
Blade William Varian
Intern

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About me
Fisher Investments Private Client Group International
Education

UC Berkeley
2009 - 2013Bachelor of Arts (BA) Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University
2012 - 2012
Experience

ARYx Therapeutics
Jul 2007 - Aug 2007InternMaintained glassware and library of reagents. Learned basic chemistry and synthesized compounds to be tested for pharmaceutical use.

Obscura Digital
Jun 2010 - Aug 2010InternManaged the work space for new project installations. Helped manage the layout for Google's annual Creative Sandbox party.

Solar Marketing Group
Feb 2011 - Sept 2011InternDrafted and edited proposals for clients. Sought out new business. Researched for projects and marketing campaigns. Ran the interview process for new business development candidates.

KALX Community Radio
Jul 2012 - Aug 2013Head of Public AffairsManage the informational programs and Public Service Announcements at the station.

Fisher Investments
Sept 2013 - nowLed firm-wide sales technology transformation, including design and implementation of Salesforce as our global private client sales CRM solution. With a focus on efficiency and user experience, I am responsible for managing the core CRM functionality utilized by roughly 700 salespeople across 12 countries.My role involves close collaboration with developers to ensure agile and responsive releases that meet the dynamic needs of our high-activity sales teams. While migrating all global sales users and millions of client records to new systems within a tight 9-month timeframe, I was also responsible for developing training, ensuring employee preparedness, and maintaining business continuity throughout the digital transformation.I am dedicated to driving continuous improvements that enhance operational efficiency and deliver a seamless user experience. Through strategic planning, training initiatives, and ongoing support structures, I ensure that our CRM solution aligns with Fisher's business goals and contributes to our growth and success. Show less
Program Manager, Sales CRM Modernization - Global Expansion, Private Client Group International
Jun 2023 - nowTeam Leader - Global Expansion, Private Client Group International
Jan 2022 - Jun 2023Program Manager - Global Expansion, Private Client Group International
Sept 2019 - Jan 2022Manager - US Private Client Group Inside Sales
Nov 2018 - Sept 2019Program Manager - US Private Client Group Inside Sales
May 2016 - Nov 2018US Private Client Group Correspondence and Resolution Associate
Nov 2014 - Apr 2016US Private Client Group Client Account Coordinator
Sept 2013 - Nov 2014
Licenses & Certifications
- View certificate

Series 65
NASAAJan 2017
Languages
- frFrench
- itItalian
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