Red Herring Holdings
(B2B and B2C financial services to clients across the globe in the form of Debt or Equity)
- Created process flows and maps out processes for requirements documentation, business processes/procedures, and launch training/communications.
- Managed product related forms implementation process; establishes meetings with required parties and recommends and executes process improvements.
- Created and/or supported development of training tools for sales and service teams to support new product initiatives and ongoing product training needs.
- Contributed to and executed contingency plans related to product initiatives. Created, stored, and maintained project-related reports for presentation to management through the use of the data warehouse, Access database, or other data sources.
- Carried out other tasks as required ensuring timely, accurate, and cost effective support and implementation of new initiatives or other projects supporting the sales and/or distribution of the company’s products.