Experience

Keane

• United States
• Financial Services
• 1 - 100 Employee

• Lead Reporting Analyst

  • Mar 2018 - Present

  Perform information processing including data collection, cleaning and analysis of large datasets to summarize reportable property and generate annual state reports. Maintain up-to-date knowledge on revisions to unclaimed property laws and implement changes to the reporting process, ensuring clients remain in compliance with federal regulations. Prevent state penalties and audits; reduce costs for clients by conducting historical data research. Drive quality assurance to maintain data integrity and protection of highly confidential consumer information. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Client Services Project Manager

  • Oct 2013 - Mar 2018

  Coordinated and executed mutual fund launch projects for large brokerage firm clients. Trained project team members in compliance to established corporate and audit procedures. Assisted in multi-million dollar fund conversions to expand BNY Mellon's subaccounting platform, SuRPAS. Produced monthly/quarterly executive work performance reports based on client service level agreements. Functioned as a liaison between clients and internal teams to establish accurate fund and transmission setup. Prepared and iteratively updated organizational process assets including procedures, reports and project schedules. Show less



Desert Designs

• Philadelphia, Pennsylvania

• Office/Warehouse Manager

  • May 2013 - Oct 2013

  Oversaw quality control of over 500 SKUs for a wholesale Egyptian craft and home goods distributor. Ensured proper account management, timely order fulfillment, and effective customer service. Conducted bank statement reconciliation and bookkeeping using QuickBooks. Oversaw quality control of over 500 SKUs for a wholesale Egyptian craft and home goods distributor. Ensured proper account management, timely order fulfillment, and effective customer service. Conducted bank statement reconciliation and bookkeeping using QuickBooks.



The Phoenix Public Relations Firm

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Graphic Web Designer

  • Jul 2010 - Jul 2011

  Planned, designed and executed all digital graphic needs for a local public relations firm and its clientele. Redesigned and maintained the company website using Adobe Creative Suite applications. Created digital products including stationary designs, logos, press kits, and promotional videos. Planned, designed and executed all digital graphic needs for a local public relations firm and its clientele. Redesigned and maintained the company website using Adobe Creative Suite applications. Created digital products including stationary designs, logos, press kits, and promotional videos.