Education
Columbia University
PhD (dissertation pending), Music Composition 1998-01-01 - 2004-01-01University of Cincinnati
BM, Music 1991-01-01 - 1995-01-01Work Experience
Citrin Cooperman
Current
Citrin Cooperman
Weil, Gotshal & Manges LLP
2010-01-01 - 2014-01-01
Weil, Gotshal & Manges LLP
Cadwalader, Wickersham & Taft LLP
2007-07-01 - 2010-01-01
Cadwalader, Wickersham & Taft LLP
A&O Shearman
2002-09-01 - 2007-07-01
A&O Shearman
Skills
Summary
Client Relationship Management (CRM) expert two decades of experience including leading CRM programs at AmLaw 50 firms. I am fluent in CRM platforms and services, at ease with the technology required to ensure efficiency, and am a creative strategist with a knack for uncovering targeted cross-selling opportunities that drive business development. Currently I am leading Citrin Cooperman's CRM initiative. I am responsible for all Microsoft Dynamics-based CRM business development; reporting; training; setting firm-wide end-user policies; ensuring data privacy law compliance; and data quality assurance. Areas of Focus • Client/prospect initiatives and profiling • Pipeline reporting/analysis • Project management and implementation • Setting KPIs for ongoing CRM success • CRM strategic planning • Web-based and live training • User support • Technical writing • Outsource management • Microsoft Dynamics 365 • Marketo