Experience

University of Pittsburgh Clinical and Translational Science Institute

• United States
• Research Services
• 1 - 100 Employee

• Finance Administrator

  • Mar 2019 - Present



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Investment Advisory Associate

  • Aug 2017 - Feb 2019

  Administrative program/product support role (Separately Managed Accounts), servicing UBS's 7000+ Financial Advisors. • Day-to-day job responsibilities include dealing with trade errors via trade corrections/as-of pricing, risk checks, asset transfers, and account liquidations/terminations • Work with Financial Advisors to help better serve their clients and solve problems in a fast-paced environment concerning urgent trade-sensitive matters • Work with outside Investment Managers and internal cross-functional departments to resolve operational or technical issues affecting our client accounts • Improving and documenting internal controls and procedures to mitigate exposure to operational risks Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Derivatives Operations Specialist II

  • Sep 2015 - May 2017

  Servicing Role - Assist internal accounting and processing teams, as well as external Investment Managers and firms with any issues regarding our accounts.

• Derivatives Operations Specialist I

  • Jul 2013 - Sep 2015

  Processing Role - Processing cash movements and booking cash and derivative trades to our accounting system