Experience

Project FIND

• United States
• Individual and Family Services
• 1 - 100 Employee

• Data Specialist

  • Apr 2021 - Present

  New York, New York, United States • migrated Project Find data of tenant profiles and apartment information to several Division of Housing and Community Renewal data bases to comply with NYC DHCR new requirements, • updated 11 year old waiting list of potential tenants • coordinated apartment viewings.



NYC Council member Helen Rosenthal Comptroller Campaign and Re-election Campaign

• Campaign Treasurer

  • Jan 2015 - Mar 2021

  New York City • Adhered to strict NYC Campaign Finance Board policies, processes and deadlines • Recorded and filed all transactions in the NYC Campaign Finance Board’s proprietary database • Passed 18-month audit review of re-election campaign with no fines or penalties • Comptroller campaign is in final stages of review and closure • Communicated with donors to solicit contributions and remedy invalid donations • Mastered the use of Google Suites software, Monday.com and Slack



Columbia University Alumni Association

• Coordinator, Alumni Club Websites Rollout

  • Jan 2014 - Jul 2014

  New York • Assisted in the launch of 20 new websites and revamped 40 existing websites for Columbia’s network of alumni clubs • Learned NationBuilder, a website creating platform • Coordinated training sessions for alumni and troubleshot technical issues



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Client On-Boarding Associate

  • Dec 2011 - Apr 2012

  New York • Worked on the Client On-Boarding team for the firm’s Anti-Money Laundering and Know-Your-Client effort • Obtained documents to satisfy new regulatory requirements from the sales force • Used four proprietary systems to research necessary documents



Strategic Asset Services LLC an h/2 Capital Partners Company

• Client Management Analyst

  • Mar 2011 - Jul 2011

  New York • Assisted Client Manager in the management of a diversified portfolio of commercial real estate loans by executing monthly cash management processes • Prepared waterfalls, calculated tax and insurance escrows and monitored condo sales



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Returnee

  • Sep 2010 - Nov 2010

  New York • Selected to participate in a highly competitive ten-week internship-like program with supplementary business and skills-based training sessions for individuals returning to the workforce after an extended voluntary career break • Assisted migration to new Client Relationship Management application • Inventoried all reports produced for management in the Americas and Europe, Middle East and Asia to ensure that they could be produced using the new system



Morgan Stanley

• Data Analyst

  • Jan 2001 - Oct 2003

  New York • Part of a 30 person team and a $40 million investment to develop and implement a Client Relationship Management application globally • Worked on all aspects of client management: attributing revenue earned, grouping clients together, sorting clients by importance to the firm • Validated information through various means including contact with managing directors, traders, research analysts and sales people • Mastered nine proprietary computer tools



Gateway

• United States
• Computer Hardware Manufacturing
• 700 & Above Employee

• Director, Investor Relations

  • Jul 1997 - Nov 1998

  North Sioux City, SD • Prepared earnings and news releases • Communicated regularly with Wall Street analysts • Directed and organized investor meetings



Smith Barney

• Equity Research Analyst

  • Jan 1992 - Jun 1997

  New York • Recognized expert on Gateway, Dell and Diebold; doubled the amount of written research on these stocks • Elected honorable mention by Institutional Investors' All American Research Team • Assisted senior analyst on coverage of IBM, EMC, Gateway, Apple, Compaq, and nine other stocks



Asahi Evening News

• International and Business Page Editor

  • Nov 1984 - Jul 1987

  Tokyo, Japan Selected news stories and photos and wrote headlines and captions for this English language newspaper with a circulation of 40,000