Co-Founder

• Aug 2022 - Present

Senior Product Solutions Consultant

• Apr 2022 - Present

Served as a technical subject matter expert on CaptivateIQ’s platform and primary point of contact to speak to and resolve our most complex technical escalations from Support, Customer Success, and other Customer Experience teams. Understood customer modeling requirements, designed system configurations, and implemented solutions in collaboration with customers. Collaborated on expanding and improving our documentation and training curriculum that anticipates/addresses customers questions about using our platform. Collaborated on building more repeatable and scalable ways for us to serve our customers. Served as a compassionate liaison between the customer and internal teams to resolve system issues. Continuously learned and mastered our product and modeling best practices. Created project plans and managed multiple small to large/complex projects at once. Show less

Financial Analyst, Commissions

• Oct 2018 - Apr 2022

Risk Systems Analyst II

• May 2017 - Oct 2018

The Risk Data Team creates and maintains all reporting and data warehousing for the Risk Office Products and implements code changes in the EnFact Fraud Prevention System. As part of this group, I cover a wide variety of tasks including: o Managing RealTime/Case Management FALCON rule code creation, maintenance, and analysis to ensure timely and accurate implementation of fraud prevention rules. o Designing and implementing new tools or reports to assist Risk Analysts in their daily work. o Direct training of Risk Analysts in the use of report and tools as well as teaching basic rule strategy (pattern recognition, critical thinking, etc.) o Initially started out running a variety of daily reports in Access, but quickly began improving their efficiency and automating as much as I could. Try to do the same for any process that is run on a routine basis. o Manage special projects to increase efficiency of internal tools and new revenue generating programs within Fiserv's Risk Office. o Build internal tools to increase fraud stopping capabilities for Fiserv Risk Office clients and Risk Analysts. Show less

Risk Systems Analyst

• May 2015 - Mar 2017

The Risk Data Team creates and maintains all reporting and data warehousing for the Risk Office Products and implements code changes in the EnFact Fraud Prevention System. As part of this group, I cover a wide variety of tasks including: o Managing RealTime/Case Management FALCON rule code creation, maintenance, and analysis to ensure timely and accurate implementation of fraud prevention rules. o Designing and implementing new tools or reports to assist Risk Analysts in their daily work. o Direct training of Risk Analysts in the use of report and tools as well as teaching basic rule strategy (pattern recognition, critical thinking, etc.) o Initially started out running a variety of daily reports in Access, but quickly began improving their efficiency and automating as much as I could. Try to do the same for any process that is run on a routine basis. Show less

Financial Analyst

• Feb 2014 - May 2015

• Established AR contacts with HP Inc. partners • Communicated payments to HP Inc. partners • Hosted regular meetings with AR contacts to improve AR and AP process times • Communicated billing discrepancies to reseller • Brought audit and account disputes to resolution • Reconciled payments to deductions with client Credit & Collections • Oversaw process improvement initiatives • Collaborated with upper level stakeholders to resolve audit and financial program issues with reseller • Addressed issues brought to attention from Sales Representatives • Audited funding processes and implemented improvements • Audited SRC activity to ensure accuracy • Addressed and resolved post audits • Created and maintained reports for upper level stakeholders Show less

Risk Analyst - Card Services

• Jul 2012 - Feb 2014

• Direct support of Fiserv and client card portfolio risk management programs. • Risk Analyst(Risk Office Group) to 20-40 Clients providing guidance in: o International and Domestic Transactions Risk o Retailer Fraud o Skimming/ ATM Fraud Schemes • Conducts data analysis of fraud monitoring system and make recommendations based on the analysis to customer/client inquiries. • Database management, SME for VISA fraud and FICO FALCON risk modeling and process tools. • Participates in both long-term and short-term projects related to either future or current risk management programs. • Assists management with development efforts and recommend changes to risk management policies and procedures to ensure compliance with regulatory and client based requirements. • Analyzes and evaluates fraud system data integrity and makes recommendations for enhancements. • Creates reports to support analytic findings. • Coordinate strategies and intelligence with the counter-fraud community, including law enforcement. • Board-level reporting and executive consulting for identification of risk metric targets, benchmarks and assessment. • Partnering with account executives, client sales of premium risk products to ensure delivery. Show less

Sales Consultant

• Jan 2012 - Aug 2012

Provide customers with all of the information necessary to make purchase of a new Infiniti. Provide customers with all of the information necessary to make purchase of a new Infiniti.

Product Flow Associate

• Oct 2011 - Mar 2012

Ingredient Tech.

• Jul 2007 - Sep 2011

Parks Maintenance Worker

• Jun 2007 - Sep 2007

General Maintenance of all City Parks and Sidewalks. Mowing of grass, removal of trash, and general landscaping duties. General Maintenance of all City Parks and Sidewalks. Mowing of grass, removal of trash, and general landscaping duties.

Tile Worker

• May 2006 - Sep 2006