Bio
Experience
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United States
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Financial Services
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700 & Above Employee
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Director
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Oct 2022 - Present
Long Term Assignment in India to build out team to support NA Institutional Onboarding
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Director
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Jan 2021 - Oct 2022
As a Director, I am responsible for leading our Institutional Client Onboarding Managers and overseeing a wide range of job functions within our department.Primarily focused on building out our Global Capital Markets onboarding team for North America.Recognition: 2020 Award for Excellence Winner - Role Model for Innovation (1 of 9 Global Award Winners), Morgan Stanley Non-Profit Advisor
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Associate
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Sep 2018 - Dec 2020
As an Institutional Client Onboarding Manager, I was responsible for managing all of the firm's live trades in North America and expediting the account opening process where necessary to eliminate settlement risk.In addition to my role, the firm sponsored me to attend a course at UMBC to complete Morgan Stanley's Data Analytics Certification program, where I had the opportunity to become an effective SQL & Python computer coder; leading to big data analysis with senior managers of our FX business.Recognition: 2020 Star Award Winner, Spot Award Winner (3x)
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Operations Consultant
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Jul 2017 - Aug 2018
As a Client Captain, I was responsible for managing the onboarding process for clients who primarily trade listed products; however this quickly expanded to all equity products & a wider array of clients. Ensuring our clients expectations were exceeded was my daily goal.
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Down Syndrome Association of Central Florida
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Orlando, Florida Area
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Board Member
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Jan 2016 - Jan 2018
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Orlando, Florida Area
As a Board Member of the Down Syndrome Association of Central Florida, we strived to improve the lives of individuals with down syndrome and provide a support network for the families. The board was tasked with establishing annual financial statements, organizing annual events, managing our annua...
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The Arc of Howard County
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Maryland
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Resource Development Associate
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Jan 2015 - Aug 2015
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Maryland
- Developed/Consolidated new and existing database systems- Created and managed a silent auction for the organizations largest annual event.
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Education
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2019 - 2019UMBC Department of Computer Science and Electrical Engineering
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2015 - 2017Crummer Graduate School of Business at Rollins College
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2014 - 2014Korea University
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2010 - 2014University of Maryland
Suggested Services
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Industry Focus. “Investment Banking”
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