Experience

Atrium Housing, Inc
• United States
• Housing and Community Development
• 1 - 100 Employee
• Project Analyst

  • Jul 2023 - Present


ThirtyNorth Investments, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Financial Advisor Associate

  • Dec 2020 - Nov 2021

  • Supported the firm's client service and business development efforts across both the Wealth Management and Retirement Plan sectors • Constructed, modified and enhanced Financial Plans for several clients • Worked daily alongside the Investment Strategist to analyze stock and fund returns for both individual client and firmwide portfolios • Contributed to the firms efforts in developing and implementing new ESG portfolios, increasing the diversity of the firms portfolios available to clients • Devised all necessary documents each quarter to assure 401-K clients were accurately meeting the ERISA standards • Attended quarterly ERISA 401-K meetings with clients to discuss the performance of current funds and recommend alternatives to low performing ones • Coordinated marketing initiatives and created Linkedln posts and blogs for the firm Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Global Stock Plan Operations Associate

  • Aug 2020 - Nov 2020

  • Managed stock plan account maintenance and corrections, trade adjustments, complex problem research and resolutions • Assisted with identifying areas and processes where enhancement and/or automation could prove beneficial, resulting in a 90% increase in efficiency within our division • Reviewed and confirmed trade bookings were correctly reflected in the trading risk systems and tied out accurately with the counter party • Ensured all functions and procedures were performed in a timely and correct manner, i.e. trade checkout, position reconciliation, wash account reconciliation Show less


Mizuho
• Japan
• Financial Services
• 700 & Above Employee
• KYC Analyst

  • Jun 2020 - Aug 2020


DLL

• Netherlands
• Financial Services
• 700 & Above Employee

• Settlement Specialist

  • Oct 2019 - Apr 2020

  • Managed end-to-end clearing and settlement process of loan applications • Determined if customer loan applications had cause for suspicion or fraud by examining client background information and credit history • Reviewed loan applications for approval or rejection in the final stage of the booking process • Examined customer documentation to maintain complete accuracy throughout each loan application • Verified applications met all firm requirements before the booking process was completed • Ensured applications were funded correctly and within the agreed timeframes Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Operational Analyst

  • Jul 2018 - Jun 2019

  • Worked directly and assisted new Financial Advisors with the client on-boarding process • Compiled spreadsheets with information regarding document status for clients • Reported delinquent documents and held routine meetings with the Financial Advisors to discuss documentation deliverables • Managed large amounts of sensitive and confidential information for client processing • Worked directly and assisted new Financial Advisors with the client on-boarding process • Compiled spreadsheets with information regarding document status for clients • Reported delinquent documents and held routine meetings with the Financial Advisors to discuss documentation deliverables • Managed large amounts of sensitive and confidential information for client processing



The Marche Group, Ameriprise

• Financial Advisor Intern

  • May 2017 - Sep 2017

  • Created spreadsheets organizing client information regarding personal finances and private information • Used excel to an analyze stock and portfolio performance • Emailed financial plans to clients and worked directly with the clients to answer their questions • Messaged potential clients on Linkedln with information regarding 401K’s and personal IRA accounts • Answered and directed phone calls from clients and potential clients • Created spreadsheets organizing client information regarding personal finances and private information • Used excel to an analyze stock and portfolio performance • Emailed financial plans to clients and worked directly with the clients to answer their questions • Messaged potential clients on Linkedln with information regarding 401K’s and personal IRA accounts • Answered and directed phone calls from clients and potential clients