Regulatory Project Coordinator

• Oct 2021 - Present

Senior Operations Analyst

• Aug 2018 - Oct 2021

• Directed 1.4M account performance consolidation project, coordinated historical data integration file with 0% error rate which ensured the success of an $8 million performance system contract• Implemented procedures and coordinated with 10 team members to produce financial reports for Financial Advisors in 400 branches• Created and implemented training material provided candor for new hires to ensure efficiency with onboarding and new employee orientation• Perform large scale data analytics using statistical calculations and financial analysis of performance results for 2,300 financial advisors, 300K portfolio management accounts, 700 investment models• Manage and coordinate data collection for 4,500 investment managers for composites/models valued over $5.7B worth of AUM, resulting in accurate statistics for risk management and performance review• Participated and facilitated in agile development for project planning, providing updates, and problem solving• Coordinate vendor management implementing software development with external partners Show less

Performance Reporting Specialist

• Nov 2016 - Aug 2018

• Developed, coordinated, and reviewed reports for 190 clients/380+ accounts with 100% accuracy totaling $1.7 billion assets under management each quarter• Developed and executed procedures for opening and closing accounts on a daily basis while facilitating updates for existing accounts• Proactively implemented procedures and coordinated with 6 team members to produce 591 reports for 28 branches with a 0% error rate

Athletic Dept. Facilities & Events Management Graduate Assistant

• Jan 2016 - May 2016

• Co-led SEMO’s sports facility operations for 9 athletic teams while under the universities allocated funds• Developed organization plans for Division I officials and collegiate athletic programs• Planned and communicated event facility schedules for staff, coaches, and teams accomplishing pregame duties for SEMO and opposing colleges for 6 athletic facilities

Intramural & Club Sports Supervisor

• Dec 2014 - May 2016

• Completed daily Social Media Advertising related to the Recreation Center and Club Sports• Conducted On-site supervision of intramural sports, club meetings, and fitness and wellness events• Lead 14 supervisor training courses to help new department supervisors• Supervised operations of sporting events on 6 fields and 30+ student officials• Officiated 12 different sporting events for 30 teams consisting of 10-20 players• Resolved disputes during the games between competitors and officials Show less

Pro Shop Receptionist & Administrative Assistant

• Apr 2015 - May 2016

• Facilitated and supported customer service activities and $1.5K in Pro Shop sales every day • Oversaw the course’s fleet of golf carts, ensuring proper maintenance checks and serviceability • Created training and supervised new golf course attendants while planning 9 tournaments • Facilitated and supported customer service activities and $1.5K in Pro Shop sales every day • Oversaw the course’s fleet of golf carts, ensuring proper maintenance checks and serviceability • Created training and supervised new golf course attendants while planning 9 tournaments

Customer Service Representative

• May 2014 - Feb 2015

• Assisted customers in the service drive when they came into the dealership • Performed services for customers around the dealership such as answering questions or directing customers to specific areas • Effectively delivered over 1k vehicles to high-end clients for onsite customer service with zero accidents • Assisted customers in the service drive when they came into the dealership • Performed services for customers around the dealership such as answering questions or directing customers to specific areas • Effectively delivered over 1k vehicles to high-end clients for onsite customer service with zero accidents