Experience

Optima Partners Compliance Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Compliance Analyst

  • Feb 2023 - Present

  - Developing, implementing, maintaining compliance programs for leading investment managers - Monitoring client expert network calls, personal trading and e-communications - Assisting clients with compliance books and records - Assisting with annual regulatory reviews, regulatory exams, and mock exams - Preparing and submitting annual and quarterly filings - Working extensively with CCOs, compliance, portfolio management and operations teams - Developing, implementing, maintaining compliance programs for leading investment managers - Monitoring client expert network calls, personal trading and e-communications - Assisting clients with compliance books and records - Assisting with annual regulatory reviews, regulatory exams, and mock exams - Preparing and submitting annual and quarterly filings - Working extensively with CCOs, compliance, portfolio management and operations teams



RE/MAX

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Agent

  • Aug 2019 - Sep 2023

  -Successfully closed on 30 plus housing transactions and maximized revenue by working to understand client needs, market trends, and maintaining large business networks to drive collaboration -Maximize seller profits by expanding strategic marketing and advertising campaigns to increase property presence and increase buyer interest -Educate and advise buyers on optimal market conditions and help them understand if properties are worth of investment -Manage and coach a team of licensed agents by training and onboarding them, managing their daily operations, and mentoring them on continued professional growth Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• B2B Client Solutions Executive

  • Jan 2020 - Jun 2020

  -Engaged with corporate customers to understand their operations and identify and recommend technology solutions -Collaborated with other departments on high level sales including mobility, dedicated fiber installations, and cyber security solutions. -Utilized sales systems like Salesforce, Outreach, and Chorus to manage client -Use AT&T internal systems to prospect clients and provide accurate pricing and implementation for services. -Engaged with corporate customers to understand their operations and identify and recommend technology solutions -Collaborated with other departments on high level sales including mobility, dedicated fiber installations, and cyber security solutions. -Utilized sales systems like Salesforce, Outreach, and Chorus to manage client -Use AT&T internal systems to prospect clients and provide accurate pricing and implementation for services.



kite+key, Rutgers Tech Store & Computer Repair

• United States
• Information Technology & Services
• 1 - 100 Employee

• Specialist

  • Aug 2017 - Dec 2019

  -Trained through Apple’s SEED program to offer Apple Solutions to Customers, Students, Departments, and Businesses -Specialized in MacBook Pro hardware and software solutions -Collaborated with Local Businesses and School Districts to promote the use of Apple technology in the classroom and in the workplace -Trained through Apple’s SEED program to offer Apple Solutions to Customers, Students, Departments, and Businesses -Specialized in MacBook Pro hardware and software solutions -Collaborated with Local Businesses and School Districts to promote the use of Apple technology in the classroom and in the workplace



Today's Business

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting/ Account Management Intern

  • Feb 2019 - Jun 2019

  Prepared journal entries for day to day operations of the business under supervision of the CFO Ensured client deliverables were met through collaboration with various departments including SEM, SEO, Website Development, Social Marketing, and Graphics Hands on experience with programs such as QuickBooks, Salesforce, QuickBase, Sprout Social, and TeamWork Projects Prepared journal entries for day to day operations of the business under supervision of the CFO Ensured client deliverables were met through collaboration with various departments including SEM, SEO, Website Development, Social Marketing, and Graphics Hands on experience with programs such as QuickBooks, Salesforce, QuickBase, Sprout Social, and TeamWork Projects



New Jersey Institute of Technology

• United States
• Higher Education
• 700 & Above Employee

• New Student Orientation- Lead Coordinator

  • Jan 2016 - Jan 2018

  -Assist the Assistant Director and Summer Coordinator(s) with the organization, planning, and preparation of New Student Orientation (NSO). -Assist in leading the peer leader team and provide direction as needed. -Lead peer leader groups or Family Orientation sessions. -Make preparations and follow-up for each orientation including communications, phone calls, badges/signage, registration, group organization, peer leader assignments, and other administrative duties. -Update website and program schedules. -Make announcements and public addresses as needed. -Provide immediate assistance in times of emergency. -Other duties as assigned or needed. Show less