Michael Ciccone

My primary responsibility in this project was to design, build, and implement a series of digital processes and workflows. These were aimed at leveraging automation and a centralized operations team to systematize and streamline crucial aspects of the client's journey. My role also extended to providing training on these newly implemented systems, ensuring a smooth transition and effective use of the digital tools.

I developed several time-saving automations to enhance efficiency, such as creating one-click pre-filled client contracts for electronic signatures by integrating DocuSign and Salesforce, significantly reducing the time spent on contract management and improving the overall client experience.

Through these initiatives, I contributed to transforming the client's journey, making it more efficient and user-friendly by harnessing the power of digital tools and automation.

I spearheaded systems integration, e-signature, project management, trading and rebalancing systems, data aggregation, development of workflows and procedures, optimization and digitization of existing procedures, vendor management, and compliance tools. I designed, built, implemented, and trained on a series of digitized processes and workflows that leverage automation and a central ops team to systematize and streamline key elements of the client journey.

I handled all aspects of the firm's Black Diamond, including initial implementation and setup, daily administration, reporting and report template creation, billing, trading/rebalancing administration, new feature testing and roll-out, integration setup, and new integration development.