Experience

• 

  Brown Advisory

  • Principal Institutional Client Specialist
• 

  Brown Advisory

  • United States
  • Financial Services
  • 700 & Above Employee

  • Institutional Relationship Specialist

    • May 2024 - Present

  • Senior Institutional Relationship Associate

    • Oct 2017 - May 2024

    - Partner with Sales once new business is won, helping on-board clients onto our platform- Assist Relationship Managers with client service request/maintenance; can consist of monthly/quarterly performance requirements, daily cash needs for clients, providing excellent customer service, etc.- Collaborate daily with operational contacts to ensure accounts are in line with all client restrictions and guidelines- Subject matter expert for our clients with all administrative/operational questions

  • Operations Associate - New Accounts Team

    • Jun 2016 - Oct 2017

    Client On-Boarding Associate- Prepped internal and custodian paperwork for new clients to get them setup at new clients for Brown Advisory; our 3 main custodians being US Bank, Charles Schwab, Fidelity - Partnered with Client Service to ensure all client information was up to date in our internal systems as well as at the custodian - Prepped and presented metrics - Lead on-boarding calls for each of our other office locations, ensuring all paperwork/needs were done in a timely manner and to prepare for large requests- Helped streamline our process for importing accounts into our internal systems to ensure accuracy and timeliness of date availability- Responsible for training all new colleagues - Average volume of new accounts over the time was 250 a month, working on a team of 2 colleagues; was the sole member of the team in January and February 2017 handling all responsibility

• 

  Stanley Black & Decker, Inc.

  • United States
  • Manufacturing
  • 700 & Above Employee

  • Credit Correspondent Specialist

    • Aug 2013 - Jun 2016

    • Responsible for helping train new employees on day to day activities and SAP applications• Manage Stanley’s Black and Decker’s accounts for Lowe’s US/Canada, Sears US/Canada, Target US/Canada as well as Walmart US/Canada and Canadian Tire Corporation.• Working closely with other departments, ie finance, supply chain, to resolve outstanding issues with larger customers, more specifically Walmart shortage deductions

  • Credit Correspondent

    • Mar 2012 - Aug 2013

    • Directly monitor and collect on receivables of an assigned portfolio of 350+ clients, in excess of 16 million dollars, wile looking at upcoming trends and risk exposure• Work with customers to provide reconciliations of balances, resolve receivable issues and negotiate settlements while protecting the Company’s assets. • Recommend and discuss action plans with Credit and Collection Manager regarding adverse situations and in furthering collection efforts, i.e. write-offs, credit memos, deductions• Assist in monitoring credit lines utilizing various reporting resource tools and applying credit analysis techniques.

• 

  TEKsystems

  • Hanover, MD

  • Business Operations Associate

    • Oct 2010 - Mar 2012
    • Hanover, MD

    • Manage customer accounts receivable in excess of 3.5 million dollars. • Audit, invoice and track purchase orders for clients.• Resolve client conflicts and outstanding issues.• Support field offices in researching and resolving any issues.• Research and collect data to facilitate management st...