Jennifer Hall

About Jennifer Hall

Extensive experience in the financial services industry dealing with Finance, Compliance, Sales Operations, CRM, Marketing and Technology processes.Proven track record of process improvement and innovation.Significant experience dealing with Sr. Management, Sales Executives and Line of business partners to ensure project needs are met.Well-developed written and verbal communication skills.Strong ability to personally recruit, train and supervise professional personnel.Experience in conversions, data integration, fund mergers and technology enhancements.Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and \"likes\" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit for more important disclosures and information.

Experience

1. Director Business Analysis

   Columbia Threadneedle Investments

   Oct 2013 — Present · Boston, MA, US

   Salesforce System Administrator for over 300 users. Successfully integrated Salesforce into Intermediary Line of business. Project resulted in clean contacts and accounts within Salesforce org.Extensive experience creating and maintaining Profiles, Roles, Page Layouts and Org Wide Settings within Salesforce.Worked on project team that developed a process to report on Team Sales. Manage the Data Analytics team providing reporting, data analysis, and technical support for External Wholesalers and Sales associates.Deployed 150 iPad’s placing relevant sales information, compliant marketing materials and CRM at point of sale. Assist the line of business with new technologies, reports and the development of best practices.

Skills

• Business Analysis
• Mappoint
• Data Analysis
• Crystal Reports
• Process Improvement
• Integration
• Asset Management
• Financial Services
• Crm
• Dst
• Visio
• Analysis
• Relationship Management
• Business Objects
• Apex Data Loader
• Requirements Gathering
• Salesforce.com Administration
• Finance
• Management
• Salesforce.com
• Business Requirements
• Mutual Funds
• Risk Management
• Salesforce Training
• Sharepoint
• Asset Managment
• Vendor Management