Bank of America Merrill Lynch
Avp, Treasury Solutions
Bank of America Merrill Lynch
Commercial Associate
Hsbc Mar 2015 - May 2016
Relationship Officer, Assistant Vice President
Hsbc Nov 2012 - Mar 2015
Client Service Executive
Lyxor Asset Management Mar 2011 - Mar 2012
Client Services
Education:
Dartmouth College 2006 - 2010
Bachelors, Bachelor of Arts, Creative Writing, English
University of Edinburgh School of Philosophy, Psychology and Language Sciences 2009 - 2009
Indian Hills High School 2002 - 2006
Skills:
Research Microsoft Excel Powerpoint Economics Microsoft Office Financial Analysis Investor Relations Leadership Equities Financial Modeling Microsoft Word Customer Service Marketing Social Media Kyc Client Interfacing Crm Sales Operations Market Research Maximizer Excel Sales Support
Certifications:
Series 7 Series 63 Certified Treasury Professional (Ctp)
Veeam Backup & Replication
Customer Success Manager
Sevone
Senior Manager - Global Pmo
Sevone May 2017 - Oct 2018
Manager - Professional Service Enterprise Americas Business
Sevone Mar 2016 - May 2017
Technical Project Manager
Sevone Mar 2015 - Mar 2016
Strategic Account Manager - Team Manager
Education:
University of New Hampshire 1991 - 1996
Bachelors, Bachelor of Arts, Spanish
Skills:
Forecasting Voice of the Customer Project Status Reporting Project Management Revenue Forecasting Customer Management Statements of Work Enterprise Software User Adoption Project Delivery