Kimberly Scott
Sr. Professional Services Consultant at BetaNXT
- Role
- Sr Professional Services Consultant at BetaNXT
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kimberly Scott
Strategic and results driven executive with 20+ years of leadership across institutional…
Experience
Sr Professional Services Consultant
Jul 2022 — Present
Senior member of the Implementation and Integrations team providing project leadership in onboarding new clients and third-party vendors integrating into the BetaNXT ecosystem. Lead consultant on specialized projects.
Education
Ball State University
Bachelor of Science (BS), Corporate Finance and Financial Institutions
1989 — 1993
Skills
- Equity Research Analysis
- Valuation
- Compliance
- Equity Trading
- Presentation Skills
- Sales
- Budget Management
- Financial Analysis
- Trading Operations
- Relationship Management
- Investments
- Data Management
- Portfolio Management
- Investment Analysis
- Market Analysis
- Financial Technology
- Mutual Funds
- Project Management
- Technology
- Financial Services
- Vendor Relationship Management
- Operational Effectiveness
- Research
- Securities
- Proficient in Many Systems and Software Providers, Including Advent Axys/Moxy, B
- Account Management
- Budgeting
- Hedge Funds
- Reporting & Analysis
- Process Improvement
- Equities
- Series 7
- Business Analysis
- Data Analysis
- Trading
- Bloomberg
- Asset Management
- Technology Needs Analysis
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