Experience

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  State Street

  • United States
  • Financial Services
  • 700 & Above Employee

  • Money Markets Associate

    • Oct 2016 - Oct 2019

    Verified income in database tied to offline spreadsheet calculations for Blackrock, Transamerica, Chrysler, and Eaton Vance funds. Ensured expenses in database general ledger equated to offline calculations.Researched NAV and yield changes in funds and provided reasoning for out of tolerance movement.Analyzed out of ordinary transactions in funds, provided rationale, and escalated when needed. Trained individuals in India on company database, web applications, and analyzing income transactions in over 10 funds.

  • Capital Gains Tax Associate

    • Aug 2015 - Oct 2016

    Researched/identified NAV impacting funds for over 15 clients and provided rationale to the client.Ensured realized/unrealized capital gains tax amounts on general ledger equated to database calculations.Completed reconciliations for funds' securities to ensure shares, price, and cost tied to tax agents' amounts and escalated if out of variance. Trained teams in India on how to utilize macros to post values on general ledger in database.Trained individuals on how to analyze capital gains tax NAV impacting funds, and ensured individuals provided correct reasoning to the client. Researched suspicious postings on funds' general ledger, and escalated when needed.

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  MarketStar

  • Remote

  • FlexTeam Representative

    • Jun 2010 - Apr 2013
    • Remote

    Represented various technology companies within retail and office settings.Conducted market research and educated businesses and consumers on promotions.Trained employees on new technology products.

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  Linden Ponds

  • Hingham, Massachusetts, United States

  • Volunteer Coordinator Intern

    • Jul 2008 - Jan 2010
    • Hingham, Massachusetts, United States

    Marketed volunteer opportunities and events at Linden Ponds through on-campus television interviews and advertisements.Established relationships and communicated with local media to obtain ad space for promoting volunteer opportunities through television and newspaper.Created marketing material that promoted volunteerism at Linden Ponds.Recruited, interviewed, and screened potential volunteers interested in providing services on business grounds.Led, researched, and recruited 10 organizations from the surrounding community to inform residents about volunteer opportunities at volunteer fair.Informed new volunteers on company policies and gave tours of facility during orientation.

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  Allied Integrated Marketing

  • Boston, Massachusetts, United States

  • Publicity Intern

    • May 2008 - Aug 2008
    • Boston, Massachusetts, United States

    Developed promotional ideas for movies through events and various forms of media for film studios.Researched various businesses that had similar demographic profiles to upcoming films and discussed cross-promotional opportunities.Provided support at advanced screenings of films by taking notes on audience demographics and emotional cues for film studios.

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  BNY Mellon

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Trust Accountant

    • May 2007 - Feb 2008

    Analyzed domestic and international stock trades/transactions in Virginia College Savings Plan account.Provided support in the daily valuation of accounts by researching security net asset value effect, analyzing price tolerances, and updating stock prices.Ensured the validity of corporate actions by researching on Bloomberg terminal. Discussed new procedures with clients and answered inquiries.Trained employees on company database, NAV impact analysis, and daily procedures.

  • Trust Accountant

    • Feb 2006 - May 2007

    Performed analysis on daily transactions in Raytheon/Gannett Company, Inc. employee pension plans and Boehringer Ingelheim’s 401(k) accounts.Provided support in daily valuation of accounts by researching security net asset value effect, analyzing price tolerances, and updating stock prices.Ensured validity of corporate actions.Posted cash transactions to enable accounts to receive necessary money to fund for expenses.Discussed new procedures with clients and answered inquiries.Received the Premier Achievement Award for recognition of dedication to quality service delivery and client satisfaction.

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  Verizon Wireless

  • Braintree, Massachusetts, United States

  • Customer Service Representative

    • Aug 2004 - Oct 2005
    • Braintree, Massachusetts, United States

    Acted as a liaison between Verizon Wireless and new/returning cellular phone customers.Positioned products to customers and discussed cellular service/data plans.Assisted new employees with database systems and customer inquiries.

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  Rhode Island International Film Festival

  • Providence, Rhode Island, United States

  • Marketing Intern

    • Oct 2003 - Apr 2004
    • Providence, Rhode Island, United States

    Contacted company sponsors and notified them of upcoming events.Discussed silent auction with company’s sponsors and solicited donations for funding.Provided support for programs such as Horror Film Festival and Kids Eye Film Festival.Informed local businesses of the Film Festival’s aim.