Experience

ALPS, A DST Company

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst

  • Mar 2012 - Present

  • Relationship Manager for 16 mutual funds regarding report requests. Serve as a liaison between DST, Envision, I.T., and the Transfer Agency • Create and distribute daily, monthly, and quarterly reports for 46 mutual fund clients. Build custom reports for client needs. Assist with fund and new client conversions(reports, jobs, queries, data files, checklists, etc.) • Support the Transfer Agency by analyzing data requests, system enhancements, and efficiency requests for implementation and fixes • Facilitate fund mailing list for regulatory documents and facilitate the e-delivery process. Complete all fund audits and NSAR requests • Analyze, create and maintain SQL based reports (Completed Microsoft SQL training) Show less



Starbucks

• United States
• Retail
• 700 & Above Employee

• Shift Supervisor

  • May 2009 - Mar 2014

  • Execute store operations during scheduled shifts. Organize opening and closing duties as assigned • Follow all cash management and cash register policies and ensure proper cash management practices are followed by shift team • Follow up with baristas during the shift to ensure the delivery of legendary customer service for all customers • Act with a “customer comes first” attitude and respond to customer needs as necessary • Maintain a calm demeanor during high volume or unusual events to keep the store operating to standard and set a positive example for the shift team • Provide an uplifting experience to customers by genuinely caring and providing exemplary service that enriches people’s daily lives Show less

• Financials Representative

  • Jul 2011 - Jan 2012

  • Facilitate all aspects of the money movement between mutual funds and their shareholders • Efficiently and accurately report the money movement for funds.Complete monthly dividend/capital gain processing • Process all automatic investment plans and systematic withdraw plans.Ensure that all money movement has been entered and released for the day (wires/ACH’s) • Create and approve daily confirmations.Fulfill clients’ requests for reporting.Assist in Fund conversions • Facilitate all aspects of the money movement between mutual funds and their shareholders • Efficiently and accurately report the money movement for funds.Complete monthly dividend/capital gain processing • Process all automatic investment plans and systematic withdraw plans.Ensure that all money movement has been entered and released for the day (wires/ACH’s) • Create and approve daily confirmations.Fulfill clients’ requests for reporting.Assist in Fund conversions



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Services Representative

  • Aug 2006 - Nov 2008

  • Responsible for the end-to-end sales cycle from prospecting and marketing, to closing sales, to record keeping and maintenance • Detailed knowledge of life, disability, and long term care insurance products as well as financial investment vehicles including annuities, 401K, IRAs, and educational plans. Working knowledge of estate planning • Responsible for the end-to-end sales cycle from prospecting and marketing, to closing sales, to record keeping and maintenance • Detailed knowledge of life, disability, and long term care insurance products as well as financial investment vehicles including annuities, 401K, IRAs, and educational plans. Working knowledge of estate planning