Maryann O'connor
About Maryann O'connor
Maryann O'Connor is the Vice President of Data Steward/CRM Analytics at Jefferies, with extensive experience in data management and financial business concepts.
Title and Current Role
Maryann O'connor holds the title of Vice President and serves as a Data Steward in CRM Analytics at Jefferies. In her role since 2018, she operates in the Greater New York City Area. Her position involves a range of responsibilities aimed at improving data quality, enhancing CRM processes, and overall data governance at a global level.
Former Positions
Before Jefferies, Maryann O'connor worked as a Caregiver for an unpaid family position from 2014 to 2017 in Massapequa Park, New York. Prior to that, she held the role of Office Manager and Executive Assistant at KCG Holdings, Inc. for seven months in 2013-2014. She also served as a Consultant at BTIG, LLC in 2008. Additionally, Maryann spent 15 years at Merrill Lynch & Co., Inc as a Business Manager, where she managed various business operations on a global scale.
Key Projects at Jefferies
Maryann O'connor coordinated the rollout of a Global Revenue Tracking application at Jefferies, scrubbing over 200,000 client records to significantly enhance data quality. She has been an essential team member in establishing global data policies and procedures by collaborating with Chief Technology Officers. Her initiatives have facilitated better data adherence and governance, acting as a global point of contact for firm-wide bankers on data enhancement and correction.
Collaboration and Training
In her role, Maryann interacts with senior technology developers from Salesforce, Tier1, and Accenture to report and resolve bugs in the CRM application at Jefferies. She works with Capital Markets management to research and accurately populate the correct legal client hierarchies for over 35,000 individual client accounts. Additionally, she trains junior technology staff on financial business concepts and best practices, contributing to the overall efficacy and knowledge-sharing within the team.
Reporting and Data Management
Maryann O'connor provides weekly statistics to senior management on the progress of the Global CRM initiative at Jefferies. Her role includes the systematic reporting of data enhancements and the ongoing status of various CRM-related projects, ensuring that senior management is well-informed about the developments and improvements in CRM data governance and quality.