assets to the Pershing platform in less than six months. Project included integrations with Xtiva, RegEd, LaserApp and Albridge to streamline the back office operations. Xtiva Implementation Consolidated and migrated commission schedules onto the Xtiva platform. New integrations with the back office systems improved efficiencies and minimized opportunity for error. Vendor Rollout & Management Albridge Wealth Reporting Compliance • AdTrax • AuditTrax • ComplaintTrax CRM • SmartOffice Email Archiving • SMARSH Financial Planning Software • MoneyGuide Pro • eMoney Morningstar Advisor Workstation STRATEGIC TECHNOLOGY CSI Consulting | Solutions | Implementation