Experience

Cardinal Investment Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • May 2023 - Present

  United States



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Investment Performance Analyst

  • Feb 2017 - Jun 2023

  New York, United States • Prepares a quarterly investment performance report for 6 clients • Performs data reconciliation using Investor Force. • Monitors, reviews, inputs, and verifies organizational cashflows. • Performs portfolio rebalancing activities including spreadsheets balancing, correspondence drafting and trade forms preparation. • Interprets financial data across various platforms to calculate performance results for the fixed income asset class. • Sets up and maintains new accounts in… Show more • Prepares a quarterly investment performance report for 6 clients • Performs data reconciliation using Investor Force. • Monitors, reviews, inputs, and verifies organizational cashflows. • Performs portfolio rebalancing activities including spreadsheets balancing, correspondence drafting and trade forms preparation. • Interprets financial data across various platforms to calculate performance results for the fixed income asset class. • Sets up and maintains new accounts in Investors Force and Investment Metrics. • Validates performance returns generated by Investor Force versus individual money managers and mutual funds, and troubleshoots discrepancies. Show less



MISSOURI HIGHER EDUCATION LOAN AUTHORITY

• United States
• Banking
• 1 - 100 Employee

• Loan Servicing Specialist

  • Aug 2016 - Nov 2022

  Chesterfield, Missouri, United States • Researched and analyzed accounts via reports queues, and correspondence for all loan programs. • Took the appropriate action to change/maintain all applicable account information based on federal and state regulations/guidelines. • Provided support to the customer service department by answering phone calls from customers. • Completed assigned correspondence / tasks in a timely and accurate manner. • Forwarded adjustments to the appropriate department to completely resolve… Show more • Researched and analyzed accounts via reports queues, and correspondence for all loan programs. • Took the appropriate action to change/maintain all applicable account information based on federal and state regulations/guidelines. • Provided support to the customer service department by answering phone calls from customers. • Completed assigned correspondence / tasks in a timely and accurate manner. • Forwarded adjustments to the appropriate department to completely resolve accounting discrepancies. • Regularly tracked and reported completed tasks. Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Operational Specialist

  • Nov 2015 - Aug 2016

  Missouri, United States • Reviewed, and verified financial documentation for accuracy through Excel and the company’s BETA system. • Prepared correspondence to send to advisors and their clients. • Provided various administrative support for new account groups. • Researched and resolved any disputes or escalations from clients or Brokers / Advisors, utilizing different sources of information. • Opened advisory accounts such as Joint, Corporate, Custodian, Trust, IRA, and 529 accounts with beneficiary… Show more • Reviewed, and verified financial documentation for accuracy through Excel and the company’s BETA system. • Prepared correspondence to send to advisors and their clients. • Provided various administrative support for new account groups. • Researched and resolved any disputes or escalations from clients or Brokers / Advisors, utilizing different sources of information. • Opened advisory accounts such as Joint, Corporate, Custodian, Trust, IRA, and 529 accounts with beneficiary information through Smart Station. • Transferred assets from other financial institutions to Wells Fargo (ACAT Transfer). • Collected and correlated business requirements data with initial requirements and created appropriate deliverables documentation. • Tracked trends related to reoccurring issues. • Imported data entries from SharePoint and Smart Station. Show less