Experience

Inside Information Inc.

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Operating Officer

  • Sep 2021 - Present

  Act as Entrepreneurial Operating Systems (EOS) Integrator to execute business strategies, plans, and procedures.Oversee daily operations and works with employees to streamline processes and implement process improvement to maximize efficiency and quality assurance.Lead employees to encourage core values, maximum performance, and dedication.Perform organizational tasks including all accounting functions, vendor management, and human resources.

• Business Development Manager

  • Mar 2019 - Sep 2021

  Developed standard operating procedures with emphasis on quality control.Provided workflow management for client projects by prioritizing work, coordinating team members and capacity, and providing quality assurance.Served as primary client contact; planned and conducted client meetings including agenda preparation, follow-up communication, project review and execution.Worked with clients to develop survey questions for gathering data and enhancing customer experience, designed and deployed surveys. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Reconciliation Analyst, Officer

  • Feb 2017 - Mar 2019

  Directed operations for twelve associates reconciling third party data for multiple clients.Coordinated onboarding of new clients and growth of existing clients.Built strong relationships as primary point of contact for all Prime Broker inquiries, issues, and escalations from internal and external parties.

• Global Operations Lead, Sr. Associate

  • Jun 2014 - Feb 2017

  Managed, coached, and trained a team of six associates.Implemented improvement initiatives discussed during weekly management meetings. Organized the creation of the Prime Broker team; streamlined, trained, and documented standard operating procedures for prime broker tasks.

• Custody Specialist, Associate 2

  • Jul 2011 - Jun 2014

  Participated in information technology initiatives by testing new applications. Reviewed work for accuracy and completeness.

• Portfolio Administrator, Associate 1

  • Apr 2010 - Jul 2011

  Worked diligently to resolve inquiries to provide excellent customer service. Researched all unidentified transactions to reconcile funds on a strict deadline.



Motion

• United States
• Automation Machinery Manufacturing
• 700 & Above Employee

• Accounting Clerk

  • Jul 2008 - Apr 2010

  Prepared account statements and customer requested documentation. Produced and maintained monthly spreadsheets. Prepared account statements and customer requested documentation. Produced and maintained monthly spreadsheets.