Experience

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  State Street

  • United States
  • Financial Services
  • 700 & Above Employee

  • Officer

    • Jul 2021 - Present

  • Senior Associate

    • Dec 2015 - Jul 2021

    - Discuss with clients regarding on change and implementation of the new procedure- Cover Assistant Vice President’s responsibilities in their absent- Update and improve daily procedure- Resolve data variance between different departments- Build excel templates to reduce operation time and improve accuracy- Research and resolve legacy variances from clients taken over from the other group

  • Fund Associate 2

    • Jul 2013 - Dec 2015

    - Review daily works submitted by Associate 1- Review yield and tolerance level of the funds- Review trial balance and Net Asset of the funds- Train new hired workers- Assist co-workers to improve their overall performances- Communicate with clients and other departments to confirm validation of the unusual activities- Review and verify any expense accrual change or expense accrual adjustments to client or fund admin authorization.

  • Fund Associate 1

    • Sep 2011 - Jul 2013

    - Calculate income, Expense, and Net Assets- Organize and submit daily packets- Calculate prices and sending them to clients- Check Derive Yields and escalate variances- Maintain fund data from the past

• 

  MA Army National Guard

  • United States
  • Armed Forces
  • 100 - 200 Employee

  • Motor Transport Operator E5

    • Mar 2024 - Present

  • Unit Supply Specialist

    • Jul 2010 - Mar 2024

    - Complete monthly military training.- Issue and inspect weapons- Issue and inspect field gears to individual soldiers- Take accountability of items in arms room and supply room- Perform Preventative Maintenance (PMCS) of the HMMWV- Verify vehicle forms submitted by other sections- Provide security in the event of state level emergency

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  Market Basket

  • Produce Department Clerk

    • Jul 2006 - Feb 2012

    Answer customer questions, respond to special requests, and otherwise provide service for finding specific item that customer requires.Stock and maintain produce, so it is in ideal condition and appealing to shoppers.

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  New York Life

  • Insurance Agent

    • Sep 2009 - Jun 2010

    - Develop a financial planning for clients.- Recommend products that can improve client’s financial situation.- Recordkeeping and securing confidential data from the clients.

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  Harry Lee Cole School

  • Teacher's Assistant Internship

    • Apr 2005 - May 2005

    Assisted art teachers by preparing class materials.