Experience

Zentech Spine

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Spinal Fusion Consultant

  • Apr 2020 - Present



KeyBank

• United States
• Banking
• 700 & Above Employee

• Investment Advisor

  • Apr 2019 - Apr 2020



PNC

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor

  • Jun 2017 - Apr 2020

  Cleveland/Akron, Ohio Area - Financial advisor in the PNC Investment Center - Provides hands on holistic investment advice tailored specifically to each individual based on their goals, risk, time horizon among other factors, in order to meet client financial well being. - Actively pursued new opportunity by developing successful relationships with clients and PNC partners throughout field. -Processed account transactions, trades, opening and closing accounts, updating suitability and client information among… Show more - Financial advisor in the PNC Investment Center - Provides hands on holistic investment advice tailored specifically to each individual based on their goals, risk, time horizon among other factors, in order to meet client financial well being. - Actively pursued new opportunity by developing successful relationships with clients and PNC partners throughout field. -Processed account transactions, trades, opening and closing accounts, updating suitability and client information among other service related inquiries.

• Senior Investment Operations Analyst

  • Feb 2015 - Apr 2020

  PNC Center Downtown Cleveland •Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. •Processes and/or reconciles complex transactions of varying risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and serves as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items… Show more •Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. •Processes and/or reconciles complex transactions of varying risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and serves as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions. •Ensures the appropriate materials, documentation and capacity are available to complete transactions. Confirms equipment is operational, if applicable. •Provides consultation and advice to internal and external customers. Reviews existing processes, recommends improvements and may assist with implementation. Participates in and may serves as a subject matter resource for process improvement projects. May assist in training and onboarding of new hires. •Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures. May review reports to identify exceptions, monitor quality and ensure compliance. May participate in risk mitigation activities.