Position:
Vice President of Wealth Management Solutions at Relationship Capital Partners, Inc.
Location:
Greater New York City Area
Work:
Relationship Capital Partners, Inc.
- Greater New York City Area since May 2013
-
Vice President of Wealth Management Solutions
Pershing LLC (Bank of New York Mellon)
Jan 2008 - Dec 2012
-
Director, Business Process Management Office & Business Inteligence
EMC Global Profesional Services (formerly BusinessEdge Solutions, Inc.)
- New York/New Jersey Jan 2004 - Dec 2007
-
Sr. Management Consultant/Account Manager, Financial Services
Paragon Computer Professionals, Inc
- New York/New Jersey 1997 - 2003
-
Director, Solutions Development Center & Client Strategy
Citigroup (formerly The Copeland Companies)
- New Jersey 1996 - 1997
-
Principal Analyst / Project Manager
American Express
- Houston, Texas 1994 - 1996
-
Sr. Business Analyst / Project Manager
Unisys Space Systems Division / NASA
- Houston, TX 1989 - 1993
-
Sr. Software Engineer
Skills:
Financial Services, Program Management, Integration, Business Process Re-engineering, CRM, Business Analysis, Vendor Management, Business Process Management, Financial Advisory, Business Intelligence, Innovation, Customer Experience, Business Strategy, Wealth Management Services, Management Consulting, Practice Management, Business Transformation, Business Architecture
Certifications:
Series 7 & Series 24, FINRA