Brandon Roth

Experience

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  Signature Consultants

  Sept 2009 - Jun 2011

  Resource Manager

  Resource Manager Signature Consultants Privately Held; Information Technology and Services industry; voted best staffing agency to work for in 2010Responsible for distribution of candidates to clientsAssist with reporting and tracking.

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  TekPartners

  Jun 2011 - Oct 2012

  Manager
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  Open Systems Technologies

  Sept 2012 - Jun 2014

  Manager
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  LPL Financial

  Jun 2014 - Apr 2022

  Technical Poduct Manager

  • Accountable for product vision and delivery strategy by driving business outcomes with the focus on the customero Responsible for products such as: Cash and Asset Management, Account Creation and Maintenance, Client Management, and Portfolio Reporting.o Streamlined Account Opening Workflow finding users 30% increase in efficiency and minimizing data entryo Improvements to the Dashboards and providing users with the ability to customize to fit their needso Providing users the ability to schedule client visits within a single platform through integrated CRM and Outlook. • Manage Customer Product Go-Live inclusive of Product Delivery and Stakeholder Engagement • Accountable for the product strategy as we move forward with the decommissioning of a legacy system while establishing the product and platform strategy, prioritization, and outcomes of new products and experiences for managing an advisors portfolio. • Established business stakeholder intake process and stakeholder prioritization across products and programs, inclusive of Epic to Feature decomposition • Established and managed the advisor feedback process through product delivery and prioritization with the primary focus on improving advisor sentiment• Responsible for traveling to individual Advisor offices and providing one on one platform training and product feedback sessions • Responsible for train the trainer events for sales and marketing teams, as well as showcasing products to customers at LPL conferences • Manage internal communications and Training, including product demos for back office support staff, establishing internal training documents for front line support, and internal communications for Executives and stakeholders. • Worked across Executive leadership to align on Internal Product Status report inclusive of internal and external product escalations, defect remediation, Product Feature Roadmap, and Business Readiness for Product Delivery Show less

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  ServiceNow

  Apr 2022 - now

  Sr. Manager