Experience

ABN AMRO Clearing USA LLC

• Financial Services
• 1 - 100 Employee

• Assistant Vice President

  • Mar 2023 - Present

  Greater Chicago Area



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Lead Analyst

  • Jul 2022 - Mar 2023

  Lead team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Provides guidance and training to team members. Lead and participates in internal activities and initiatives designed to improve the client experience. • Collaborated with market managers to gather information and expand new markets. • Developed Macro to reduce manual processing times. • Developed training program to increase… Show more Lead team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Provides guidance and training to team members. Lead and participates in internal activities and initiatives designed to improve the client experience. • Collaborated with market managers to gather information and expand new markets. • Developed Macro to reduce manual processing times. • Developed training program to increase team knowledge. • Lead team during new client onboarding • Interviewed and onboarded new hires.

• Analyst

  • Mar 2021 - Jul 2022

  Provides external clients with resolutions regarding day-to-day trading activity and direct them to appropriate BNY Mellon resources. Support clients such as RBC, Vanguard, Allsate, NML, and State Street in addressing operational and technical questions or issues while ensuring all requests are executed in a timely fashion. Provide clients with assistance on income payment (i.e., Cash, Stock dividend) and applying them to appropriate account. . • Created internal procedure for CIBC Mellon… Show more Provides external clients with resolutions regarding day-to-day trading activity and direct them to appropriate BNY Mellon resources. Support clients such as RBC, Vanguard, Allsate, NML, and State Street in addressing operational and technical questions or issues while ensuring all requests are executed in a timely fashion. Provide clients with assistance on income payment (i.e., Cash, Stock dividend) and applying them to appropriate account. . • Created internal procedure for CIBC Mellon trade verification process. • Work in partnership with internal teams on client report automation. • Resolve client account discrepancy related to funds or stock held in client’s account. • Applied problem solving skill based on precedence and experience. • Tracks information related to general client issues and needs to support business development efforts.



Modern Touch Properties LLC.

• Operating Manager

  • Nov 2018 - Mar 2021

  Provide assistance to clients through assessing and analyzing financial results, including expenditures, rate of return, profit plans, operating records, financial statements, and others. Utilize financial data to incorporate updates into operations metrics for attaining productivity targets and lowering cost per unit and errors. Streamline project cash flow models through organizing investment financial data. Maintain quality control and assurance along with effectively managing all operations… Show more Provide assistance to clients through assessing and analyzing financial results, including expenditures, rate of return, profit plans, operating records, financial statements, and others. Utilize financial data to incorporate updates into operations metrics for attaining productivity targets and lowering cost per unit and errors. Streamline project cash flow models through organizing investment financial data. Maintain quality control and assurance along with effectively managing all operations to ensure efficient workflow. • Forged partnerships with local government committee to reduce property acquisition price by 50% from market value. • Revamped daily tasks and schedules through incorporating new process to boost team productivity and performance. • Created and implemented effective strategies to drive company revenue by 12%. • Conducted market research to recognize trends in real estate development to forecast current and future investment opportunities. Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Account Manager

  • Mar 2018 - Nov 2018

  Halifax, Nova Scotia, Canada Utilized detailed knowledge to provide information to clients regarding mortgages, loans, lines of credit, mutual funds, RRSP’s, and TFSA’s. Answered broad range of questions and resolved issues related to refinancing mortgages, restructuring debt, and reallocation of investments for maximizing ROI. Established long-term and enduring client relationships based on trust and rapport. Managed clients’ portfolios and informed clients on qualifiable fee reductions and services. • Elevated ROI by… Show more Utilized detailed knowledge to provide information to clients regarding mortgages, loans, lines of credit, mutual funds, RRSP’s, and TFSA’s. Answered broad range of questions and resolved issues related to refinancing mortgages, restructuring debt, and reallocation of investments for maximizing ROI. Established long-term and enduring client relationships based on trust and rapport. Managed clients’ portfolios and informed clients on qualifiable fee reductions and services. • Elevated ROI by 5 % yearly through performing reevaluation of clients’ investment portfolio and reallocating funds. Show less



CIBC

• Canada
• Banking
• 700 & Above Employee

• Financial Advisor

  • Aug 2015 - Mar 2018

  Utilized financial planning approach, such as cash management, credit, and investments to provide consultation to clients. Supported client through all providing guidance related to all channels, including Bank Machines, Telephone Banking, and Mobile and Online Banking. Attended marketing and business development initiatives, such as client acknowledgement programs and client appreciation activities to understand client needs and demands. Extended services as support leader for training, such… Show more Utilized financial planning approach, such as cash management, credit, and investments to provide consultation to clients. Supported client through all providing guidance related to all channels, including Bank Machines, Telephone Banking, and Mobile and Online Banking. Attended marketing and business development initiatives, such as client acknowledgement programs and client appreciation activities to understand client needs and demands. Extended services as support leader for training, such as banking procedures, client profiling, and onboarding new clients. • Earned multiple awards from senior management for ranking within 5% of sales team and surpassing performance expectations. • Generated results through collaborating with professionals and delivered on all financial and team metrics, including 160% growth targets, lending revenue, and investments. Show less