Catie Somers

Revenue Operations Specialist @ Ultimus Fund Solutions

Role
Revenue Operations Specialist at Ultimus Fund Solutions
Location
New York, NY, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Catie Somers

As an Assistant Vice President, Business Development at Ultimus, I support the…

Experience

  1. Revenue Operations Specialist

    Ultimus Fund Solutions

    Dec 2024 — Present · Philadelphia, PA, US

    Cleans up Qvidian data library to ensure accuracy and efficiency in information management.• Manages opportunity information in Salesforce to streamline sales processes.• Assisting in the launch of the FINTRX program.• Contributes to writing, copy editing, and organizing Request for Proposals for clients.

Education

  • Alfred Lerner College of Business & Economics at University of Delaware

    Bachelor of Science - BS

    2017 — 2021

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Catie Somers — Revenue Operations Specialist at Ultimus Fund Solutions in New York, NY, US | Unifers