Reporting
Created and managed interactive PowerBI based reports integrating internal and external data sources. Highlights include:
Traditional Brokerage, Private Equity, Off Books, Customized Assets
Solutions for Operations, Internal Client Teams, Investment Department, and External Clients
Data from SQL (internal and external), Excel, CRM, Investment Data Providers etc.
Multi year data/reporting/accounting platform transitions from technical and data management side
CRM Implementation & Management – Review, Implementation and Rollout of Salesforce Lightning based CRM system w/ Overlay
Trading Process – Experience as Trader as well as solutions helping automate trading firm wide
Client Tax Reporting & Internal Transaction Review Overhaul & Automation
Projects + Solutions
Multi Family Office Experience
Operational Knowledge – Back Office process creation and automation
Job Description Input/Creation + Technical Lead on Hiring and Interview process
Managed internal Data Department
Member/Admin of Trust, Investment, IT, Social and Charitable Committees over the years
Data + IT Systems Knowledge
- Salesforce CRM Admin
- Lightning w/ WealthHub Overlay
- O365 Admin
- PowerBI
- Admin, Creator, Break-Fix
- Row Level Security
- Internal & External User Management
- Workspace and Data Gateway Management
- AI Tools Experience
- ChatGPT, CoPilot, Perplexity, Bard, Poe
- Various Image Generators
- AI App Development
- LLM Training
- SQL Server Admin (on Prem and Azure)
- Power Query Admin
- SSMS Admin – Jobs and Table Management
- PC and Server Hardware Knowledge
- VMs, RDC, ODBC Management
- Power Automate Admin
- Investment Data Providers
- FactSet, Morningstar, Pitchbook, Excel API Integrations
- Portfolio Management Systems
- PCR, Addepar, Black Diamond, Tamarac
- Monday, Asana & Motion Task Management Solutions
- Schwab, Fidelity, ML, MSSB, Commerce Datafeeds and Interfaces
- External Managed IT/Help Desk Relationship Management
- Cryptocurrency
- Discussed with clients and represented company in local public presentations.
- LastPass Admin
- WordPress Website Design & Management
- SharePoint
- Intranet Creator and Admin
- Automation and Ops Process Creation