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Ali Vance

Ali Vance

Intern

Followers of Ali Vance1000 followers
location of Ali VanceDenver Metropolitan Area

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  • Timeline

  • About me

    Data Integration Enthusiast | Consultant | Project Manager | Operations Energetic professional passionate about creating efficient businesses and a great client experience.

  • Education

    • Homestead High School

      1999 - 2003

    • University of Colorado Boulder

      2016 - 2018
      Master of Business Administration (MBA)

    • University of Wisconsin-Madison - School of Business

      2003 - 2008
      Marketing, Finance, Spanish Language

      Activities and Societies: Kappa Alpha Theta Sorority - Vice President National Society of Collegiate Scholars - Board Member (2 years) Big Brothers Big Sisters Studied abroad in Madrid, Spain. Taught English to Spanish children. Consistent Dean's list inclusion. As Vice President of Kappa Alpha Theta sorority, ran recruitment during 2007.

  • Experience

    • RFP Commercial

      Jan 2005 - Jan 2005
      Intern

    • Robert W. Baird

      Jan 2006 - Jan 2008
      FInancial Services Intern

      Milwaukee, WI: Institutional Sales and Trading InternMadison, WI: Financial Advisor Branch InternAssisted FAs and Institutional Sales team members with various client service tasks and CRM systems. Assisted in implementation of a new CRM system (Madison). Targeted institutional clients with appropriate mailings (Milwaukee).

    • Artisan Partners

      Jun 2008 - Jul 2010
      Institutional Client Services Associate

      Provided marketing support to key sales associates. Coordinated flow of data and information between operations and sales departments. Completed client requests such as one-off questions and recurring quantitative and qualitative requests, including RFIs, DDQs and RFPs. Successfully automated quarterly accounting package reporting process to decrease production time by 2 – 3 days.

    • Denver Investments

      Nov 2010 - Jun 2018

      Denver Investments was acquired by Segall Bryant & Hamill in May of 2018. Conceived and implemented firm-wide reporting automation solution; estimated annual savings of approximately $20,000 and 30% of employee costs; reduction in production time of approximately 90%. Systematized firm-wide content through content creation and implementation of content database solution; estimated to have increased document review efficiency by 60% to 70%. Led and managed investment consultant outreach project. Identified company perception and product positioning; achieved 42% response rate; presented findings and recommended course of action to executive leadership. Function as project manager for firm-wide initiatives to improve processes and promote efficiencies; function as ongoing point of contact and subject matter expert on key third party vendor relationships. Show less

      • Senior Manager, Institutional Sales and Marketing

        Sept 2014 - Jun 2018

      • RFP Writer, Institutional Sales and Marketing

        Nov 2010 - Apr 2018

    • NuAge Experts, a C1 Company

      Jul 2018 - Jun 2021

      Managed projects totaling $2.5 million, representing 15% of total firm revenue. Responsible for client communication, timeline and budget monitoring, resource management, and general project oversight; function as a point of escalation for all client concerns. Worked as part of internal management team focused on business growth and process improvement, leading adoption and implementation of internal project management system, developing and documenting a process map for internal project management process, and creating associated resources for training and standardization of client deliverables and external communication expectations. Show less

      • VP, Delivery

        Mar 2021 - Jun 2021

      • Director of Managed Services

        Sept 2019 - Jun 2021

      • Senior Project Manager, Enterprise Program Manager

        Jul 2018 - Mar 2020

    • C1

      Jun 2021 - Jun 2024

      Lead Sales and Delivery teams in providing a best-in-class Salesforce consulting experience. Liaise with corporate ELT for effective practice management, practice leadership, and financial reporting. Responsible for planning, development, and day-to-day execution of all Salesforce Consulting Delivery, including technical best practices, client success, project process, and operational efficiencies related to delivery. Responsible for collaboration with Sales team to support sales efforts and deal cycles. Direct manager to team of 80+ consultants and technical resources.

      • Senior Director, Salesforce Practice

        Mar 2022 - Jun 2024

      • VP, Delivery

        Jun 2021 - Mar 2022

    • Big Whiskey

      Jan 2023 - now
      Owner

      Business operations consulting and coaching.

    • Wisconsin Foundation and Alumni Association

      Jan 2024 - now
      President - University of Wisconsin Mile High Alumni Chapter

    • Coordona

      Jan 2024 - now
      Nerd Wrangler

      Supporting clients with data-focused projects - including data migrations from old to new systems, data warehousing, and systems integrations. Supporting tech consultancies through data services augmentation.

  • Licenses & Certifications

    • Salesforce Certified Business Analyst

      Salesforce
      Sept 2022

    • Salesforce Certified Administrator (SCA)

      Salesforce
      Mar 2022

  • Honors & Awards

    • Awarded to Ali Vance
      Grammercy Institute Best in the West - Rising Stars in Financial Marketing, 2016 Grammercy Institute Dec 2016 Each year, Gramercy Institute reaches out to its vast network of several thousand financial marketing industry insiders to collect nominations for its “20 Rising Stars in Financial Marketing” program. Once nominated, the final “class” is selected on the basis of the following criteria:•Their professional work will be focused (predominantly) in financial services marketing.•Their leadership potential will be supported by accomplishment and service in their past and current… Show more Each year, Gramercy Institute reaches out to its vast network of several thousand financial marketing industry insiders to collect nominations for its “20 Rising Stars in Financial Marketing” program. Once nominated, the final “class” is selected on the basis of the following criteria:•Their professional work will be focused (predominantly) in financial services marketing.•Their leadership potential will be supported by accomplishment and service in their past and current positions.•They will possess the ability to clearly express their own industry opinions as well as their vision of the future of the financial services marketing industry.•They will possess a willing (and inspiring) voice--eager to be heard.•The "Twenty Rising Stars" delegation will represent a diverse cross-section of today's financial brands. Show less