Investor Relations, Client Services Manager

• Mar 2022 - Present

Investor Relations Associate

• Sep 2021 - Mar 2022

Associate-Issuer Services at HSBC

• Sep 2019 - Sep 2021

Client Success Analyst

• Feb 2018 - Sep 2019

• Support Account managers while on-boarding new clients that use Muni products (Bookrunning, Parity, and Bidcomp) and ensure set up or product migration goes smoothly. • Provide clients with training and/or product issues to pinpoint root cause and remediation steps • Resolving client issues in a timely and professional manner in reference to • Liaise with the product and commercial teams to communicate client feedback and understand the latest solution developments. • Monitor… Show more • Support Account managers while on-boarding new clients that use Muni products (Bookrunning, Parity, and Bidcomp) and ensure set up or product migration goes smoothly. • Provide clients with training and/or product issues to pinpoint root cause and remediation steps • Resolving client issues in a timely and professional manner in reference to • Liaise with the product and commercial teams to communicate client feedback and understand the latest solution developments. • Monitor client inbound requests via Salesforce to address deals and support requests in a timely manner. • Deliver quality client service to answer all ad hoc client queries in reference to the municipal product Show less • Support Account managers while on-boarding new clients that use Muni products (Bookrunning, Parity, and Bidcomp) and ensure set up or product migration goes smoothly. • Provide clients with training and/or product issues to pinpoint root cause and remediation steps • Resolving client issues in a timely and professional manner in reference to • Liaise with the product and commercial teams to communicate client feedback and understand the latest solution developments. • Monitor… Show more • Support Account managers while on-boarding new clients that use Muni products (Bookrunning, Parity, and Bidcomp) and ensure set up or product migration goes smoothly. • Provide clients with training and/or product issues to pinpoint root cause and remediation steps • Resolving client issues in a timely and professional manner in reference to • Liaise with the product and commercial teams to communicate client feedback and understand the latest solution developments. • Monitor client inbound requests via Salesforce to address deals and support requests in a timely manner. • Deliver quality client service to answer all ad hoc client queries in reference to the municipal product Show less

Intern Analyst

• Jan 2017 - Aug 2017

-Working with portfolio managers on asset allocation analysis, equity analysis, mutual fund due diligence, and information gathering. -Working with operations manager to analyze clients portfolio's to determine discrepancies from target allocations on an asset class and strategic allocation perspective. -Working with portfolio managers on asset allocation analysis, equity analysis, mutual fund due diligence, and information gathering. -Working with operations manager to analyze clients portfolio's to determine discrepancies from target allocations on an asset class and strategic allocation perspective.

Summer Analyst

• Jun 2016 - Aug 2016

-Collected information on high-net worth individuals and hedge funds; information used by VP to advertise company’s services. -Researched publicly traded companies on IBD to stay current with industry and market trends -Performed translation work for managing directors to help Chinese biotech company employee exercise stock options -Participated in Yale University open college course to further knowledge on topics such as financial markets, insurance, and economic… Show more -Collected information on high-net worth individuals and hedge funds; information used by VP to advertise company’s services. -Researched publicly traded companies on IBD to stay current with industry and market trends -Performed translation work for managing directors to help Chinese biotech company employee exercise stock options -Participated in Yale University open college course to further knowledge on topics such as financial markets, insurance, and economic meltdown -Performed technical analysis on IBD Top 50 stocks by using cup with handle, double bottom pattern, and consolidation pattern Show less -Collected information on high-net worth individuals and hedge funds; information used by VP to advertise company’s services. -Researched publicly traded companies on IBD to stay current with industry and market trends -Performed translation work for managing directors to help Chinese biotech company employee exercise stock options -Participated in Yale University open college course to further knowledge on topics such as financial markets, insurance, and economic… Show more -Collected information on high-net worth individuals and hedge funds; information used by VP to advertise company’s services. -Researched publicly traded companies on IBD to stay current with industry and market trends -Performed translation work for managing directors to help Chinese biotech company employee exercise stock options -Participated in Yale University open college course to further knowledge on topics such as financial markets, insurance, and economic meltdown -Performed technical analysis on IBD Top 50 stocks by using cup with handle, double bottom pattern, and consolidation pattern Show less

Team Leader/ Marketing Analyst

• May 2014 - Aug 2014

-Formulate marketing activities and policies to promote products and services, create brand awareness thru direct marketing techniques, and trained and developed team member's skill sets. -Formulate marketing activities and policies to promote products and services, create brand awareness thru direct marketing techniques, and trained and developed team member's skill sets.

Teller Intern

• May 2012 - Aug 2012

-Receive checks and cash for deposit/verify amount/and check accuracy of deposit slips, balance currency/coins/and checks in cash drawers at end of shifts, and calculate daily transactions -Receive checks and cash for deposit/verify amount/and check accuracy of deposit slips, balance currency/coins/and checks in cash drawers at end of shifts, and calculate daily transactions