Experience

• 

  Morgan Stanley

  • Complex Risk Officer at Morgan Stanley

    • Dec 2022 - Present

• 

  PNC

  • United States
  • Financial Services
  • 700 & Above Employee

  • Regulatory Risk Analyst at PNC

    • Mar 2019 - Dec 2022

    Responsible for the review and acceptance or rejection of client communications from client letters to Financial Advisor seminars that will be presented to the current or potential clients.Work with Regional Supervisory Officer and Financial Advisors to make sure communications where within PNCI and governing bodies policies, regulations, and standardsAct as a reviewer of Email activities to ensure users are following pre-defined guidelines and escalate issues as necessary.Prepares, reviews, and verifies documents and relevant information for accuracy; performs common processing and ensures compliance within standard regulations and company processes.

  • Client Solutions Specialist

    • Dec 2016 - Feb 2019

    Train and mentor new hire Financial Advisors in company policies and procedures to help build their client relationships. On a daily basis I could be performing numerous activities such as establishing new accounts, performing trades, performing research for Financial Advisors or clients, working with annuity caries, and performing account servicing for clients. On a daily average I would support a mix of 10 new and producing Financial AdvisorsWould acts as a point of contact for escalation from clients and service partners resolving client implementation or servicing issues.Prepares, reviews, and verifies documents and relevant information for accuracy; performs common processing and ensures compliance within standard regulations and company processes.

• 

  CONSOL Energy

  • Canonsburg, PA

  • ERP Functional Analyst

    • Mar 2013 - Jul 2015
    • Canonsburg, PA

    Established system and network requirements by gathering and analyzing data relating to client usage. Determined individual information processing or computation needs by interviewing users, management, vendors, and technicians. Communicated remotely with network users to diagnose and resolve system issues. Performed Functional support of SAP MM, PM, SRM, and SD modules• Optimized and developed Gas Emergency Call application by documenting, and revising design procedures, test procedures, and quality standards of the ServiceNow application package.• Trained 30 users on the use and maintenance of the Gas Emergency Call Application.

• 

  PA Army National Guard

  • Carlisle, PA

  • Information Systems Specialist

    • Sep 2007 - Sep 2013
    • Carlisle, PA

    Oversaw a team of systems administrators in the design, installation, configuration, and testing of computer hardware and system software. Diagnosed and resolved hardware, software, and network issues, as well as replaced defective components. Trained, scheduled, supervised, and reviewed the work of information systems personnel.• Streamlined daily operations by analyzing workflow and determining priorities by developing internal helpdesk to support over 500 users.• Managed and maintained over $15 million in sensitive communications equipment.• Responsible for the care, well-being, training, and accountability of 15 soldiers.• Supported and trained over 300 soldiers on various military programs.• Provided software and hardware support of over 175 computers and laptops.

• 

  Penske Logistics

  • Operations Specialist

    • Dec 2010 - Oct 2011

    Coordinated operations for a retail merchandise distributor throughout the Midwest region. Hired and trained distribution center drivers, as well as analyzed local markets to determine wage scale. Improved shipping accuracy by communicating directly with clients to coordinate shipments. Maintained profit and loss statements, as well as accounts payable and receivable.• Overseen the daily operations, scheduling, and distribution of Closet Maid products throughout the Midwest region• Worked directly with customers and drivers to improve safety and accuracy of all shipments• Created and maintained office procedures for all employees and their training on safety procedures.

• 

  84 Lumber

  • Eighty Four, PA

  • Assistant Manager/Sales

    • Aug 2002 - Feb 2007
    • Eighty Four, PA

    Led operations for a building materials supply company with more than $14M annual revenue. Coordinated purchaser and supplier activities to ensure the maintenance of inventory. Reviewed business and financial statements to measure and maintain progress with corporate goals. Oversaw the training of all newly hired personnel on company policies and procedures.• Responsible for the training and development of 10 employees.• Led inside sales team for 12 consecutive months.• Maintained inventory control of over $1 million of inventory.

• 

  Alcoa - Cameron of Pittsburrgh

  • Pittsburgh, PA

  • Level 2 Data Center Support

    • Jul 2000 - Jul 2002
    • Pittsburgh, PA

    Configured, and tested computer hardware, as well as operating system and networking equipment. Executed data backups, restores and managed disaster recovery operations. Managed relationship with vendors to meet SLA agreements. Maintained an inventory of miscellaneous parts for emergency repairs. • Completed project to upgrade the backup software of over 300 servers.

• 

  USMC

  • Various Locations

  • Small Computer Systems Specialist

    • Dec 1995 - Dec 1999
    • Various Locations

    Administered and maintained computer networks and related computing environments including computer hardware, systems and applications software, and all configurations. Determined requirements to improve system and network configurations. Diagnosed and resolved technical issues. Trained and supervised the activities of new members of personnel.