Experience

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  ROPES WEALTH ADVISORS LLC

  • Boston, Massachusetts, United States

  • Client Service Specialist

    • Mar 2023 - Present
    • Boston, Massachusetts, United States

    I manage client relationships and provides administrative support to our successful individual, family, endowment, and foundation clients. I partner with Ropes Wealth investment, financial planning, and Ropes & Gray trustees and clients’ external advisors to ensure that all aspects of their wealth management plan needs are implemented and supported.

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  Ropes Wealth Advisors

  • Greater Boston Area

  • Client Administrator

    • Jan 2017 - Feb 2023
    • Greater Boston Area

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  BNY Mellon

  • Greater Boston Area

  • Accounting and Reporting Specialist

    • Jun 2015 - Jul 2016
    • Greater Boston Area

    • Strike daily NAVs of funds in retirement accounts by nightly deadline for institutional clients so individual participants can buy and sell shares at correct value• Account for dividends, capital gains, interest payments, and accruals impacting funds to ensure constant accuracy of valuation • Receive outgoing wire instructions, verify authenticity with client over the phone, and send money to recipient bank by cash deadline so clients can pay expenses • Research and correct position and cash breaks in client accounts between custody and accounting systems so clients know the value of their positions and amount of cash available and have corresponding accounting for transactions

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  BNY Mellon

  • Greater Philadelphia Area

  • Managed Investments Intern

    • Jun 2014 - Aug 2014
    • Greater Philadelphia Area

    • Set up securities in Fiserv’s APL Portfolio Administration System for traders in highly time sensitive environment with 15 minutes to complete each request so trades could be booked• Utilized Bloomberg Terminal daily to extract information on securities for portfolio tracking• Reconciled positions and cash between money manager and sponsor accounts

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  AMResorts

  • Greater Philadelphia Area

  • Revenue Management Intern

    • Jun 2013 - Aug 2013
    • Greater Philadelphia Area

    • Calculated discounted room rates for distribution partners to offer to their members• Created Excel reports on rate parody issues between our brand websites and distribution channels like Expedia so that rates would be consistent

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  Philadelphia Housing Authority

  • Philadelphia, PA

  • Accounting Intern

    • May 2013 - Aug 2013
    • Philadelphia, PA

    • Created accounting journal entries on the general ledger to post received payments• Gained proficiency with Oracle's PeopleSoft Financials software by posting journal entries, disposing of assets, and adjusting accounts receivable balances for tenants who have vacated

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  Metropolitan Area Neighborhood Nutrition Alliance

  • Philadelphia, PA

  • Marketing/Development Intern

    • May 2012 - Aug 2012
    • Philadelphia, PA

    • Created annual report by quantifying performance results in Publisher• Generated over 200 contacts of interested professionals in healthcare industry by cold calling hospitals for upcoming healthcare symposium