With over 30 years of business experience as well as being a business owner since 2007, I have the business analysis skills to work with clients to determine the best solution for their needs. I work with clients to match their requirements to their budget, ensuring only requests that provide the right value proposition are worked on.
I have a very strong understanding of the Wealth Management/RIA, Private Equity and Investment Banking areas and have pre-built functionality to support each. Over the years, I have learned a lot of best practices and needs of these groups, which I will bring to your project.
Since 2007, I have been working with clients across the country helping them design, build and implement their Salesforce.com solutions. With my multiple Salesforce certifications, I have the knowledge and experience to implement these solutions efficiently and cost effectively. I also bring a number of best practices to clients based upon what I have seen work well in the past.
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