Experience

NIC+ZOE

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Operations

  • Dec 2021 - Present



McCracken Automotive

• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Serivce Manager

  • Oct 2019 - Dec 2021

  Oversee the daily operations of a 6 bay/technician automotive repair facility that's been a neighborhood fixture for over 90 years. Primary liaison between customers and mechanics delivering excellent customer service through knowledge and transparency.Assess and adjust operational procedures for process improvement resulting in shop efficiency. Modernizing the customer experience through technology advancements by implementing the digital Multi-point vehicle inspections delivering updates to customer through faster and more user-friendly communication. Show less

• Service Writer

  • Mar 2016 - Sep 2019

  Responsible for customer intake. Listen to customer concerns and create repair orders to instruct mechanics to identify customer concerns and general safety inspections. Create estimates and inform customers of necessary repairs, cost, time-line and any manufacturer recommend service. Invoice creation and payment collection.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Contracts & Billing Specialist

  • Nov 2011 - Mar 2016

  Experience with life cycle of billing functions including fund setup, maintenance and invoice processing. Review all fee schedule setup requests and assign prioritization to streamline workflow across contract setup team. Partnered with BADGer team, data gathering, team bridging the gap between the CBS interface and the SQL database by creating cheat sheets for users on fee schedule language. Created and implemented weekly reporting tool to determine any past due setup request. Various projects included working with AGILE team on new billing database, round-table discussions with various stakeholders to enhance billing request forms. Appointed key person for multiple fund setup conversion projects. Show less

• Portfolio Administrator

  • Jan 2008 - Nov 2011

  Review and post daily cash balances for large mutual fund client. Use Multi-Currency Horizon to book and settle trades, reconcile any fund income through dividends, foreign exchanges across different currencies. Experience reporting daily fund NAV's on the NASDAQ pricing. Monthly and weekly projects of resolve past due income exceptions and calculating monthly custodial fees.



Evergreen Investments

• Financial Services
• 1 - 100 Employee

• Fund Analyst

  • Sep 2006 - Aug 2007