Experience

Godfrey & Kahn, S.C.
• Trust Accountant

  • Jun 2020 - Present


FIS

• United States
• Information Technology & Services
• 1 - 100 Employee

• Securities Operations Associate Senior

  • May 2019 - Jun 2020

• Tax Analyst

  • Sep 2013 - May 2019

  Tax Conversion Analyst & Payments Facilitator



BMO Financial Group

• Tax Analyst

  • Sep 2013 - Oct 2017

• SMAC - Cost Adjustment Specialist II

  • Dec 2010 - Sep 2013

  Held responsibility for and spearheaded Cost Basis Reporting Service (CBRS) implantation; researched new IRS requirements for reporting cost basis, wrote procedures, trained staff, & assisted in project development of a new database to process incoming CBRS files. Responsible to use access databases, packet builders, IPA packets & excel spreadsheets to adjust tax cost, acquisition dates & tax codes.• Promoted from level I to level II in October 2011.• Job Shadow Committee member, representing the SMAC department.• Developed an access database that imported, filtered, adjusted & exported files for batch maintenance. • Achieved consecutive monthly team records breakers twice; three months in 2011 and four months in 2013. Show less



M & I Bank

• Banking
• 1 - 100 Employee

• TOBA - User Security Specialist I

  • Sep 2008 - Dec 2010

  Responsible for creating, maintaining and removing user ids and models for internal and external customers on multiple systems. Responsible to maintain and update 3270 macro’s and Access databases on a daily and month basis. Responsible for daily and monthly processing of multiple databases in support of monitoring accuracy and timeliness of transactions for management reporting. • Handled conversions and de-conversions of outsourcing bank users & models. • Assisted in the creation of the flow chart & Liquid Office User Security Form used by clients. Show less



CIB Marine Bancshares, Inc.

• Electronic Banking / Card Services Specialist

  • May 2005 - Apr 2008

  Responsible to process applications for telephone and online banking accounts and provided customer support for these services. Responsible to process consumer, business and corporate debit and credit cards while monitoring retuned cards for closed accounts and/or forwarding to branches for customer pickup. Responsible to process and research unauthorized transactions for customer exceptions/charge backs and filed the appropriate paperwork for proper reporting and tracking. • Designed and updated department procedures and maintenance forms. • Monitored and performed debit card reconciliations. • Provided internal/external assistance with merchant services and cash advances. • Received training/access to wire systems to serve as a cross-trained backup during bank restructuring. Show less



Guaranty Bank/ Best Bank

• United States
• Banking
• 100 - 200 Employee

• Personal Banker / Supervisor

  • Feb 2004 - May 2005

  Responsible to process, investigate and resolve customer teller transactions, questions and complaints in a timely, efficient and customer satisfaction manner. Responsible to open/close the branch, employee scheduling, developed/organized weekly branch promotions • Promoted to supervisor (June 2004), opened/closed personal, business, and IRA accounts. • Audited the branch: teller drawers, the vault, check bait money and balance the ATM. Responsible to process, investigate and resolve customer teller transactions, questions and complaints in a timely, efficient and customer satisfaction manner. Responsible to open/close the branch, employee scheduling, developed/organized weekly branch promotions • Promoted to supervisor (June 2004), opened/closed personal, business, and IRA accounts. • Audited the branch: teller drawers, the vault, check bait money and balance the ATM.