Experience

SLKone, LLC
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Consultant

  • Mar 2022 - Present


JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• NAV Valuation Analyst

  • Nov 2019 - Mar 2022

  In the fund service business within JP Morgan serving 193 client mutual funds’ while working with a team to analyze daily transactions, provide 465 Net Asset Values, and deliver rates and prices to NASDAQ in a timely and accurate manner • Collaborate daily among the internal corporate action, trades, and pricing team to confirm transaction precision, while controlling for income, expense, and trade exceptions to produce Net Asset Values for clients’ funds • Facilitated new client onboarding for 193 funds with ~$400 billion in assets while assisting JPM management in analyses of clients’ financial product and addressing ad-hoc client requests • Analyze 39 mutual funds daily for client to complete ~$2.2 million in distributable income, while reconciling any adjustments to enable successful distributions to clients’ investors • Maximize team productivity and knowledge through training and onboarding six new employees in business practices, regulatory protocols, and day-to-day processes as the team tripled in size • Evaluate daily client financial records, statements, and reports to ensure no discrepancies in cash balance, shares, rates, and prices to guarantee accuracy for end of day processes Show less



Noble Health Services

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Finance Intern

  • Feb 2018 - Jun 2019

  Full time intern with a specialty pharmacy with ~$500 million in assets while completing my M.B.A. Assisted senior management in the development of an annual budget by evaluating and analyzing medications that are sold daily • Monitored internal inventory, accounts receivable, accounts payable, and invoicing processes with the director of financial services and departmental leads to analyze the company’s working capital management of ~$100 million • Formulated monthly financial and operating reports to analyze performance of medications against forecast, budget, and strategic plan for board level leadership, executives, and senior management to assess income margins • Delivered daily, weekly, and monthly management information reports to external pharmaceutical manufacturers to generate ~$100 thousand in monthly sales and ~$200 thousand yearly contract revenue Show less



Girl’s USA Player Development Camp

• Evaluator/Coach

  • May 2014 - May 2018

  • Assess individual skill sets for 80 players in strength, conditioning, shooting and stick handling. • Lead training sessions and initiate improvement related to offensive and defensive abilities • Assess individual skill sets for 80 players in strength, conditioning, shooting and stick handling. • Lead training sessions and initiate improvement related to offensive and defensive abilities



Girl’s New York State Amateur Hockey Association Camp

• Coach/Camp Counselor

  • Jul 2015 - Jul 2017

  •Develop 70 players in academics and hockey to help them pursue a path to the collegiate level. • Provide constructive feedback to inform players on hockey skills, team bonding and character •Develop 70 players in academics and hockey to help them pursue a path to the collegiate level. • Provide constructive feedback to inform players on hockey skills, team bonding and character



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Jan 2017 - May 2017

  • Developed a strong client base through networking, cold-calling and informational sessions that resulted in acquisition of new clientele • Analyzed clients’ financial information to determine strategies for meeting financial objectives including retirement savings as well as life, health, and disability insurance • Obtained Life and Health insurance license • Developed a strong client base through networking, cold-calling and informational sessions that resulted in acquisition of new clientele • Analyzed clients’ financial information to determine strategies for meeting financial objectives including retirement savings as well as life, health, and disability insurance • Obtained Life and Health insurance license