Experience

Consumer Financial Protection Bureau

• United States
• Government Administration
• 700 & Above Employee

• Content Associate

  • Nov 2020 - Present



U.S. Department of the Treasury

• United States
• Government Administration
• 700 & Above Employee

• Management Program Analyst (Detail)

  • Oct 2018 - Jun 2023

  Assisting the Assistant Secretary with coordination of meetings, gathering information and researching status; assist in coordinating Quarterly Performance Reviews (QPR)agency/ bureau wide; consistent interaction with 10 agencies and 4 bureaus in portfolio consisting of Information, outreach, Human Resources, Operations, Procurement, Finance, Privacy/Record Management, Mint, Fiscal Services, IRS officials;

• Management Program Analyst/ Staff Assistant

  • Mar 2017 - Oct 2018

  • Direct and monitor the internal activities of the immediate office in coordination with the Special Assistant to the General Counsel and Deputies; Assist in determining priority matters requiring the General Counsel's attention, provides information in a timely manner and refers matters that can be handled by Office of the General Counsel staff or by other officials in the Department.• Plan and coordinate meetings and direct the preparation, compilation, and distribution of materials to attendees; Review and approve departmental travel to for critical mission driven travel; review and approve departmental supply request; Track and approve external training requests• Independently review and analyze all materials submitted for action to the General Counsel; Assure that the content is complete, responsive, and fully coordinated; Coordinate with Legal Division staff to ensure that assignments are understood in the context of the General Counsel's goals.• Perform administrative duties for the immediate office of the General Counsel which includes, preparing/approving travel documents and office supplies requisitions; Work with other General Counsel staff and Treasury departments to successfully achieve task in a timely and efficient manner; Also serves as backup for the Special Assistant throughout other areas of the General Counsel as needed.• Coordinate frequently with support staff of other Treasury officials and outside parties to obtain information and schedule meetings to resolve issues that arise in the course of daily assignments. Show less

• Management and Program Analyst

  • Jun 2016 - Mar 2017

  Implemented and managed a program to coordinate response to requests for information from various oversight agencies under the Freedom of Information Act (FOIA) or Privacy Act (PA); Coordinated necessary actions to review and process requests using the oversight procedures of confidential Agency records; Interpreted the FOIA and PA statutes regarding the release of information, and collaborates withAttorney liaisons to gain in-depth knowledge of legal and regulatory requirements; Worked in a team setting to research and review data production ensuring the response falls within the scope of the request; Reviewed highly sensitive information requests and provides guidance to the substantive expert on the search, review, and withholding of classified and unclassified information; Prepared response to requesters describing the processing of their FOIA/PA requests and explaining what is and is not releasable as well as the specific exemptions that were used to withhold information; Collaborated with multiple sources to synthesized data to bring open requisitions to completion; Maintained accurate records through internal tracking of incoming requests and outgoing response using SharePoint; Reviewed completed actions for priority, content, security markings and any pending issue; Tracked Treasury’s overall response rate through the Office of Financial Stability (OFS) Quarterly performance metrics; Draft and published monthly and weekly oversight activity reports to reflect any updates and/or changes to the current flow of business.Evaluated incoming requests, including researching problem areas, identifying legal issues, and conducting analysis to determine whether there is any basis to assert an exemption to disclosure; Conducted extensive record searches and makes disclosure determinations. Performed needs assessments and tasks analysis and provides program oversight, which entails regularly monitoring the FOI/PA process and making adjustments as needed. Show less



Department of Treasury/ Financial Management Services

• Information Technology & Services
• 100 - 200 Employee

• Project Analyst (Contract)

  • Mar 2014 - Jun 2016



EagleBank

• United States
• Banking
• 300 - 400 Employee

• Branch Service Manager

  • Nov 2009 - Jun 2013

  Manage the day to day operation of the branch; Resolve client concerns; Cross Sell products; track reports; Fraud prevention; Audit functionalities; Develop personnel; establish, build and deepen client relationship; Order, monitor inventory; Account maintenance and review; Motivate quarterly campaigns; complete Annual reviews and periodic documentation; coach and mentor team; communicate critical information; Approve Timesheets; work with other branches to achieve certain projects; drive sales; etc Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Assistant Branch Manager

  • Jun 2002 - Nov 2009

  Initiated mortgage loan applications, engaged in communication that resulting in cross selling of additonal products; Manage the day to day operation of the branch; Resolve client concerns; Cross Sell products; track reports; Fraud prevention; Audit functionalities; Develop personnel; establish, build and deepen client relationship; Order, monitor inventory; Account maintenance and review; Motivate quarterly campaigns; complete Annual reviews and periodic documentation; coach and mentor team; communicate critical information; Approve Timesheets; work with other branches to achieve certain projects; drive sales; etc Show less



Tripp Umbach

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Market Research

  • Jun 2000 - Jan 2001

  Market research assistant; facilitated focus groups; monitared/ revised web newsletter;  Promoted the company's product and their launch and development in becoming a nationwide healthcare consultant through promotion and dedication  Conducted research and analysis on highly publicized corporations/organizations in designated field of interest in addition, report to the CEO on potential leads and administrative functions  Assisted in the creation and promotion of company WebPages through development of newsletter  Facilitated and assisted in regional focus groups and regional analysis Show less



Univsersity of Pittsburgh

• Greater Pittsburgh Area

• Marketing/Financial Assistant--Intern

  • Aug 1997 - Dec 1999



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Tax Verifcation Assistant--Inten

  • Mar 1999 - May 1999



Organon Pharmaceuticals

• Pharmaceutical Manufacturing
• 100 - 200 Employee

• Internal Auditor--Intern

  • Jun 1998 - Aug 1998