Sr. Field Technology Specialist
May 2015 — Present
● Provides guidance and education to employees, key service providers, and vendors.
● Manages our technology vendors relationships, as well as serve as a liaison to our financial advisors to ensure service and organizational technology objectives are met.
● Implemented process improvements based on analysis of business trends and needs.
● Completed the successful roll-out of our TransAlpha program company-wide and successful made enhancements to current field technology.