Resumes
Resumes
Senior Director, Strategic Customer Success
View pageLocation:
Chicago, IL
Industry:
Computer Software
Work:
Capstone Financial Advisors since Apr 2009
Sr. Financial Analyst
The Ayco Company, L.P. Jul 2006 - Nov 2008
Sr. Financial Planner
Circuit City Mar 1999 - Feb 2003
Sales Manager
Circuit City Mar 1999 - Feb 2003
Sales
Sr. Financial Analyst
The Ayco Company, L.P. Jul 2006 - Nov 2008
Sr. Financial Planner
Circuit City Mar 1999 - Feb 2003
Sales Manager
Circuit City Mar 1999 - Feb 2003
Sales
Education:
University of Illinois at Urbana-Champaign 2004 - 2006
MBA, Finance University of Illinois at Urbana-Champaign - College of Business 2004 - 2006
MBA, Finance, Marketing Eastern Illinois University 2003 - 2004
BS, Finance
MBA, Finance University of Illinois at Urbana-Champaign - College of Business 2004 - 2006
MBA, Finance, Marketing Eastern Illinois University 2003 - 2004
BS, Finance
Skills:
Leadership
Management
Saas
Crm
Salesforce.com
Business Analysis
Financial Analysis
Strategic Planning
Project Planning
Process Improvement
Cross Functional Team Leadership
Strategy
Software As A Service
Program Management
Product Management
Team Leadership
Business Process Improvement
Software Project Management
Customer Relationship Management
Financial Modeling
Investment Strategies
Investment Advisory
Strategic Financial Planning
Analysis
Analytics
Portfolio Management
Model Portfolios
Financial Planning
Software Implementation
Data Analysis
Project Implementation
Bigmachines
Management
Saas
Crm
Salesforce.com
Business Analysis
Financial Analysis
Strategic Planning
Project Planning
Process Improvement
Cross Functional Team Leadership
Strategy
Software As A Service
Program Management
Product Management
Team Leadership
Business Process Improvement
Software Project Management
Customer Relationship Management
Financial Modeling
Investment Strategies
Investment Advisory
Strategic Financial Planning
Analysis
Analytics
Portfolio Management
Model Portfolios
Financial Planning
Software Implementation
Data Analysis
Project Implementation
Bigmachines
Languages:
English
Certifications:
License 164056
Certified Financial Planner
Certified Financial Planner