Experience

Global Shares

• Ireland
• Financial Services
• 400 - 500 Employee

• Implementation Analyst

  • Dec 2022 - Present

  Project management, data analysis, IT support, procedural and process documentation, and client interaction. Project management, data analysis, IT support, procedural and process documentation, and client interaction.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Banking Specialist

  • 2019 - Dec 2022

  Primary focus on deepening existing investment relationships with banking solutions. Provide support for 20+ advisor teams with 3,000+ total households. Primary focus on deepening existing investment relationships with banking solutions. Provide support for 20+ advisor teams with 3,000+ total households.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Small Business Consultant, AVP

  • 2014 - 2019

  Focused on understanding a client’s business and their future goals to provide solutions for their current situation and to address their growth. Educated business owners on credit life cycles and leveraging their businesses to increase capacity and revenue. Utilized Salesforce for all aspects of client management. Focused on understanding a client’s business and their future goals to provide solutions for their current situation and to address their growth. Educated business owners on credit life cycles and leveraging their businesses to increase capacity and revenue. Utilized Salesforce for all aspects of client management.



Best Buy

• Retail
• 700 & Above Employee

• Sales Supervisor

  • 2012 - 2014

  Recruited and trained a diverse group of individuals with no specialized skills. Provided team the knowledge they needed for customer service and sales excellence. Organized and coordinated daily tasks and responsibilities, provided leadership and direction in daily operations, and offered solutions and support for customer computer needs. Recruited and trained a diverse group of individuals with no specialized skills. Provided team the knowledge they needed for customer service and sales excellence. Organized and coordinated daily tasks and responsibilities, provided leadership and direction in daily operations, and offered solutions and support for customer computer needs.



South Shore YMCA

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Tennis Instructor

  • 2007 - 2010

  Instructed both private and group tennis lessons. Developed and executed lesson plans and strategies. Trained club members in the rules and techniques of tennis. Organized tournaments, showcasing their skills and abilities. Instructed both private and group tennis lessons. Developed and executed lesson plans and strategies. Trained club members in the rules and techniques of tennis. Organized tournaments, showcasing their skills and abilities.