Meet the Minds Behind Archer

As Senior Programmer Analyst I work on Archer’s backend systems. This involves implementing and designing the many interfaces that we have with third party systems as well as the reports we deliver to our clients. My definition of success is using every one of my talents as best as I can; I am not satisfied with my performance in anything if I cannot legitimately say to myself “I did everything I could there,” regardless of whether I succeeded or failed. “If you want to be good at anything in life, be prepared to be bad at it first.”

I work on the Client Experience team as the Client Service Associate Team Lead. My team and I are responsible for fielding questions from clients and working across Archer to ensure they get what they need. A quality I bring to my job is being a great listener. It’s a critical skill for client service and it’s led me to form strong relationships with my team and our clients. I have learned more in the last year and a half at Archer than I could have ever imagined, and I have never been happier. I genuinely love my job!

As a Reconciliation Operations Specialist, I am responsible for making sure that records for accounts are up to date so that managers can make informed decisions. The ability to adapt and pick up on things quickly is a skill I use in this position. Archer is my first job after completing my undergrad at West Chester University. I’ve been here a little over two years. I would define success as having the power to change the lives of the people around me that I care about the most. It’s easy to make changes in my own life, but to be able to change the course of someone else’s life would make me truly successful.

As a Client Service Specialist, I’m one of the first points of contact for clients. I have 10 years industry experience on both the client side in the institutional space, and the vendor side with a large service provider. This gives me unique perspective into how our clients run their businesses and better understand where they are coming from. Every day is exciting because no two are the same.

I work on the trading desk and some of my many trading duties involve model changes, rebalancing accounts, loading trades, and pricing at the end of each day. There is still much more that I can learn, and I look forward to continuing to help out our team. I always try to be positive and a fun person to work with. When it comes to special events or holidays you can count on me to be dressed for the festivities. It is very important to me to give my all to whatever I am working on. I have learned something new each and every day. As they say — you are never too old to learn!

As Head of Relationship Management, I get to work with all of Archer’s clients as well as support my team by helping to facilitate communication internally so they can provide the best client experience to Archer’s clients. I define a successful person as doing something that is fulfilling for them. For me, that’s supporting our clients in increasing their revenue and enjoying interactions with Archer. It also means supporting my team to learn and grow — providing them with what they need on that journey.

As a Business Analyst, I identify opportunities for process improvements to make other teams’ lives easier. Mostly we’re automating processes and building in fail-safe programming. Working at Archer is my first job out of college! I went to Drexel and graduated right into COVID. I originally started at Archer doing Cash Flows, and after a year I started asking for other opportunities. I had already floated some ideas around about our processes and got an interview with our AVP of Business Analysis. This role is a great fit for me – I feel good when I’m producing and providing value.

I oversee the Account Services portion of our Operations team. I manage around 12 people on the team, helping them to streamline processes, support client requests, and address issues and concerns. I stay motivated by my desire to have work done. I’m the same way at home — it bothers me if things aren’t wrapped up and completed at the end of the day. So I always make a list at night — it bugs me otherwise. And when I wake up, those are the things I do first.

I am very big on both mental and physical health. The gym helps me reach my physical goals while my couch allows me to meditate, relax, and regenerate the mind as I prepare for each day.

As a Business Intelligence Analyst on the Finance team, it may sound surprising that the skill I flex the most is thinking creatively outside the box. Usually, people come to me with data proven concepts, and it’s my job to organize the data into a visual presentation that brings their idea to life.

As a liaison between investment management teams and all the different service areas and subject matter experts within Archer, I advocate for our clients, ensuring they are well-served, happy, and satisfied with their Archer experience.