Experience

Harvard University

• United States
• Higher Education
• 700 & Above Employee

• Research Finance Portfolio Manager

  • Feb 2022 - Present

• Compliance, Outreach, and Cash Manager

  • Jan 2021 - Feb 2022

• Team Lead

  • May 2018 - Dec 2020

• Financial Analyst II

  • Dec 2015 - May 2018



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Sep 2014 - Dec 2015

  - Supervise up to 11 full time employees and interns on the daily pricing process, ensuring all deadlines are met.- Installed new procedures to ensure better communication and accuracy, including writing basic Excel macros.- Managed 4 separate clients daily, ensuring all work is completed.- Conducted interviews, made decisions on hiring, and completed review for all my direct reports.- Installed new procedures to ensure better communication and accuracy.- Active member of our department’s Social Committee, including forming a moral committee within the department.- Instrumental player in moving a client on to a new pricing platform. Show less

• Pricing Specialist

  • Sep 2012 - Sep 2014

  Conversed with the client to complete daily pricing in a timely manner.Proposed and completed changes to improve daily functions for the client.Responsible for daily work packets and reviewing all manually priced securities.Coordinated with management on a daily basis to guarantee deadlines were met and work was completed accurately.Worked independently on the client with little supervision from managers.Created new procedures when the client changed trading strategies to buy new types of securities.Trained other associates on the daily duties of the client to take on new responsibilities.State Street Certified Lean Practitioner. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Senior Mutual Fund Accountant

  • May 2008 - Jul 2012

  - Used Microsoft Excel extensively to create worksheets to send to the client daily. - Worked with a client to produce an accurate NAV each day. - Analyzed work from other departments to ensure accuracy. - Worked with other departments within Citi to produce monthly reports for distribution to government and private industries for the client. - Worked as a team to create accurate information to send to the client, so that the Investment Advisor can purchase accordingly. - Reconciled any differences in the fund, working with the custodian and client to ensure correct payment of interest. - Assisted managers to file various reports, including NSAR and SEC Yields. - Ran reports to using various applications to certify that the fund was within compliance of the funds stated goal according to the fund’s Prospectus. - Member of the Quality Rewards and Green Team Committee’s. - Lead Team meetings to ensure all work was done accurately, and to communicate any outstanding issues. - Trained other associates so that I could take on more responsibilities to assist my supervisors. Show less



LCNB National Bank

• United States
• Banking
• 100 - 200 Employee

• Teller

  • Feb 2005 - May 2008

  - Managed Customer Accounts dealing with Checking, Savings, and Certificates Of Deposit. - Responsible for answering phone calls and helping customers with problems ranging from account inquires to questions on the types of accounts we offer. - Mastered handling cash and Balancing a Teller Drawer and ATM on a daily basis. - Generated and Cross Sold Bank Products such as CD’s, Insurance, bank accounts, and other financial investments. - Programmed Computer Files in word and excel to keep track of accounts. - Was held accountable for Bank Laws such as Privacy Laws, and the Truth in Saving Act. Show less



Walmart

• United States
• Retail
• 700 & Above Employee

• Customer Service Representative

  • Sep 2000 - Oct 2004

  - Facilitated returns of merchandise and defective products. - Solved Customer Complaints and issues with defective merchandise, and tracking down merchandise from other stores. - Reorganized a return process to alleviate problems and speed up the process to allow the merchandise to return to the sales floor quicker. - Coordinated with Managers to solve problems with returns and issues within the store. - Trained Cashier’s on the return process to cross train more employees on the process of merchandise returns. Show less