Experience

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  Metro Business Systems, Inc.

  • Stamford, Connecticut, United States

  • Sales Manager

    • May 2020 - Present
    • Stamford, Connecticut, United States

• 

  State Street

  • United States
  • Financial Services
  • 700 & Above Employee

  • Officer - ETF Clearing and Collateral

    • Jul 2019 - May 2020

    Oversee the creation & redemption process for all iShares products including Canada, equity & fixed ETF’s.Work closely with brokers on exchange of shares, funding and collateral payments due to funds.Work with DTCC, CNS and BLK to ensure all underlying securities are settled accurately on a daily basis.Assist Capital Markets and Trade Operations in Fund Launches, ensuring new funds are accurately prepared, communicated to brokers and set up for seed date.

  • Senior Associate - ETF Clearing and Collateral

    • Feb 2018 - Jul 2019

    Maintained clear communication between BlackRock’s Trade Operations and Capital Markets teams to avoid any trade, settlement, or funding issues.Worked closely with Capital Markets to assist in ETF performance reports, FX slippage reports, quarterly collateral reports and daily delta figures from brokers investments.Functioned as a liaison between Brokers and Blackrock to resolve trade & FX settlement issues ranging from funding, swift, Fedwire and market instructions.Worked closely with State Street and BlackRock Recon/Accounting teams to ensure funding is correctly allocated and aided in resolving any cash or accounting breaks on the funds.

  • Associate 2 - ETF Clearing and Collateral

    • May 2017 - Feb 2018

    Assisted in the merger of Assets & Trades Team & ETF Collateral Team ensuring all procedures are documented and all associates are trained.Processed broker investments requiring calculation of money transfers, collateralization, & FX settlementsWorked closely with brokers to avoid any settlement, funding, or FX issues.

  • Associate 1- Assets and Trades

    • Nov 2016 - May 2017

    Serviced all iShares ETF Products, monitoring all failed swifts and trades, escalating any issues.Processed all broker trade & FX executions ensuring custody and accounting are accurate.Perform customized client activities and ad-hoc client requests.

• 

  State Department Federal Credit Union

  • Alexandria, Virginia

  • Home Equity Lending Solutions Intern

    • May 2015 - Aug 2015
    • Alexandria, Virginia

    Worked with Lending Solutions Home Equity Department analyzing home equity loans for clients to ensure their homesConfirmed clients could afford desired loan amount ranging from $ 5,000 to $ 400,000 loans.Analyzed clients income statements, credit scores and mortgages to ensure desired loan was achievableEnsured clients were top priority by calling/emailing clients daily updating them on the status of their loanOptimized the amount of loans that were distributed by the Home Equity Department Worked closely with loan officers to finalize loans, set up appraisals and closing meetings with clientsOverachieved our goal of $800,000 every month in Home Equity loans throughout my internshipEnsured clients had a pleasurable experience with the Lending Solutions Department

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  Metro Business Systems, Inc.

  • Stamford, Connecticut

  • Returns Department Intern

    • Jun 2014 - Aug 2014
    • Stamford, Connecticut

    Worked on spread sheets to create more efficient way of tracking returned inventory, decreasing time with orders and shipping datesIn charge of organizing returned products in warehouse and entering products back into inventory systemIssued a credit back to customers returned products when receivedHandled phones ensuring customers they would be reimbursed for unsatisfactory products

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  Kumon

  • Stamford, Connecticut

  • Tutor

    • Jun 2014 - Aug 2014
    • Stamford, Connecticut

    Tutored kids ages 6-16 in math and readingDedicated 30 hours weekly to tutor and analyze work

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  Country Club of Darien

  • Darien, Connecticut

  • Caddy

    • May 2011 - Aug 2012
    • Darien, Connecticut

    Worked up to 30 hours weekly on the course during summerPromoted from C grade Caddy to A grade Caddy by end of first year