Senior Accountant

• May 2022 - Present

Operational Specialist II

• Nov 2019 - May 2022

• Accurately and diligently processing and monitoring private asset activities across a portfolio of assets • Coordinating with business partners, advisor firms, and fund administrators to resolve transaction discrepancies • Real-time risk management and risk mitigation by analyzing documents verifying rules and regulations are followed • Review and report data to measure key performance indicators • Accurately and diligently processing and monitoring private asset activities across a portfolio of assets • Coordinating with business partners, advisor firms, and fund administrators to resolve transaction discrepancies • Real-time risk management and risk mitigation by analyzing documents verifying rules and regulations are followed • Review and report data to measure key performance indicators

Universal Banker

• Oct 2018 - Jan 2022

-Contribute to the attainment of bank office sales goals and related objectives by promoting the bank's products and services and by generating leads and referrals. -Develop business relationships with potential customers through sales calls, networking, and other outside activities. -Sell products and services to customers and recommend and refer to appropriate alternative investment options to customers. -Provide exceptional customer service promptly and efficiently processing customer transactions and promote positive public relations. -Research customer questions, resolve account issues, and analyze account close-outs to assess the potential for future business. Show less