I serve as the VP of Programs on the PTA Board at Summitt Elementary. I have the privilege of bringing fun, educational and community building events to our school!

The Women's Initiative is a community of like-minded women financial professionals who support, educate and encourage one another.We support women at all stages in their careers, including new professionals, returners, career changers, and seasoned/retiring advisors. We are a passionate, fun-loving, upbeat community dedicated to the success of every member.

I work with clients to help them understand their financial health, determine what their money values are and goals, and then work towards their future. As their guide, task manager and financial expert I'm able to help clients stay focused and on track while they enjoy their (busy) lives!

•Reviewed and solved daily failing equity cash and lending trades•Provided support for equity trading and lending desks•Reduced trading errors by fixing system errors or bugs•Maintained international trading fees and commissions•Reconciled holding differences due to equity trades and lending•Processed Credit Default, Equity, Interest Rate, and Inflation Swaps•Daily reviewed and processed cash positions for Futures transaction

•Analyzed and processed equity corporate actions for all markets•Liaised with Portfolio Managers on corporate action decisions•Problem solved corporate action election discrepancies•Reconciled holding differences due to corporate actions•Maintained and imported accurate static data for equities •Maintained counterparties standard settlement instructions

•Manager of international corporate actions for U.S. domiciled funds•U.S. contact for Middle Office outsourcing project – Corporate Actions•Coordinated with Dimensional foreign offices and international custodian banks regarding portfolio management procedures•Reconciled share discrepancies between Dimensional and custodian banks•Reviewed daily cash flows for accounts and reconciled discrepancies with banks•Calculated monthly fund performance and compared to MSCI indices•Calculated monthly fund commission fees •Processed pricing recommendations prepared by portfolio managers•Performed news checks for security buy/sell programs•Trained new Analysts

- Provided financial support to present to insurance providers of clients- Gathered and extracted documents from clients for review concerning fraud investigations- Prepared documents to be used by expert witnesses during fraud trials

- Designed a life insurance Lapse Study - Presented the Lapse Study to the executive board- Contributed to life insurance Mortality Study- Calculated life insurance dividend rates- Received Actuary of the Week award twice