Experience

Emerald Advisers, LLC
• United States
• Investment Management
• 1 - 100 Employee
• Associate Vice President - Business Development & Client Relations

  • Feb 2020 - Present


New York Private Trust Company

• Business Development

  • Jan 2018 - Feb 2020

• Investment Analyst

  • Mar 2015 - Jan 2018



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Investment Accountant

  • Jun 2014 - Mar 2015

  • Manage, update and report fund activity to portfolio managers for a variety of investment funds, which hold fixed income products, equities, derivatives, hedge funds, bonds, options, and alternative investments • Research and reconcile variances using between custody and accounting portfolio balances and positions to ensure NAV reporting accuracy • Develop macro-enabled spreadsheets in order to improve daily, quarterly and year end work-flow efficiency • Prepare, review and book trade activities and ledger adjustments using Eagle and IAS Accounting Systems Show less



Veltec INC.

• United States
• Computer Networking Products
• 1 - 100 Employee

• Database Designer

  • Feb 2014 - Jun 2014

  • Programmed, debugged and edited SQL code in the SAP product database • Improved manufacturing productivity by building a live data display screen in Visual Studio using HTML and VB for use on the manufacturing floor • Converted systems from Windows XP to Windows 7 and maintained computer systems and peripherals on the manufacturing floor • Programmed, debugged and edited SQL code in the SAP product database • Improved manufacturing productivity by building a live data display screen in Visual Studio using HTML and VB for use on the manufacturing floor • Converted systems from Windows XP to Windows 7 and maintained computer systems and peripherals on the manufacturing floor



TD

• Pakistan
• Technology, Information and Media
• 1 - 100 Employee

• Teller

  • May 2013 - Oct 2013

  • Actively balancing and monitoring the cash vault and coin counting machine logs • Exceeded all product sales/referral goals set • Received WOW! customer service reward for month of July 2013 for 100% positive feedback • Actively balancing and monitoring the cash vault and coin counting machine logs • Exceeded all product sales/referral goals set • Received WOW! customer service reward for month of July 2013 for 100% positive feedback