Experience

SDS Rx

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Financial Analyst

  • Nov 2019 - Present

  • Working directly for the CFO to develop financial models, weekly/monthly reports, and ad-hoc reports • Leads a small team of analysts to include a Bidding/pricing and a Logistics/Reporting Analyst creating weekly reports derived from SQL, Access, Tableau, quickbooks and other systems. • Built the companies consolidated 3-Statement model for monthly bank reports and covenant calculations; integrating two acquired companies into all models. • Holds weekly Variance analysis meetings with Regional VPs of Operations, analyzing financial & operational data to facilitate executive-level decision making. Develops ad-hoc analysis projects from discussions to facilitate improvement. • Supports yearly budget and staffing plan via modeling, facilitating discussion between the regional VP’s and CFO for review. • Partners with IT to build out automated trend tools and update data systems to facilitate ease of use and functionality. Show less



United States Army Reserve

• United States
• Armed Forces
• 700 & Above Employee

• Contingency Response Officer

  • Dec 2017 - Present

• Director of Operations and Compliance

  • Dec 2009 - Nov 2017

  • Increased capabilities by effectively managing a cross functional team, operations, and available resources to accomplish unit goals and objectives while responsible for 4 Full-Time Staff, over 140 personnel, $20 Million worth of equipment and 9 direct reports.• Primary regulatory and compliance officer within the company reading through, understanding, and interpreting the rules and regulations from dozens of Army Reference manuals. Emplacing process to comply and updating the process when gaps are identified.• 25% increase in Company administrative metrics by reviewing and evaluating company data, implementing processes to improve metrics, and monitoring process for effectiveness.• 100% increase in functional training realized through the creation of a Company vision, core purposes, and a coaching and mentoring program. Led to increased moral & improved company management.• Effectively trained and mentored 4 new junior managers in charge of completing dozens of projects and leading approximately 30 Soldiers. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate Trade Support Manager (CIB)

  • Jan 2019 - May 2019

  • Supported Prime Brokerage Clients and internal traders as an Authorized Participant to trade Creation and Redemptions on the Primary Market; booked domestic and international equities and bonds • Analyzed the process in place for pre-matching securities for Exchange Traded Funds (ETF) trading and coordinated meetings with senior management to migrate the function to a Prime Brokerage pre-matching team located in India• Built relationships with J.P. Morgan’s Prime Brokerage Clients and Internal Service Partners to develop new systems and flows and introduce long term efficiency gains. Conduct UAT tests for application developments• Conducted the settlement of Primary Market ETF orders and trading activity including fails research• Maintained Global Asia Equity Traders Flows, liaised with Europe and Asia Setts and local Equity Trade Associates to reduce risk in settling global equity trades Show less

• Trade Support Manager (CIB)

  • Dec 2017 - Jan 2019

  • Oversaw relationships with business partners across the organization and with multiple third-party providers to administer ETF trading services to Hedge Funds and Private Equity clients• Visualized and designed a new collateral management process for Prime ETF Client Collateral through the utilization of Macros and VBA, and in conjunction with systems developers and User Acceptance Testing• Controlled $1B in ETF Creation / Redemption daily order volume, placing Prime Brokerage Client ETF Creation and Redemptions on the primary market as an Authorized Participant• Managed cash and collateral accounting of over $50M daily Fedwire’s and Journals• Onboarded new clients to ETF Creations and Redemptions systems and processes Show less

• Business Support & Change Management Analyst (CIB)

  • Mar 2016 - Dec 2017

  Business Change Manager for Investment Banking Trading & Sales within the Macro, Commodity, and Equity LOBs.Cross Investment Bank exposure through project coordination with various teams; controllers, technology, operations, compliance, Resiliency, & real estate.Coordinate strategic initiatives and ad hoc projects in conjunction with internal stakeholders. Liaise extensively with sales & traders in regional locations including, Boston, Chicago, Houston, Dallas, LA, San Francisco, and support management in Mumbai.Provisioning of technology hardware, applications & Market data. Resiliency management coordination. Show less



Trading Keyes LLC

• United States
• 1 - 100 Employee

• Managing Member

  • Oct 2014 - Feb 2016

  • Analyze financial data, earnings reports, and news to buy and sell products on the financial markets including options. • Experience interpreting financial statements and earnings reports. • Knowledge of advanced concepts, practices, and procedures of finance and accounting. • Analyze financial data, earnings reports, and news to buy and sell products on the financial markets including options. • Experience interpreting financial statements and earnings reports. • Knowledge of advanced concepts, practices, and procedures of finance and accounting.



US Army

• United States
• Law Enforcement
• 1 - 100 Employee

• Project Manager

  • Apr 2013 - Apr 2014

  • Commended by the base Senior Director for quick thinking and problem solving skills during the planning, monitoring, and execution of a $4.8 Million contract to replace and maintain 133 large HVAC systems in over 2 dozen facilities. Effectively engaged with and influenced stakeholders for each facility.• Managed Stakeholder engagement and expectations for Majors, Colonels, and Generals across dozens of organizations while coordinating a multi-million dollar base contract for HVAC repair and replacement in the Kuwaiti desert.• Thousands of dollars saved for the Army by replacing a project manager coordinating a 1.3$ Million project running behind schedule, bringing the project back on schedule before it ran past the contract expiration date. Facilitated project working groups and status updates to improve coordination, and increase project efficiencies.• Increased interoffice communication efficiencies by renovating the DPW SharePoint site for migration of file sharing and collaboration, developing usage policies for DPW personnel. Show less

• Director Of Operations

  • Jan 2012 - Apr 2013

  • Promoted into the Brigade headquarters for a year and a half role, where I developed strategies and analyzed metrics to develop, implement, and improve processes in place, effectively increasing KPI’s by over 25% after gaining buy-in and teaching staff the new processes. • Led a cross-functional team of 4, prioritizing regular workload, special tasks and concurrent projects, allocating time and resources to ensure the work is completed accurately and efficiently within the established time frame.• Planned and coordinated a mission for 40 Soldiers attending a 3 week Joint Task Force Mission in Korea• Effectively managed the windows 7 and Army Outlook Server migration of the Brigade Staff.• Attended a week course in Advanced Decision Making Techniques, utilizing the course in presenting decision briefs and in future business decisions. Show less



Lexicon Pharmaceuticals, Inc.

• Pharmaceutical Manufacturing
• 200 - 300 Employee

• DNA Lab Technician

  • Mar 2011 - Dec 2011

  • Conducted DNA reactions and compound analysis using NMR, Mass Spec, and Liquid Chromatography. • Conducted DNA reactions and compound analysis using NMR, Mass Spec, and Liquid Chromatography.