Experience

SVB Private

• Banking
• 200 - 300 Employee

• Wealth Operations Analyst

  • Jul 2021 - Present

  • Executed money movement, TOA, alternative investment, account maintenance, and account closure cases as requested • Interfaced between custodial partners to rectify pending and outstanding items and push through requests • Maintained and provided accurate account and portfolio information to client advisors within the CRM database • Monitored and communicated custodial alerts to include cash disbursement issues, missing or invalid account paperwork and other account issues that require attention and a immediate resolution Show less



First Republic

• United States
• Financial Services
• 700 & Above Employee

• Trust Operations Associate

  • Dec 2020 - Jul 2021

  • Created and delivered off assets, updated client holdings, and completed complex financial transactions on the trust accounting system • Distributed daily checks on behalf of trust officers and other ad hoc responsibilities • Prepared daily and monthly reconciliation reports and analyzed their findings • Composed authorization letters to initiate transfer of assets between banking institutions • Assembled valuable financial documents and securities and ensured their return to their holders Show less



Fiduciary Accounting Services LLC

• United States
• Legal Services
• 1 - 100 Employee

• Data Entry Specialist

  • Feb 2019 - May 2020

  • Sorted financial documents and organized and tracked client records • Identified missing information, records and documents on individual cases • Data entry of detailed financial transactions encompassing bank, brokerage, property management and closing escrow statements • Utilized client database and document management system for tracking and retention of client information • Sorted financial documents and organized and tracked client records • Identified missing information, records and documents on individual cases • Data entry of detailed financial transactions encompassing bank, brokerage, property management and closing escrow statements • Utilized client database and document management system for tracking and retention of client information



Saint Mary's College of California

• United States
• Higher Education
• 700 & Above Employee

• Facility Supervisor

  • Sep 2016 - Sep 2019

  • Oversaw the day-to-day operations of the Joseph L. Alioto Recreation Center • Managed customer service representatives and was responsible for the completion of their respective duties • Reported and dealt with any issues that arose, created awareness of accountability, and supported staff in the enforcement of policies and procedures • Mediated conflicts and handled patron concerns in all areas during unsupervised hours • Provided tours to prospective students, alumni and community members to highlight the unique features and opportunities of the facility Show less



U.S. House of Representatives

• United States
• Legislative Offices
• 700 & Above Employee

• Congressional Intern

  • Aug 2018 - Dec 2018

  • Worked closely with professional staff to complete in-office tasks • Provided constituent services to district residents through phone, mail and email correspondence • Assisted staff with Congressman’s various community initiatives • Worked closely with professional staff to complete in-office tasks • Provided constituent services to district residents through phone, mail and email correspondence • Assisted staff with Congressman’s various community initiatives