IT Manager

• Sep 2022 - Present

Product Manager

• Mar 2019 - Sep 2022

ERP/CRM Systems Administrator

• Mar 2017 - Mar 2019

IT Systems Specialist

• Apr 2015 - Mar 2017

Sales and Marketing Coordinator

• Apr 2014 - Apr 2015

ETF Fund Accountant

• Aug 2013 - Mar 2014

• Perform fund accounting functions for Exchange Traded Funds such as calculation of baskets and cash components pertaining to in-kind creation and redemption trades. • Perform custodial functions. This includes income collection and verification, trade processing and settlement, and corporate action proceeds entitlement. • Act as a point of contact for high value clients and brokers for trade and settlement queries. • Calculate and collect collateral for trades that are failing to… Show more • Perform fund accounting functions for Exchange Traded Funds such as calculation of baskets and cash components pertaining to in-kind creation and redemption trades. • Perform custodial functions. This includes income collection and verification, trade processing and settlement, and corporate action proceeds entitlement. • Act as a point of contact for high value clients and brokers for trade and settlement queries. • Calculate and collect collateral for trades that are failing to settle by a contractual date. • Manage workflow and prioritize tasks between over a dozen different trade, accounting, and custody support systems while monitoring between 800-1200 group and direct emails per day. • Process fund expenses and cash account overdrafts daily. • Reconcile cash and assent account breaks due to corporate action entitlement and processing, unmatched trade instructions, and other various settlement errors. • Collect, organize, and file daily trade documentation for internal and external audit purposes. • Gather and collate data for various rotating daily, weekly, and monthly reports. Show less • Perform fund accounting functions for Exchange Traded Funds such as calculation of baskets and cash components pertaining to in-kind creation and redemption trades. • Perform custodial functions. This includes income collection and verification, trade processing and settlement, and corporate action proceeds entitlement. • Act as a point of contact for high value clients and brokers for trade and settlement queries. • Calculate and collect collateral for trades that are failing to… Show more • Perform fund accounting functions for Exchange Traded Funds such as calculation of baskets and cash components pertaining to in-kind creation and redemption trades. • Perform custodial functions. This includes income collection and verification, trade processing and settlement, and corporate action proceeds entitlement. • Act as a point of contact for high value clients and brokers for trade and settlement queries. • Calculate and collect collateral for trades that are failing to settle by a contractual date. • Manage workflow and prioritize tasks between over a dozen different trade, accounting, and custody support systems while monitoring between 800-1200 group and direct emails per day. • Process fund expenses and cash account overdrafts daily. • Reconcile cash and assent account breaks due to corporate action entitlement and processing, unmatched trade instructions, and other various settlement errors. • Collect, organize, and file daily trade documentation for internal and external audit purposes. • Gather and collate data for various rotating daily, weekly, and monthly reports. Show less

Field Technician

• Jun 2013 - Aug 2013

• Provide both internal and client facing on-call phone technical support for software and hardware issues regarding the Best Lockers GoPod™ electronic locker system. • Document all product error events for management analysis as well as escalating serious issues to higher level technical departments to ensure timely resolution. • Perform on-site installation of GoPod™ electronic locker systems, including retrofit installations that require in the field fabrication and problem… Show more • Provide both internal and client facing on-call phone technical support for software and hardware issues regarding the Best Lockers GoPod™ electronic locker system. • Document all product error events for management analysis as well as escalating serious issues to higher level technical departments to ensure timely resolution. • Perform on-site installation of GoPod™ electronic locker systems, including retrofit installations that require in the field fabrication and problem solving. • Carry out operation system upgrades and GoPod™ software installations on replacement PC systems used in the electronic locker systems. • Remote access locker systems PC’s and initiate software upgrades and bug fixes. Show less • Provide both internal and client facing on-call phone technical support for software and hardware issues regarding the Best Lockers GoPod™ electronic locker system. • Document all product error events for management analysis as well as escalating serious issues to higher level technical departments to ensure timely resolution. • Perform on-site installation of GoPod™ electronic locker systems, including retrofit installations that require in the field fabrication and problem… Show more • Provide both internal and client facing on-call phone technical support for software and hardware issues regarding the Best Lockers GoPod™ electronic locker system. • Document all product error events for management analysis as well as escalating serious issues to higher level technical departments to ensure timely resolution. • Perform on-site installation of GoPod™ electronic locker systems, including retrofit installations that require in the field fabrication and problem solving. • Carry out operation system upgrades and GoPod™ software installations on replacement PC systems used in the electronic locker systems. • Remote access locker systems PC’s and initiate software upgrades and bug fixes. Show less

Lot Manager

• Jun 2009 - Apr 2013

• Weekly expense and cash reconciliations, forecasted monthly income/acct payable, audited driver credit account usage. • Complete ad-hoc P&L analysis on competing contract obligations. • Provide Oversight of mechanical, electronic, and general physical care of vehicle fleet. • Troubleshoot and initiate onsite repairs of various limousines and diesel party buses. • Recondition interior/exterior of fleet, including light body work, to maintain luxury vehicle standards. • Manage… Show more • Weekly expense and cash reconciliations, forecasted monthly income/acct payable, audited driver credit account usage. • Complete ad-hoc P&L analysis on competing contract obligations. • Provide Oversight of mechanical, electronic, and general physical care of vehicle fleet. • Troubleshoot and initiate onsite repairs of various limousines and diesel party buses. • Recondition interior/exterior of fleet, including light body work, to maintain luxury vehicle standards. • Manage off site repairs and material procurement to ensure cost effectiveness. • Maintain up to date fleet documentation (county inspections, permits, insurance, repair receipts) • Conduct ROI analysis on vehicle acquisitions and upgrades. • Review incoming contracts, dispatch drivers, contact clients to ensure satisfaction and future loyalties. • Perform onsite dispatch/coordinating for high net worth/high profile clients. Show less • Weekly expense and cash reconciliations, forecasted monthly income/acct payable, audited driver credit account usage. • Complete ad-hoc P&L analysis on competing contract obligations. • Provide Oversight of mechanical, electronic, and general physical care of vehicle fleet. • Troubleshoot and initiate onsite repairs of various limousines and diesel party buses. • Recondition interior/exterior of fleet, including light body work, to maintain luxury vehicle standards. • Manage… Show more • Weekly expense and cash reconciliations, forecasted monthly income/acct payable, audited driver credit account usage. • Complete ad-hoc P&L analysis on competing contract obligations. • Provide Oversight of mechanical, electronic, and general physical care of vehicle fleet. • Troubleshoot and initiate onsite repairs of various limousines and diesel party buses. • Recondition interior/exterior of fleet, including light body work, to maintain luxury vehicle standards. • Manage off site repairs and material procurement to ensure cost effectiveness. • Maintain up to date fleet documentation (county inspections, permits, insurance, repair receipts) • Conduct ROI analysis on vehicle acquisitions and upgrades. • Review incoming contracts, dispatch drivers, contact clients to ensure satisfaction and future loyalties. • Perform onsite dispatch/coordinating for high net worth/high profile clients. Show less

Department Supervisor

• May 2007 - Jun 2009

• Supervised and trained sales personnel in Mobile Audio/Video, Digital Imaging department and Geek Squad installers in the Installation Bay. • Create and implement monthly departmental sales plans through detailed metric analysis and data mining. • Exceeded daily/monthly sales goals by direct customer interaction and motivated sales personnel. • Received numerous awards and accolades for superior customer service reviews, resolution of customer issues, and exceeded sales and… Show more • Supervised and trained sales personnel in Mobile Audio/Video, Digital Imaging department and Geek Squad installers in the Installation Bay. • Create and implement monthly departmental sales plans through detailed metric analysis and data mining. • Exceeded daily/monthly sales goals by direct customer interaction and motivated sales personnel. • Received numerous awards and accolades for superior customer service reviews, resolution of customer issues, and exceeded sales and attachment goals. • Was the only associate selected in the district to receive Best Buy media relations training in Anaheim, CA. Show less • Supervised and trained sales personnel in Mobile Audio/Video, Digital Imaging department and Geek Squad installers in the Installation Bay. • Create and implement monthly departmental sales plans through detailed metric analysis and data mining. • Exceeded daily/monthly sales goals by direct customer interaction and motivated sales personnel. • Received numerous awards and accolades for superior customer service reviews, resolution of customer issues, and exceeded sales and… Show more • Supervised and trained sales personnel in Mobile Audio/Video, Digital Imaging department and Geek Squad installers in the Installation Bay. • Create and implement monthly departmental sales plans through detailed metric analysis and data mining. • Exceeded daily/monthly sales goals by direct customer interaction and motivated sales personnel. • Received numerous awards and accolades for superior customer service reviews, resolution of customer issues, and exceeded sales and attachment goals. • Was the only associate selected in the district to receive Best Buy media relations training in Anaheim, CA. Show less

Electrician's Assistant

• Jan 2007 - Jun 2007

• Installation and troubleshooting of various types of 120/240volt circuits, lighting and fan systems. • Assist lead electrician in installation of large scale main line and industrial high voltage electrical installations. • Procure and deliver parts and supplies from multiple venders to various job sites in a timely manner. • Due to exceptional job performance, I was selected to work on many high profile/tight schedule rehab and retrofit installations.(Hilton Grand Vacation Suites… Show more • Installation and troubleshooting of various types of 120/240volt circuits, lighting and fan systems. • Assist lead electrician in installation of large scale main line and industrial high voltage electrical installations. • Procure and deliver parts and supplies from multiple venders to various job sites in a timely manner. • Due to exceptional job performance, I was selected to work on many high profile/tight schedule rehab and retrofit installations.(Hilton Grand Vacation Suites, Swan & Dolphin Hotel, Wilderness Lodge Resort, Grand Floridian Resort, Shamu's Happy Habour expansion, Shamu Stadium) Show less • Installation and troubleshooting of various types of 120/240volt circuits, lighting and fan systems. • Assist lead electrician in installation of large scale main line and industrial high voltage electrical installations. • Procure and deliver parts and supplies from multiple venders to various job sites in a timely manner. • Due to exceptional job performance, I was selected to work on many high profile/tight schedule rehab and retrofit installations.(Hilton Grand Vacation Suites… Show more • Installation and troubleshooting of various types of 120/240volt circuits, lighting and fan systems. • Assist lead electrician in installation of large scale main line and industrial high voltage electrical installations. • Procure and deliver parts and supplies from multiple venders to various job sites in a timely manner. • Due to exceptional job performance, I was selected to work on many high profile/tight schedule rehab and retrofit installations.(Hilton Grand Vacation Suites, Swan & Dolphin Hotel, Wilderness Lodge Resort, Grand Floridian Resort, Shamu's Happy Habour expansion, Shamu Stadium) Show less

Co-Owner, Sales Manager

• May 2003 - Jan 2007

• Controlled day-to-day operations, including sales, accounting, advertising, and vendor orders. • Designed and fabricated mobile audio/video systems to ensure satisfaction and customer loyalty. • Developed sales and marketing strategy to attract new prospective clients; this resulted in an increased brand awareness with double digit year over year growth. • Company was completely debt free after year two. • Controlled day-to-day operations, including sales, accounting, advertising, and vendor orders. • Designed and fabricated mobile audio/video systems to ensure satisfaction and customer loyalty. • Developed sales and marketing strategy to attract new prospective clients; this resulted in an increased brand awareness with double digit year over year growth. • Company was completely debt free after year two.