Experience

• 

  Chatham Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Billing Specialist

    • Sep 2023 - Present

    I am responsible for the invoicing process for Global Real Estate clients who use our Valuation, Reporting and Analytics services.

  • Learning & Development Specialist

    • Mar 2016 - Sep 2023

    - Managed the three-week, in-person training events for new hires multiple times per year; coordinated instruction with subject matter experts- Implemented several learning platforms to support the organization's growth and development: Bloomfire (Knowledge Management System), LinkedIn Learning, THRIVE (Learning Experience Platform)- Partnered with teams to support their learning initiatives- Managed the CPE and CTP continuing education credit programs; implemented improvements to streamline the process and ensure compliance with program guidelines- Managed the Analyst program for new college graduates who are joining Chatham

• 

  Marvin & Palmer Associates

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Client Service & Marketing

    • Sep 1997 - Dec 2015

    The responsibilities of this position grew significantly since I began. It evolved into an all-encompassing position, providing me with knowledge of and experience in many aspects of the firm. • Provide support and customized projects and reports for Marketing & Client Service and Investment staff • Prepare presentation materials• Maintain and calculate the firm’s performance composites • Monitor the firm’s adherence to the Global Investment Performance Standards (GIPS®)• Manage GIPS® audit consisting of a firm-wide compliance verification and performance examinations for four investment mandates.• Update consultant/third-party databases on a regular basis by given deadlines• Produce and proofread quarterly reports and coordinate with publisher• Complete requests for information/proposals• Respond to client requests and questionnaires; prepare customized client reports• Train new employees in all aspects of the job

  • Operations Analyst

    • Aug 1994 - Sep 1997

    • Reconciled client accounts’ positions, cash balance, trades, etc. with custodian banks monthly• Processed all trades executed on behalf of client accounts• Investigated and resolved failed trades• Processed corporate actions for client accounts

• 

  Mellon Bank

  • Pittsburgh, PA

  • Trade Administrator

    • May 1993 - Aug 1994
    • Pittsburgh, PA

    • Acted as liaison between Investment Managers and all other areas of the Global Custody Division; Researched problems and inquiries from the Investment Managers• Managed principal cash account to reflect purchases and sales of securities, foreign exchanges, etc.• Addressed settlement problems for trades with the investment managers• Monitored and identified the cause of currency overdrafts for each account• Assigned to a special project to research past currency balances for correct interest payments to clients