Experience

SRS Acquiom

• United States
• Financial Services
• 100 - 200 Employee

• Operations Fulfillment Manager

  • Nov 2021 - Present

  Denver, Colorado, United States

• Senior Payments & Fulfillment Analyst

  • Dec 2019 - Nov 2021

• Payments Analyst

  • Oct 2017 - Nov 2019

  Denver, Colorado

• Client Services Liaison

  • Apr 2017 - Sep 2017

  Denver, Colorado



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Operations Associate

  • Oct 2014 - Apr 2017

  Build and maintain relationships with external clients Coordinate department events, support initiatives and compliance changes, including communications and associated tasks Main coordinator for our Arrupe High School internship department program. Create, monitor, and execute an engaging program for our interns Service partner firms and internal customers regarding trades, networking, adjustments, research, dealer commissions, and specialized dealer processes Act as a liaison… Show more Build and maintain relationships with external clients Coordinate department events, support initiatives and compliance changes, including communications and associated tasks Main coordinator for our Arrupe High School internship department program. Create, monitor, and execute an engaging program for our interns Service partner firms and internal customers regarding trades, networking, adjustments, research, dealer commissions, and specialized dealer processes Act as a liaison between Intermediary Operations and other departments at the company Seek out opportunities for improvement and take appropriate actions to implement ideas Contribute to team's performance of a high degree of professionalism Utilize knowledge of mutual funds to communicate to firm's inquiries Detail-oriented processing with quality and efficiency goals monitored and met monthly

• Processing Associate

  • Jun 2013 - Oct 2014

  Centennial, CO Apply technical knowledge, problem solving, & critical thinking skills to negotiate incoming processing requests Retail and Retirement plan account processing Produce high quality work in new sales, purchases, account options, and account maintenance Continuously adapt to a changing business environment Work effectively with teammates to meet/exceed department goals Vibrant Roundtable Committee member: plan, organize, promote, and execute monthly roundtables to enhance the… Show more Apply technical knowledge, problem solving, & critical thinking skills to negotiate incoming processing requests Retail and Retirement plan account processing Produce high quality work in new sales, purchases, account options, and account maintenance Continuously adapt to a changing business environment Work effectively with teammates to meet/exceed department goals Vibrant Roundtable Committee member: plan, organize, promote, and execute monthly roundtables to enhance the culture among all levels of TAP employees Essential Strategy Champion: co-led team effort in a cross departmental project to challenge the status quo & make an impact to TAP with a process improvement



Metropolitan State University of Denver

• United States
• Higher Education
• 700 & Above Employee

• Peer Advocate

  • Nov 2011 - May 2013



Jeppesen, a Boeing Company

• United States
• Airlines and Aviation
• 700 & Above Employee

• Training Facilitator

  • Jun 2012 - Aug 2012



Jeppesen, a Boeing Company

• United States
• Airlines and Aviation
• 700 & Above Employee

• Navigation Information Analyst

  • Jun 2011 - Aug 2011

  Centennial, CO



CenturyLink

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Wholesale Process Intern

  • Jun 2010 - Aug 2010