Sales strategy lead for JPM's Consumer Originations Mortgage business. My primary focus is to lead chnage management efforts impacting Sales and Production units across the country. My current focus has been the development and continued adoption of Salesforce for our Home Lending Advisors and cross-functional sales teams utilizing Agile development methodologies. (see resume for additional details)

Clients included: Omgeo LLC/DTCC, Garnet Capital and doughmain
At Omgeo I was a product and performance analyst for the FI and Equity product teams. My main objective was to work with Investment Managers and Broker/Dealers to build business intelligence tools and reports focused on straight through processing (STP) and links to back office operations. I performed product demonstations on client site including product support and led the team to enhance functionality.

• Developed and executed pricing tests to identify optimum pricing and maximize profitability within the Customer Retention and Direct to Consumer divisions.

Increased loan production by 30% over previous campaigns for Citi’s Premier Line of Credit and Loans, with an expanded emphasis on test design, collaterals and web marketing content, and promotional redesign.

Various roles in merger integrations and IT Project Management

Sales Manager with Series 6 and 63