- Multi-user web application designed for Advisors, Branch Managers and Compliance to ensure suitability of trades based on client's stated investment objectives and risk tolerance
- Experience with CRM service cloud via Treasury Management system
- Collaborated with stakeholders to define project objectives and criteria.
- Collaborated with cross-functional teams, ensuring cohesive approach to business analysis.
- Spearheaded change management efforts during major system implementations, minimizing disruptions to daily operations while maximizing employee buy-in for new processes.
Environments:
JAVA, HTML, Java Script, SQL, Oracle, QTP, HPQC, WINDOWS /NT, TOAD, Share-Point.