Experience

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  RSM US LLP

  • Technology Consultant - Senior Associate

    • Jun 2022 - Present
• 

  Morgan Stanley

  • United States
  • Financial Services
  • 700 & Above Employee

  • Operations Change the Bank Associate

    • Jul 2018 - May 2022

    Operations Risk and Regulatory Control Scrum Master▪ Lead ceremonies for fleets, including sprint planning, sprint retrospective, daily standups, and storyrefinement▪ Completed Morgan Stanley Agile trainings including Scrum Master Bootcamp▪ Manage a project portfolio for Morgan Stanley operations with 700+ projects▪ Execute cross platform model reporting based on financials, delivery, benefits,variance,and staffing forall projects/ programs▪ Develop and maintain a quality control process to manage and improve efficiency of the portfolio▪ Portfolio Platform lead for 9 platforms, managing reporting, PPM data integrity, and the related budgetprocess

  • Operations Analyst Residential Trade Support Team

    • Jan 2017 - Jul 2018

    ▪ Reconcile trade positions for newly issued mortgages as well as mortgage backed securities▪ Execute front to back processing of residential mortgage including; client onboarding, AML approval, feereconciliation, and escrow holding▪ Team lead for processing 50+ invoices a month to external vendors and correspondence with internalcontrollers and external vendors regarding fees and payment▪ Execute a Regulatory control process for HELOC checks in compliance with legal regulations▪ Maintain accurate records tracking the processes, invoices, and various metrics for the Residential Trade Support Group

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  The Sperling Firm LLC

  • Legal Assistant

    • Aug 2016 - Jan 2017

    ♣ Complete applications for clients to receive Personal Injury Protection rights ♣ Personal Injury demand letters

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  MultiMedia Management Company

  • Bookkeeper- Intern

    • Jan 2016 - Aug 2016

    ♣ Input In-house and Web Sales for sixteen sub-companies for processing, tracking, and future records♣ Run daily reports to analyze current sales with sales from the previous year, salesman commission, and various other financial statistics of the companies using Crystal Reports♣ Create and maint...

• 

  DLA Piper

  • Global Finance Intern

    • Jan 2015 - Jun 2015

    ♣ Worked on a team that manages the financial matters pertaining to clients that receive legal services both domestically and internationally♣ Input invoices, tracked payments, and communicated with attorneys and financial professionals of the firm regarding the status of bills and payments♣ Crea...