Thomas Trochanowski

Experience

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  American Management Systems (AMS)

  Jul 1995 - Apr 1999

  Senior Consultant

  Participated on several major system implementation engagements across multiple industries. Engagements included implementations of the CRM solution (Strata), Collection system (CACSPlus) and Loan Origination system.Sample Engagements:• Assisted with integration testing around Computer Assisted Collection System (CACSPlus) implementation for a large financial institution.• Assisted with assessment of business requirements for the State of California retirement account for a major financial institution. The assessment evaluated and tested business requirements criteria of the VRS (Voice Recognition System) for the 401(k) and the 457 retirement plans. Objective of the assessment was to identify potential inefficiencies and recommend enhancement opportunities to existing system capabilities.• Assisted with current process assessment, organizational impact assessment and policy/procedure documentation for the Client Relationship Management (CRM) project at a global bank. • Served as an advisor in the area of direct marketing, market segmentation, and execution of direct marketing campaigns for a major international financial institution.• Assisted with definition and development of customer value and risk score models for a major financial institution.• Assisted with implementation and testing of market segmentation and client relationship strategies for a major financial institution. Scope of the project covered reactive and proactive marketing, customer assessment and credit underwriting. Show less

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  KPMG US

  May 1999 - now

  Principal
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  Charlotte Symphony

  Jul 2011 - Jul 2014

  Board Member