Experience

PGIM

• Financial Services
• 500 - 600 Employee

• Investment Operations Associate

  • Jun 2023 - Present

  • Maintaining investment accounting, reporting and record keeping systems for various financial instruments • Timely and accurate processing of trade activity, income payments, corporate actions, and deal restructurings in sub ledger systems • Preparing, analyzing, and distributing limit monitoring, activity, income, and holdings reports on a daily, weekly, monthly, quarterly, and annual basis sourced from various internal data warehouses • Overseeing financial data quality in the… Show more • Maintaining investment accounting, reporting and record keeping systems for various financial instruments • Timely and accurate processing of trade activity, income payments, corporate actions, and deal restructurings in sub ledger systems • Preparing, analyzing, and distributing limit monitoring, activity, income, and holdings reports on a daily, weekly, monthly, quarterly, and annual basis sourced from various internal data warehouses • Overseeing financial data quality in the data warehouse and reporting databases Show less • Maintaining investment accounting, reporting and record keeping systems for various financial instruments • Timely and accurate processing of trade activity, income payments, corporate actions, and deal restructurings in sub ledger systems • Preparing, analyzing, and distributing limit monitoring, activity, income, and holdings reports on a daily, weekly, monthly, quarterly, and annual basis sourced from various internal data warehouses • Overseeing financial data quality in the… Show more • Maintaining investment accounting, reporting and record keeping systems for various financial instruments • Timely and accurate processing of trade activity, income payments, corporate actions, and deal restructurings in sub ledger systems • Preparing, analyzing, and distributing limit monitoring, activity, income, and holdings reports on a daily, weekly, monthly, quarterly, and annual basis sourced from various internal data warehouses • Overseeing financial data quality in the data warehouse and reporting databases Show less



Continuum Planning Partners

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Aug 2022 - Dec 2022

  • Service and maintain internal client accounts; CRM, electronic, and hard copy files • Onboard new advisors with file and data cleanup • Learn planning softwares and apply them appropriately (eMoney, Morningstar, Advisor360, etc.) • Assist financial advisors with pre-meeting prep (printing, organizing, and assembling of financial plan materials) • Service and maintain internal client accounts; CRM, electronic, and hard copy files • Onboard new advisors with file and data cleanup • Learn planning softwares and apply them appropriately (eMoney, Morningstar, Advisor360, etc.) • Assist financial advisors with pre-meeting prep (printing, organizing, and assembling of financial plan materials)



Amazon

• United States
• Software Development
• 700 & Above Employee

• Area Manager Intern

  • May 2022 - Jul 2022

  -Assisted in the management of 70+ associates through direct engagements -Presented and delivered an innovative project to reconfigure the High Retail Value section of the Fulfillment Center to the Senior operations team and General Manager which has an estimated savings value of $2 million a year -Trained in all aspects of Amazon operations with a specialty in ICQA (Inventory Control Quality Assurance) -Assisted in the management of 70+ associates through direct engagements -Presented and delivered an innovative project to reconfigure the High Retail Value section of the Fulfillment Center to the Senior operations team and General Manager which has an estimated savings value of $2 million a year -Trained in all aspects of Amazon operations with a specialty in ICQA (Inventory Control Quality Assurance)



Nashville Soccer Club

• United States
• Spectator Sports
• 100 - 200 Employee

• Corporate Partnerships Intern

  • Aug 2021 - Dec 2021



Ralli

• Nashville, Tennessee, United States

• Partnerships Manager

  • Jun 2021 - Aug 2021



Iroquois Merchant Services

• United States
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • May 2021 - Aug 2021