Restoration Finance Director

• Jul 2022 - Present

Senior Claim Finance Officer

• Jan 2022 - Jul 2022

BPaaS Senior Client Service Representative

• Apr 2018 - Jan 2022

BPaaS Client Service Associate / Project Management Associate

• Nov 2016 - Apr 2018

Wealth Management Services, Client Service Representative, Associate 2

• May 2015 - Nov 2016

- Provide Wealth Management Services for Charitable Asset Management division apart of State Street Global Advisors - Responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. - Monitor day to day processing of clients requests across multiple divisions (including trade, cash, asset transition (both DTC assets and Mutual Funds)… Show more - Provide Wealth Management Services for Charitable Asset Management division apart of State Street Global Advisors - Responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. - Monitor day to day processing of clients requests across multiple divisions (including trade, cash, asset transition (both DTC assets and Mutual Funds), compliance/audit, pricing and IT support divisions) - Prepare ad-hoc reports based on the clients request by gathering data from multiple programs/sources and using Excel functions (like VLOOKUP) to combine the data to one presentable report -Train newly hired associates/Interns on SSB workflows/corporate procedures

WMS Client Service Representative, Associate I

• Jul 2014 - May 2015

- Oversee operation activities performed domestically and provide oversight to offshore team for cash operations on multiple accounting, trade & money movement platforms. - Work closely with client service associates/manager/VPs, an array of other operational teams both domestically & internationally (divisions include asset transition, mutual funds, compliance & cash etc.) to ensure operational controls are in place, money is posting accurately and timely on the DDA ledger and helping… Show more - Oversee operation activities performed domestically and provide oversight to offshore team for cash operations on multiple accounting, trade & money movement platforms. - Work closely with client service associates/manager/VPs, an array of other operational teams both domestically & internationally (divisions include asset transition, mutual funds, compliance & cash etc.) to ensure operational controls are in place, money is posting accurately and timely on the DDA ledger and helping clients maintain accounts. -Responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. -Train newly hired associates on SSB workflows/corporate procedures

Ram Fund Equity Analyst

• Jan 2014 - May 2014

- Analyzed the Basic Materials sector by executing a Top-down analysis approach - Built excel based valuation models for firms using free-cash flow to equity discount model - Conducted sensitivity analysis with excel based on forecasted values of firms - Utilized Standard & Poor's Compustat Research Insight software - Construct pivot tables using Excel for sector analysis - Other models used include: DuPont analysis to find ROE, calculated beta against multiple indices using both… Show more - Analyzed the Basic Materials sector by executing a Top-down analysis approach - Built excel based valuation models for firms using free-cash flow to equity discount model - Conducted sensitivity analysis with excel based on forecasted values of firms - Utilized Standard & Poor's Compustat Research Insight software - Construct pivot tables using Excel for sector analysis - Other models used include: DuPont analysis to find ROE, calculated beta against multiple indices using both slope and regression, forecast supernormal growth, CAPM & the Dividend Discount Model - Presented my analysis and pitched equities to Ram Funds trustees who chose to add a position based on our presentation Show less - Analyzed the Basic Materials sector by executing a Top-down analysis approach - Built excel based valuation models for firms using free-cash flow to equity discount model - Conducted sensitivity analysis with excel based on forecasted values of firms - Utilized Standard & Poor's Compustat Research Insight software - Construct pivot tables using Excel for sector analysis - Other models used include: DuPont analysis to find ROE, calculated beta against multiple indices using both… Show more - Analyzed the Basic Materials sector by executing a Top-down analysis approach - Built excel based valuation models for firms using free-cash flow to equity discount model - Conducted sensitivity analysis with excel based on forecasted values of firms - Utilized Standard & Poor's Compustat Research Insight software - Construct pivot tables using Excel for sector analysis - Other models used include: DuPont analysis to find ROE, calculated beta against multiple indices using both slope and regression, forecast supernormal growth, CAPM & the Dividend Discount Model - Presented my analysis and pitched equities to Ram Funds trustees who chose to add a position based on our presentation Show less

Valet Attendant

• Apr 2011 - Apr 2014

- Provide professional and courteous customer service for valet parking for customers. - Greet customers and open car doors. - Patrol parking areas/lots in order to prevent vehicle damage and vehicle or property thefts. - TIPS Certified - Managed events with 100+ attendees - Experience directing motorists to parking areas or parking spaces, using hand signals or flashlights if necessary - Provide professional and courteous customer service for valet parking for customers. - Greet customers and open car doors. - Patrol parking areas/lots in order to prevent vehicle damage and vehicle or property thefts. - TIPS Certified - Managed events with 100+ attendees - Experience directing motorists to parking areas or parking spaces, using hand signals or flashlights if necessary

Busboy/Server

• Aug 2008 - Jul 2010

- Described Menu items - Customer Service experience - Presented Daily specials in detail for customers - Provided recommendations for customers; when requested - Accurately relayed ingredients and cooking procedures used - Handled Cash - Clean/bussed tables - Input Items for order by hand and/or Positouch - Inspected IDs for alcoholic consumption - Made/Prepared Alcholic beverages - Bartend/Barback - Described Menu items - Customer Service experience - Presented Daily specials in detail for customers - Provided recommendations for customers; when requested - Accurately relayed ingredients and cooking procedures used - Handled Cash - Clean/bussed tables - Input Items for order by hand and/or Positouch - Inspected IDs for alcoholic consumption - Made/Prepared Alcholic beverages - Bartend/Barback

Assistant to Realtor Mike McKone

• Jun 2008 - Nov 2008

- Assistant to Michael McKone - Evaluated property listings - Interviewed prospective clients - Created/prepared comparative market analysis reports for clients - Accompanied clients to property sites - Created/prepared real estate contracts & documents for Mr. Mckone - Managed advertising campaigns for Mr. Mckone - Assistant to Michael McKone - Evaluated property listings - Interviewed prospective clients - Created/prepared comparative market analysis reports for clients - Accompanied clients to property sites - Created/prepared real estate contracts & documents for Mr. Mckone - Managed advertising campaigns for Mr. Mckone

Busboy/Server

• Aug 2004 - Jul 2008

- Described Menu items - Customer Service experience - Presented Daily specials in detail for customers - Provided recommendations for customers; when requested - Accurately relayed ingredients and cooking procedures used - Handled Cash - Clean/bussed tables - Input Items for order by hand and/or Positouch - Described Menu items - Customer Service experience - Presented Daily specials in detail for customers - Provided recommendations for customers; when requested - Accurately relayed ingredients and cooking procedures used - Handled Cash - Clean/bussed tables - Input Items for order by hand and/or Positouch