Experience

DenteMax

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Senior Marketing Analyst

  • Sep 2022 - Present

• Analyst

  • Jan 2019 - Sep 2022

  Southfield, Michigan • Developed new analysis to take advantage of current reporting that resulted in an 8% sales revenue increase. • Managed the transition to a new analysis system that improved turnaround time on day-to-day reporting by 20%. • Participated in cross-departmental team collaboration during the Covid pandemic in order to provide dentists with strategies on how to increase their business and marketing knowhow by leveraging our extensive data analysis and reporting knowledge. • Developed and… Show more • Developed new analysis to take advantage of current reporting that resulted in an 8% sales revenue increase. • Managed the transition to a new analysis system that improved turnaround time on day-to-day reporting by 20%. • Participated in cross-departmental team collaboration during the Covid pandemic in order to provide dentists with strategies on how to increase their business and marketing knowhow by leveraging our extensive data analysis and reporting knowledge. • Developed and built several dashboards for senior leadership to drive the marketing budget for the marketing communications team. • Ad hoc and standard reporting to support the sales team and management. • Volunteering with the company quarterly at food banks and urban farms to give back to our community.



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Analyst II, Corporate Actions Unit

  • Feb 2018 - Nov 2018

  Detroit, Michigan *Reduced error rate amongst corporate actions by 25% through analysis of payout structure. *Requested by Management recommendation to participate in a process improvement committee reviewing all aspects of back office processing to reduce paper usage and inefficiencies by 50%. *Conveyed and managed entire event deadlines with customers both external as well as internal. *Verified data integrity and accuracy of corporate reorganizations. *Reviewed performance… Show more *Reduced error rate amongst corporate actions by 25% through analysis of payout structure. *Requested by Management recommendation to participate in a process improvement committee reviewing all aspects of back office processing to reduce paper usage and inefficiencies by 50%. *Conveyed and managed entire event deadlines with customers both external as well as internal. *Verified data integrity and accuracy of corporate reorganizations. *Reviewed performance benchmarks and established metrics for future tracking.

• Analyst I/ Analyst II, Income Unit

  • May 2016 - Feb 2018

  Detroit, Michigan *Reduced time spent on income unit processes by 70% through better Microsoft Access usage. *Processed large workflow of payments and applied to customer balances. *Responsible for design, testing and implementation for multiple process improvement Access databases. *Founding board member for the Comerica Young Professionals network group to engage younger employees within the company. *Updated back office procedures as process improvements were implemented.



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Associate I/ Associate II, Corporate Actions Unit

  • Oct 2011 - May 2016

  Southfield, Michigan *Responsible for reviewing large reorganizations and summarizing them for advisors. *Developed and wrote procedures on various processes for the department. *Assisted in the conceptual design and execution of Microsoft Excel macros and programs that improved the process flow. *Balanced general ledger and reconciliation accounts on a daily basis along with share positions. *Reviewed corporate actions for errors. *Processed hundreds of manual payments on a daily… Show more *Responsible for reviewing large reorganizations and summarizing them for advisors. *Developed and wrote procedures on various processes for the department. *Assisted in the conceptual design and execution of Microsoft Excel macros and programs that improved the process flow. *Balanced general ledger and reconciliation accounts on a daily basis along with share positions. *Reviewed corporate actions for errors. *Processed hundreds of manual payments on a daily basis. Show less



DFCU Financial

• United States
• Banking
• 300 - 400 Employee

• Member Relations Representative/ Head Teller

  • Aug 2005 - Oct 2011

  Canton, Michigan *Oversight of teller and vault operations with a backup supervisory/ training role. *Responsible for performing monthly audits to ensure compliance with bank policies and federal regulations. *Worked with management to improve branch performance and operations. *Presidents Circle of Excellence award for exceeding sales goals and transactions.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Call Center Associate Representative

  • Feb 2004 - Aug 2005

  Troy, Michigan *Successful in pinpointing client needs and uncovering potential problem areas. *Consultation with prospective clients to identify financial goals. *Generation of new business through telemarketing and personal contacts. *Processed loan applications and generated new accounts. *Cross-sold financial instruments based on customer needs.