Karen C.

Experience

• 

  Simsol Software

  May 2006 - Mar 2007

  Client Service Representative
• 

  BNY Mellon

  Mar 2007 - Sept 2009

  Client Service Representative - Mutual Funds Custody
• 

  Raymond James

  May 2010 - Jul 2018

  • Registered Sales/ Trading Assistant II

    Apr 2014 - Jul 2018

  • Fixed Income Trade Support Associate III

    May 2010 - Mar 2014
• 

  FactSet

  Jul 2018 - Nov 2022

  • Senior Digital Specialist - Merrill Lynch

    Oct 2020 - Nov 2022

  • Digital Adoption and Experience Lead - Merrill Lynch

    Sept 2019 - Oct 2020

  • Digital Specialist - Merrill Lynch

    Jul 2018 - Sept 2019
• 

  Bank of America Merrill Lynch

  Nov 2022 - now

  Vice President, Digital Channel Manager

  - Drive acquisition, retention, and servicing strategies by leveraging the digital capabilities- Work with clients to better understand available technology- Identify new and innovative ways to spread awareness and increase technology adoption while ultimately reducing the volume of emails distributed to the field- Utilize creative skills to identify opportunities to market existing training and technology offerings for optimal penetration- Work in partnership with the collective Business Technology team to support production escalations and recurring communication efforts Show less