Front-End Engineer

• Apr 2021 - Present

Private Client Associate

• Jan 2016 - Dec 2017

Pricing/Securities Administration

• Mar 2015 - Dec 2015

Responsible for the oversight, production, and maintenance of firm data pertaining to prices, valuations, and other security information.

Cash Processing Operations

• Jun 2013 - Mar 2015

Audited transactions for compliance and accuracy for private and institutional clients as well as in-house partnershipsLed initiatives to improve efficiency and functionality of internal systems to ultimately improve client experienceEvaluated and prepared metrics for presentations and business analysisPrimary contact for internal and external audits of procedures and transactions

Finance/Marketing Intern

• May 2011 - Jul 2011

Worked under direct supervision of CFO and senior accountants while maintaining subsidiary ledgers, contacting suppliers with invoice inquiries and preparing/distributing payroll. Assistant to CMO and Head of Social Media. Projects included print ad archives, consumer market research and product analysis. Worked under direct supervision of CFO and senior accountants while maintaining subsidiary ledgers, contacting suppliers with invoice inquiries and preparing/distributing payroll. Assistant to CMO and Head of Social Media. Projects included print ad archives, consumer market research and product analysis.