Experience

Michigan Department of Education

• United States
• Government Administration
• 100 - 200 Employee

• Financial Analyst

  • Mar 2019 - Present



Morgan Stanley

• Baltimore, Maryland Area

• Settlements Associate

  • Sep 2015 - Jan 2019

  • Responsible for daily client account reconciliation and settling any pending payments. • Maintain Morgan Stanley financial reports and educate clients on their function. • Coordinate communication between Morgan Stanley IT and clients when developing financial reporting enhancements. • Represent Morgan Stanley and maintain client relationships with the firm. • Answer any questions from internal and external stakeholders regarding the equity swap/option product as a subject matter expert. • Analyze, investigate, and solve any financial discrepancies between Morgan Stanley and our clients. • Develop Standard operating procedures for processes, create necessary documentation, and train other team members. • Assist in the Morgan Stanley lean initiative as a team member and leader.



United Way of Monroe County

• Non-profit Organizations
• 1 - 100 Employee

• Tax Preparer

  • Dec 2014 - May 2015

  • Processed community members’ financial information as an IRS certified tax preparer. • Identified and resolved processing issues while tactfully addressing members’ concerns. • Collected, managed, and evaluated member survey data to improve future services. • Processed community members’ financial information as an IRS certified tax preparer. • Identified and resolved processing issues while tactfully addressing members’ concerns. • Collected, managed, and evaluated member survey data to improve future services.



Indiana University Bloomington

• United States
• Higher Education
• 700 & Above Employee

• Graduate Research and Teaching Assistant

  • Aug 2013 - May 2015

  • Analyzed performance reports from public agencies and compiled data using MS Excel. • Collaborated with other researchers to ensure inter-reader reliability in analysis. • Completed research objectives within assigned time frames with minimal supervision. • Aided junior students in understanding of complex economic concepts and calculations. • Analyzed performance reports from public agencies and compiled data using MS Excel. • Collaborated with other researchers to ensure inter-reader reliability in analysis. • Completed research objectives within assigned time frames with minimal supervision. • Aided junior students in understanding of complex economic concepts and calculations.



Michigan State University

• United States
• Higher Education
• 700 & Above Employee

• BITLab Researcher

  • Oct 2012 - Aug 2013

  • Interviewed human subjects on cybersecurity beliefs and behaviors for scientific study. • Established baseline keys for coding process and applied process to collected interviews. • Led undergraduate team in coding analysis and presented findings to researchers. • Interviewed human subjects on cybersecurity beliefs and behaviors for scientific study. • Established baseline keys for coding process and applied process to collected interviews. • Led undergraduate team in coding analysis and presented findings to researchers.



US Water Alliance

• United States
• Public Policy Offices
• 1 - 100 Employee

• Intern

  • May 2012 - Aug 2012

  • Independently researched environmental issues using online sources and databases. • Compiled, condensed, and provided findings for use in senior-level presentations. • Drafted news and research articles for publication on the U.S. Water Alliance website. • Independently researched environmental issues using online sources and databases. • Compiled, condensed, and provided findings for use in senior-level presentations. • Drafted news and research articles for publication on the U.S. Water Alliance website.