Experience

BNY Mellon Wealth Management

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Team Lead

  • Jul 2019 - Present



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Analyst

  • Jan 2018 - Jul 2019

• Senior Account Admin/ Mutual Funds

  • Nov 2014 - Jan 2018

  To meet distinct operational and transparency needs, we have created services exclusively for fund of Mutual funds. We provide integrated administrative, custodial and trade execution platforms that serve as a complete operational solution. Our support extends throughout the entire investment lifecycle — from transaction processing to reconciliation and reporting — for optimum data access.Focal Points;•Trade execution, cash settlement and custodial services•NAV calculation, accounting and automated fee calculations•Web access to multi-level reporting, accounting, investor and trade status reporting•Specialized 'drift' reports Show less



Total Quality Logistics

• United States
• Truck Transportation
• 700 & Above Employee

• Logistic Account Executive

  • Jun 2013 - Jul 2014



Winter Springs High School

• Seminole County Public Schools

  • Jan 2013 - Jun 2013