Consultant

• May 2022 - Present

•Collaborate with business resources to develop a project plan for migrations into Veeva Clinical and RIM Vaults. •Outline key project deliverables and business resourcing commitment requirements to minimize day to day operational impacts. •Perform risk analysis and develop mitigation methods to prevent data loss and maintain a state of compliance. •Facilitate meetings with key stakeholders, provide status updates on a consistent basis. •Manage project roster to ensure timely delivery of project deliverables. •Track project expenses to maintain allocated budget. •Identify improvements to data entry and an optimization of business processes. Show less

High Net Worth Client Representative

• Apr 2021 - Apr 2022

SEF Execution Specialist

• Nov 2018 - Apr 2021

Through a mandate in the Dodd-Frank Wall Street Reform and Consumer Protection Act, Swap Execution Facilities (SEFs) change the methods previously used to trade derivatives. My responsibilities include managing execution requests from SEF customers. Daily tasks involve providing SEF execution services to the US, Asia and European clients and introducing brokers during their local working hours. Some principle accountabilities include trade execution via SEF systems as well as liaising with other SEF team members to ensure all trades and confirmations are delivered in a timely manner. Show less

Associate

• Sep 2017 - Sep 2018

Insurance Professional

• Jan 2017 - Aug 2017

We recognize that financial matters can be sensitive, even nerve-wrecking, and our team takes your money seriously - following the necessary measures to ensure we deliver quality, objective advice. That is why our Six Step Process is designed to help us approach you as family, ensuring that we always consider the more personal circumstances of your situation while providing quality advice. We recognize that financial matters can be sensitive, even nerve-wrecking, and our team takes your money seriously - following the necessary measures to ensure we deliver quality, objective advice. That is why our Six Step Process is designed to help us approach you as family, ensuring that we always consider the more personal circumstances of your situation while providing quality advice.

Extern

• Jan 2016 - Jan 2016

Shadowed Business Consultant for Comcast working as Project Manager, exposure to Agile Methodology, exposure to Demos and business meetings, exposure to product launch confirmation call, understanding of the consultant market. Shadowed Business Consultant for Comcast working as Project Manager, exposure to Agile Methodology, exposure to Demos and business meetings, exposure to product launch confirmation call, understanding of the consultant market.