John Vigliotti
- Role
- Implementation Project Manager at Smartleaf
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About John Vigliotti
Highly skilled, analytical and well-spoken systems analyst with expertise in project…
Experience
Implementation Project Manager
Mar 2022 — Present
Project Manager for SaaS implementations of Smartleaf’s rebalancing software. I serve as our client’s main point of contact for all things onboarding, training and integration. Based upon a client firm’s needs, we configure Smartleaf to satisfy their investment policies and produce trade recommendations on a daily basis. I also onboard client firms onto Smartleaf Asset Management’s Advisor Portal platform. As a member of the client services team, I work closely with our development, leadership and product management teams to facilitate & prioritize new software features and enhancements.
Skills
- Teaching
- Blogging
- Time Management
- English
- Editing
- Windows
- Powerpoint
- Customer Service
- Microsoft Word
- Teamwork
- Copy Editing
- Meditech
- Critical Thinking
- People Skills
- Leadership
- Software Implementation
- Writing Skills
- Os X
- Google Docs
- Team Leadership
- Writing
- Financial Software Implementation
- Technical Writing
- Project Management
- Technical Support
- Training
- Software Documentation
- Public Speaking
- Troubleshooting
- Creative Writing
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