Experience

ERT

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Project Manager

  • Jan 2021 - Present

• Project Coordinator

  • Oct 2018 - Dec 2020



Mellon Capital

• United States
• Investment Management
• 1 - 100 Employee

• Senior Fund Accountant

  • Aug 2015 - Oct 2018

  Daily valuation of US equity mutual funds, cash and asset reconciliation, transaction processing, income and expense related processing, and daily NAV generation. Daily valuation of US equity mutual funds, cash and asset reconciliation, transaction processing, income and expense related processing, and daily NAV generation.



Indiana University of Pennsylvania

• United States
• Higher Education
• 700 & Above Employee

• Senior Student Analyst

  • Sep 2014 - May 2015

  Student Managed Investment Portfolio, Indiana University of Pennsylvania. Portfolio consists of an endowment of $750,000. Financial Analysis and research Portfolio research an analysis of Healthcare Sector by using the Bloomberg Terminal, and other University provided services Defined and led requirements specification cross-functionally by working with a group of student analysts Reviewed portfolio with University leaders, determined goals, entered new growth areas, and was educated in diversified investments Identified key cost drivers by industry and any particular trends that could affect investments Reported to Co-Chair Investment Professor, Daniel Lawson



Indiana University of Pennsylvania

• United States
• Higher Education
• 700 & Above Employee

• Student Assistant

  • Oct 2012 - Jul 2014

  Supported assistance to faculty members with daily office operations Answered and directed phone calls while also providing customer service to callers with questions Reported directly to Administrative Coordinator, Linda Dickie Supported assistance to faculty members with daily office operations Answered and directed phone calls while also providing customer service to callers with questions Reported directly to Administrative Coordinator, Linda Dickie