Experience

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  Brown Advisory

  • United States
  • Financial Services
  • 700 & Above Employee

  • Alternative Asset Pricing Team Lead

    • Sep 2022 - Present

  • Senior Alternative Asset Pricing Analyst

    • Oct 2021 - Sep 2022

  • Alternative Asset Pricing Analyst

    • Dec 2019 - Oct 2021

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  Morgan Stanley

  • United States
  • Financial Services
  • 700 & Above Employee

  • Equities Operations Team Lead

    • Jun 2019 - Dec 2019

    Product Coverage: Stock, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), Convertible Bonds, Warrants, International Option Expiries, and other Domestic and International (Global) Equities• Performs post-execution of trade lifecycle management through trade entry and allocation, confirmation, matching, settlement, risk management, and client service.• Oversees daily activities of two analysts.• Responsible for proactively flagging potential risk items and acts as the main escalation point of contact for control groups.• Manages a portfolio of client accounts that trade global equity based products by working directly with global sales trading desks.• Delivers superior customer service by interacting and intermediating with global equity trading desks and Morgan Stanley’s institutional clients.• Coordinates with interdepartmental teams to carry out system performance improvements and implementation of new processes, procedures, and technology.• Works with the global operations teams to develop and identify ways to mitigate risk to the firm and its clients.• Partners with operational and technical teams by analyzing client data in order to create new firm initiatives that improve customer relationship management and assist with technological implementations.

  • Equities Operations Associate

    • Jan 2019 - Jun 2019

  • Equities Operations Analyst

    • May 2017 - Jan 2019

  • Equities Mail Remediation Analyst

    • Nov 2016 - May 2017

    • Worked as a part of a team on an ongoing regulatory project that supported institutional clients.• Coordinated with internal teams and external clients to implement project objectives.• Utilized appropriate processes, procedures, and techniques to implement changes and solve problems.• Identified resolutions and changes by analyzing problems and outdated procedures.• Escalated and communicated issues with appropriate personnel escalation contacts.• Supported business processes by creating and maintaining documentation to improve task procedures.

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  Boys & Girls Clubs of America

  • Aberdeen, Maryland

  • Program Aide

    • May 2015 - Nov 2016
    • Aberdeen, Maryland

    •Provided support and direction for activities within a variety of specifically focused youth development program areas.•Prepared youth for success by creating an environment that facilitates achievement, providing guidance and role modeling to members, and assisting in the supervision and discipline of team members and youth when deemed appropriate.•Effectively implemented and administered youth programs by monitoring and evaluating program effectiveness to ensure the safety of team members and the youth and to ensure a high quality output of the programs.•Prepared periodic activity and attendance reports, participated in collaborative programs and events to ensure a productive work and development environment.

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  Pacific Sunwear

  • Sales Associate

    • May 2013 - Aug 2015

    •Assisted customers through the purchasing process and led fellow employees through the training process. •Worked cooperatively with management and completed delegated tasks in a timely and efficient manner. •Managed store funds through the operation of the cash register and was held accountable for closing and totaling daily funds. •Organized store layout and teamed with store managers to improve store processes to enhance operational processes.

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  Foresthill Baseball

  • Scoreboard Operator

    • May 2012 - Aug 2014

    •Assisted in the organization and management of a youth baseball league while coordinating weekly recreation events.•Recorded statistics for each team and provided team/player averages to each coach on a weekly basis.•Acted as a liaison between the participants and the President of the Recreation Council.•Maintained the physical appearance of the recreation center.