Experience

Utah Department of Health

• United States
• Wellness and Fitness Services
• 400 - 500 Employee

• Financial Manager II

  • Jun 2022 - Present

• Financial Manager I

  • Nov 2020 - Jun 2022



State of Utah

• United States
• Government Administration
• 700 & Above Employee

• Financial Analyst III

  • Apr 2017 - Nov 2020

  350 North State St FP&A



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Workforce Management Specialist

  • Sep 2016 - Mar 2017

  Greater Salt Lake City Area

• Credit Specialist

  • May 2016 - Sep 2016

  222 main street



Restaurant

• Manager

  • Jan 2011 - Jun 2016

  Sandy, Utah - Perform thousand dollars in cash handling for daily transactions - Analyze and resolve work problems, and assist coworkers in managing jobs assigned - Maintain organized working environment and train employees to fulfill customer requests accurately - Process orders, transactions, vendor communication quickly and efficiently - Anticipated customer needs well and made their visits pleasant - Generated monthly sales expectation report for the business from budget projections



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Licensed Financial Service Representative

  • Jul 2015 - May 2016

  Sandy, Utah -Demonstrated knowledge of investments and financial market -Resolved problems relating to customer trading accounts and inquires -Placed trade via phone for clients as requested -Identified customer needs quickly and accurately -Applied key principles appropriately to individual clients for brokerage accounts, stock plan accounts and retirement accounts. -Resolved Problems relate to IRA, Roth IRA, SEP, Simple IRA, 401k, and Education account. -Obtained Seri 7 & Seri 63



NICE

• United States
• Software Development
• 700 & Above Employee

• Internal Auditor Intern

  • Jan 2015 - May 2015

  Midvale, Utah -Prepared documentation, perform testing, draw conclusions, and report results -Assisted with audit matters and projects as needed -Ensured audit assignments are appropriately documented, accurate, complete and within budget