Bio
Experience
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United States
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Manufacturing
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1 - 100 Employee
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Post-Production Manager
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Oct 2023 - Present
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Packaging Manager
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Oct 2021 - Oct 2023
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Packaging Lead
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Feb 2021 - Oct 2021
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Packaging Team Member
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Jul 2020 - Feb 2021
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United States
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Retail
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1 - 100 Employee
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Operations Manager
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Jun 2019 - Jul 2020
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Budtender
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Jan 2019 - Jun 2019
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Edgemark Development Services LLC
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Denver, CO
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Executive Assistant/Acquisitions Coordinator
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Nov 2016 - Feb 2019
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Denver, CO
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United States
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Software Development
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700 & Above Employee
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Assistant Manager
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Oct 2014 - Jul 2016
•Hand-picked to be team leader on one of the firm’s largest clients with $1.5 billion AUM, completing full middle office processing as the first middle office client of SS&C.•Timely completion of trade and corporate action processing, and portfolio pricing on a t+0 basis.•Managed relationships with counterparties (PBs and ISDAs) to resolve any trade settlement issues, corporate actions, wires/payments.•Completed trade matching and affirmation process for fixed income securities on t+0 basis.•Researched and resolved any discrepancies with cash, position, and corporate action reconciliations.•Coordinated with system developers to create trade scripting and automate internal processes, improving overall efficiencies which has saved the team 15+ hours of manual work a day already.•Assisted in the creation, development and testing of multiple customized reports for my client which have then been utilized for other clients.•Worked closely with Managers and other members of upper management to assist in various middle office projects and initiatives, improving overall company workflow and efficiencies.•Analyze, review/approve, and implement improvements on colleagues’ valuation packages to satisfy clients’ needs.•Provide training and mentoring to new employees.
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Senior Analyst
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Oct 2013 - Oct 2014
•In depth experience of CDS, IRS, FRA, FX, Options, and exotic derivatives instruments.•Responsible for executing the pricing of a wide array of OTC derivative instruments to provide for client portfolios.•Prepare and maintain OTC derivative valuations on daily and monthly cycles with highly time sensitive deadlines.•Analyze market value fluctuations between independent and counterparty valuations, investigate any differences and work with vendors and counterparties to resolve or provide client detailed feedback.•Assist in adhoc projects as needed.
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Derivatives Analyst
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Aug 2011 - Oct 2013
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United States
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Retail
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700 & Above Employee
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Operations & Staffing Supervisor
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Apr 2011 - Aug 2011
• Managed store operations and created staff schedule while performing administrative operations for store with $8-10 million in annual sales and 75-100 employees. • Sourced, recruited, and trained new employees.
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Sales Associate
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Sep 2010 - Apr 2011
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Accounts Receivable Clerk
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May 2010 - Sep 2010
Directly supported CFO by assisting with month-end/year-end financial statements and audit tasks.Completed data entry in accounts receivable and accounts payablePosted checks to appropriate accounts and processed bank depositsPerformed administrative support
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Education
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Western New England College
Bachelor of Science, Business Administration; Accounting
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Industry Focus. “Accounting and Auditing”
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