Assistant Controller

• Nov 2020 - Present

Accounting Manager

• Jan 2019 - Oct 2020

Senior Accountant

• Jan 2017 - Dec 2018

Fund Accountant

• Sep 2015 - Dec 2016

Audit Senior Assistant

• Sep 2014 - Aug 2015

Audit Assistant

• Jan 2014 - Sep 2014

Student

• Sep 2009 - Aug 2013

B.S./M.S. in Accounting B.S. in Finance Minor in Studio Art B.S./M.S. in Accounting B.S. in Finance Minor in Studio Art

Audit Intern

• Jun 2012 - Aug 2012

Assisted in accounting procedures associated with Morgan Stanley’s 401(k) Audit and its supporting documents. Updated the Global Client Service Plan for the current year, including the Global Partner Directory. Prepared and delivered a presentation for the Corporate engagement team and Compensation & Benefits engagement team during the Morgan Stanley Annual Planning Meeting. Assisted in accounting procedures associated with Morgan Stanley’s 401(k) Audit and its supporting documents. Updated the Global Client Service Plan for the current year, including the Global Partner Directory. Prepared and delivered a presentation for the Corporate engagement team and Compensation & Benefits engagement team during the Morgan Stanley Annual Planning Meeting.

Advisor

• Jun 2008 - Aug 2012

Created and organized a small tutoring organization within Ridgefield specifically for the SATs. Supervised over 20 individuals and made sure that quality assistance was given to those that required tutoring which resulted in the company making over 5000 dollars in one year. Created and organized a small tutoring organization within Ridgefield specifically for the SATs. Supervised over 20 individuals and made sure that quality assistance was given to those that required tutoring which resulted in the company making over 5000 dollars in one year.

Accounting Intern

• Jun 2011 - Dec 2011

Intern

• Feb 2011 - May 2011

Altar Server and Senior Leader

• Sep 2001 - Sep 2010

Trained younger altar servers how to serve and how to better build confidence. Devised more incentives for younger students to join, increasing the rate of enrollment by 30%. Lead retreats and held monthly altar servers' meeting. Trained younger altar servers how to serve and how to better build confidence. Devised more incentives for younger students to join, increasing the rate of enrollment by 30%. Lead retreats and held monthly altar servers' meeting.

Co-Captain

• Nov 2007 - Jun 2009

Lead over 20 members and helped in teaching them crucial techniques, steering us to rank first in the regional division. Assisted in sharpening speech, interview, and writing skills, resulting in a 25% increase in total cumulative scores. Lead over 20 members and helped in teaching them crucial techniques, steering us to rank first in the regional division. Assisted in sharpening speech, interview, and writing skills, resulting in a 25% increase in total cumulative scores.