Stefan Ludlow is a qualified expert, that works in Cerity Partners main office of which is in 4. on the position of Director of Technology since 2019. Stefan has earned professional experience in more than nine positions at various companies. Stefan Ludlow went to the Butler University and was studying from 2009 to 2013. This expert has such qualifications as Salesforce Platform Basics Badge, Data Modeling Badge, and Data Management Badge. Indianapolis, Indiana is the city, where this person was known to be situated. This professional's phone number and email can be accessed through this website by request.
Name variants:
Stephen Ludlow
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 8, 2022
Email
st**@dynastyfinancialpartners.com, lu**@gmail.com
Location
Indianapolis, IN
Company
Cerity Partners
Workplace
Director of Technology
Work History
Director of Technology
400 Broadhollow Rd, Melville, NY 11747
Managed implementation of RedBlack with direct API integration to Addepar, as well as direct FIX connection to Pershing
Managed conversion from AppCrown to Salesforce Financial Services Cl...
May 2018 — Jan 2019
Vice President - Crm
200 Central Ave, St Petersburg, FL 33701
Lead Salesforce Administrator for 45+ Salesforce Enterprise Orgs
Implemented and managed Pardot and Marketing Cloud
Direct manager of CRM team and CRM tech stack
Extensive experience wit...
Oct 2015 — Apr 2018
Project Lead - Open Source Development
Managed workflow and assignments for team of volunteer contributors and developers
Established and communicated short, medium, and long-term goals and benchmarks to both internal contribut...
Aug 2013 — Sep 2015
Business Analyst
2960 north Meridian St, Indianapolis, IN 46208
Worked daily with Development Staff, SME's, and end-users to develop project requirements, using both Agile and Waterfall methodologies
Evaluated and captured complex business needs, recon...
Aug 2014 — Sep 2015
Founder
Planned, developed, and executed creation of independent B2B retail startup
Established international vendor relationships with factories in the UK and Germany
Successfully implemented lo...
Sep 2013 — Jun 2015
Lead Business Analyst
8481 Bash St SUITE 1300, Indianapolis, IN 46250
Served as direct liaison between clients, client subject matter experts, and TechPG project team
Independently developed and delivered 13 on-site training sessions for clients
Led client ...
May 2013 — Jul 2014
Student Teacher
Independently prepared and taught summer English & History course
Researched, organized, and led 3 student fieldtrips to local museums
Chaperoned student trip to Washington D.C.
May 2012 — Aug 2012
Intern
Transcribed Legal Depositions
Assisted with Studio Setup/Takedown
Conducted Research on Potential SEO Partners
May 2010 — Jul 2010
Education
2009 — 2013
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
IT Professional
SalesForce Administrator
Operations Manager
Accounting Bookkeeper
Bookkeeper
Database Administration Professional
Database Administrator
Skills
Research
Public Speaking
Microsoft Office
Teaching
Creative Writing
Social Media
Project Management
Management
Data Analysis
Powerpoint
Microsoft Word
Team Leadership
Customer Service
Social Networking
Microsoft Excel
Salesforce.com
Salesforce.com Administration
Editing
Academic Writing
Event Planning
Photoshop
Photography
Adobe Creative Suite
Blogging
Game Design
Digital Photography
Community Development
Issue Management
Digital Media
Digital Illustration
Team Management
Quantitative Research
Quality Auditing
Project Planning