Experience

LeTort Trust

• United States
• Financial Services
• 1 - 100 Employee

• Operations Specialist

  • Mar 2021 - Present

  Camp Hill, Pennsylvania, United States - The collection and processing of assets and many investment/trust accounting functions. - Income collections, capital changes, managing cash sweeps/transfers, daily system/cash balancing and securities movement/control. - Assisting with the trading and reinvestment of mutual funds for trust company clients. - Assisting with client account maintenance including opening and closing accounts, cash disbursements and receipts and various administrative responsibilities as needed.



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Risk Analyst - Short-Term Contract

  • Aug 2019 - Apr 2020

  Owings Mills • Conducted initial due diligence/risk assessments on potential vendors prior to contract execution • Evaluated each vendor’s risk controls and recommend solutions to mitigate critical risks • Validated and reconcile over 3,500 internal vendor and contract engagement records are current by reaching out to appropriate internal business units and vendor contacts • Managed, document, and report vendor risk response resolution process



Under Armour

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Lead Disbursement Analyst

  • Mar 2018 - Jun 2019

  Baltimore, Maryland Area • Lead Under Armour’s Global disbursement operations-ACH, check, wire and Fx trade payments • Managed UA disbursement Email box responding to ad-hoc payment requests from A/P, A/R, Tax, Legal, Accounting and various other departments. • Entered, reviews and amends all global vendor bank account information • Developed and maintains weekly cash forecasts while collaborating with the Global Treasury team • Executed payments for inventory, rent, athletes, utilities and various other… Show more • Lead Under Armour’s Global disbursement operations-ACH, check, wire and Fx trade payments • Managed UA disbursement Email box responding to ad-hoc payment requests from A/P, A/R, Tax, Legal, Accounting and various other departments. • Entered, reviews and amends all global vendor bank account information • Developed and maintains weekly cash forecasts while collaborating with the Global Treasury team • Executed payments for inventory, rent, athletes, utilities and various other monetary obligations Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Prime Brokerage Analyst II - Short-Term Contract

  • Jul 2017 - Mar 2018

  Baltimore, Maryland Area • Coordinated with project managers to administer on-boarding account setups and reporting entitlements to new and existing hedge fund Prime Brokerage clients ranging from $10M-$300M • Communicated with various other in-house teams ensuring on-boarding task completion • Tracked and completes a ninety five step itemized spread sheet list for each individual client • Ensured each individual setup and document is complete and error free prior to client launch date • Troubleshooted to… Show more • Coordinated with project managers to administer on-boarding account setups and reporting entitlements to new and existing hedge fund Prime Brokerage clients ranging from $10M-$300M • Communicated with various other in-house teams ensuring on-boarding task completion • Tracked and completes a ninety five step itemized spread sheet list for each individual client • Ensured each individual setup and document is complete and error free prior to client launch date • Troubleshooted to resolve any ad hoc issues during the on-boarding process Show less



LaSalle Investment Management

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst - Short-Term Contract

  • May 2017 - Jun 2017

  Baltimore, Maryland Area • Assembled and distributed daily, weekly, and monthly financial performance reports • Assisted Portfolio Managers in client reporting and presentation preparation • Performed detailed financial performance analysis relaying findings to Portfolio Managers • Executed Pivot tables, Vlookups, and macro functions through Microsoft Excel on daily a basis • Calculated firms total assets under management daily and distributed information to company executives reflecting total fund… Show more • Assembled and distributed daily, weekly, and monthly financial performance reports • Assisted Portfolio Managers in client reporting and presentation preparation • Performed detailed financial performance analysis relaying findings to Portfolio Managers • Executed Pivot tables, Vlookups, and macro functions through Microsoft Excel on daily a basis • Calculated firms total assets under management daily and distributed information to company executives reflecting total fund performance and future outlook Show less



Altus Group

• Canada
• Real Estate
• 700 & Above Employee

• Tax Analyst - Short-Term Contract

  • Feb 2017 - Apr 2017

  Sparks, MD • Analyzed data, spreadsheet development, tax research and technical writing • Provided information to state officials in support of refund claims and audit appeals • Worked with clients to obtain and clarify information related to engagement objectives • Executed Pivot tables, Vlookups, and macro functions through Microsoft Excel on daily a basis



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Credit Risk Analyst - Short-Term Contract

  • May 2016 - Sep 2016

  •Performed credit analysis and underwriting activities, evaluating financial position and credit worthiness, for prospective and existing commercial/merchant/portfolio accounts • Maintained and reviews current information on existing accounts • Reviewed credit history to assess credit worthiness of new prospective clients • Ensured a balanced risk and revenue tradeoff consistent with credit policy and loss target expectations • Investigated the processing activity on accounts… Show more •Performed credit analysis and underwriting activities, evaluating financial position and credit worthiness, for prospective and existing commercial/merchant/portfolio accounts • Maintained and reviews current information on existing accounts • Reviewed credit history to assess credit worthiness of new prospective clients • Ensured a balanced risk and revenue tradeoff consistent with credit policy and loss target expectations • Investigated the processing activity on accounts that have exceeded the parameters set in risk management system and make a real time decision if the account is conducting business in a fraudulent manner or in a way that increases the credit exposure to First Data and its partners. Show less



Law Office of Steven Friedman

• Legal Assistant

  • Jan 2015 - May 2016

  • Provided administrative support to leading attorney and staff members to enhance office effectiveness • Structured legal cases by establishing and organizing files • Monitored the meeting of deadlines and confirming case statuses with attorney • Helped develop cases by maintaining contact with people involved in the case • Maintained case costs by verifying outstanding balances with attorney, clients, and providers • Located and developed case relevant information.



SEI

• United States
• Financial Services
• 700 & Above Employee

• Hedge Fund Accounting Analyst - Short-Term Contract

  • Nov 2014 - Jan 2015

  • Maintained daily accounting records; using the software Geneva and Microsoft Excel • Communicated with the hedge funds’ investment advisors and entered security trades • Calculated the funds’ daily investable cash, expenses and income • Processed shareholders’ activity and reconciled to the funds’ transfer agent • Reported the funds’ daily net asset values (NAV’s).



JG Wentworth

• United States
• Financial Services
• 200 - 300 Employee

• Account Executive

  • May 2013 - Mar 2014

  Radnor, PA • Established and maintained a constantly increasing client base and personal book of business • Fielded inbound and made outbound phone calls, totaling 100-120 phone interactions per business day • Identified specific financial products including structured settlement and annuity products • Developed relationships and rapport with each individual client, ensuring initial and repeat business • Calculated and evaluated company profit margin for each potential business… Show more • Established and maintained a constantly increasing client base and personal book of business • Fielded inbound and made outbound phone calls, totaling 100-120 phone interactions per business day • Identified specific financial products including structured settlement and annuity products • Developed relationships and rapport with each individual client, ensuring initial and repeat business • Calculated and evaluated company profit margin for each potential business transaction • Collaborated with team members to execute business tasks most accurately and efficiently Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Annuities Associate - Short-Term Contract

  • Dec 2010 - Oct 2011

  • Evaluated incoming and outgoing consumer financial investments on computer software: “Common Front End for Annuities.” • Assisted in the transfer of assets between financial institutions. • Collaborated with team members to execute business tasks most accurately and efficiently • Maintained the consistency of turnover period between Prudential and resigning custodians by executing same day process.