
Former Model UN Nerd turned Software Aficionado. I leverage my 5+ years of software and consulting experience to help clients in the private capital industry achieve their strategic, financial, and operational goals. My core competencies include project management, implementation, client service, and sales support. I have a proven track record of delivering successful outcomes for companies managing assets exceeding $100 billion, thanks to my innovative, creative, and analytical approach, as well as my exceptional organization and self-motivation. I am passionate about using software to create more effective organizations and empower private capital professionals.
allvuesystems.com
jeffersonfrank.com
jpmorganchase.com
dynamosoftware.com
New York, New York, United States
Client Success Manager
Allvue Systems
• www.linkedin.com/company/allvuesystems
• Full-time
Sep 2024 - Present
New York, New York, United States
Implementation Manager
Allvue Systems
• www.linkedin.com/company/allvuesystems
• Full-time
Oct 2023 - Sep 2024
New York City Metropolitan Area
Consultant
SteelBridge Consulting
• www.linkedin.com/company/steelbridge-ventures-consulting
• Full-time
Mar 2022 - Sep 2023
New York, United States
Project Manager
Pereview Software
• www.linkedin.com/company/pereviewsoftware
• Contract
Jul 2022 - Aug 2023
Implementation Specialist
Dynamo Software
• www.linkedin.com/company/dynamo-software
• Full-time
Nov 2019 - Mar 2022
New York City Metropolitan Area
Recruitment Consultant
Jefferson Frank
• www.linkedin.com/company/jefferson-frank
• Full-time
Oct 2018 - Oct 2019
Greater New York City Area