Lead an innovation team in the legal and corporate compliance department. We focus on identifying process improvements, reducing manual work, and increasing efficiency by utilizing technology. While partnering with our IT employees, we can complete projects that are smaller in scale and/or lower risk with citizen development and increasing the capacity for more challenging work for our professional developers.

Act as Citizen Engineer by assisting the Compliance Department in automation opportunities and business process improvements utilizing RPA tools and other technology. Collaborating with Regulatory Innovation team members to identify areas of improvement, outdated business processes and aiding in skill development of technology for other department team members.

· Acting as Product Owner by effectively prioritizing backlog of 100+ Jira tickets for both data and valuation teams by considering company vision, time savings, risk reduction and timeline dependencies while allowing for flexibility as business needs change· Identifying business risk, potential system and workflow improvements and implementing checks as needed· Partnering with Agile team to complete Jira projects for automation and enhancement through technology (i.e. coding field… Show more · Acting as Product Owner by effectively prioritizing backlog of 100+ Jira tickets for both data and valuation teams by considering company vision, time savings, risk reduction and timeline dependencies while allowing for flexibility as business needs change· Identifying business risk, potential system and workflow improvements and implementing checks as needed· Partnering with Agile team to complete Jira projects for automation and enhancement through technology (i.e. coding field construction changes and inspection rule exceptions in Markit EDM)· Provide oversight of teams’ integrity reports, exceptions and manual inputs that are used for trading, performance, and reporting purposes Show less

· Attend weekly meetings discussing consumer requests and production issues to provide resolution or escalation· Assist in annual review of Data Governance artifacts (i.e. desired state workflow, data debt list, audit retention guidelines, etc.)· Create and present quarterly metrics to Data Working Group on the domain teams’ accomplishments, blockers and risks by utilizing Power BI and SQL· Groom our Data Governance Kanban board by performing information gathering, assigning… Show more · Attend weekly meetings discussing consumer requests and production issues to provide resolution or escalation· Assist in annual review of Data Governance artifacts (i.e. desired state workflow, data debt list, audit retention guidelines, etc.)· Create and present quarterly metrics to Data Working Group on the domain teams’ accomplishments, blockers and risks by utilizing Power BI and SQL· Groom our Data Governance Kanban board by performing information gathering, assigning tickets, updating statuses and labels· Provide communication to consumers and operations of decisions and technology or workflow changes via Confluence Page Show less

Member of the Data Governance - Securities Domain team.

Monitor daily trades to ensure compliance within all client rules and government regulations. Assist with onboarding new clients by reviewing the Investment Guidelines and implementing/creating restrictive trading tests to avoid breaches. Distribute monthly and quarterly client compliance confirmations.Actively research and provide information to Portfolio Managers and Traders to remedy market movement violations. Evaluate current day processes to show business need and… Show more Monitor daily trades to ensure compliance within all client rules and government regulations. Assist with onboarding new clients by reviewing the Investment Guidelines and implementing/creating restrictive trading tests to avoid breaches. Distribute monthly and quarterly client compliance confirmations.Actively research and provide information to Portfolio Managers and Traders to remedy market movement violations. Evaluate current day processes to show business need and creating documentation for discontinuation when necessary. Identifying business risk and implementing checks as needed. Show less

Input and maintain the accuracy of security data for trading and reporting purposes.Perform data integrity checks to maintain accuracy, utilizing external sources (i.e. Bloomberg, Factset, Markit)Evaluate current day processes to show business need and creating documentation for discontinuation when necessary. Identifying business risk and implementing checks as needed.

Worked in eight short -term facilities adapting quickly to new environmentsAssisted registered nurse and physician in preparation of health care planDeveloped rapport and maintained confidentiality with clientsResponsible for well-being of up to fifteen clients while meeting government regulationsCreated continuity of care plan between other workers that continued client care

Created and managed up keep of several social media websites (e.g. Facebook, Twitter, Yelp, etc.)Assist with online media production Run queries on specialized database and export to excelCreate document and email templates for marketing campaignCreate monthly power points reporting social media analytics

Communicated with clients to maintain quality controlCompleted up to 10,000 piece jobs by handAssisted machines with jobs over 10,000 piecesAccurately completed all jobs by specified due date

Trained and supervised 5 employeesMade weekly employee work schedulesPlanned golf tournaments and other club eventsManaged cash register with funds up to $2,000 per shiftTaught weekly golf lessons to up to 100 childrenMaintained cleanliness of pro shop and equipmentKept inventory stockedPerformed opening and closing proceduresServed up to 200 members beverages and drinks