• Analyzed the validity of rejected mutual fund trades, directly influencing Ameriprise’s market exposure for individual trades ranging from $50 to $750,000.• Championed 9 business process improvements aimed to save Ameriprise time and rework. Notably, I presented an automation tool to senior leaders that allowed MFO to process and confirm 14,000 trades over the course of two days. These trades would otherwise have been done manually.• Point of contact for resolution specialists settling advisor’s trade disputes.• Expanded coding abilities to build operational databases and macros within Microsoft access. • Lead team meetings and trained in new hires in Mutual Fund Trading.

• Prepared contracts and calculated operating expenses with the use of QuickBooks and Microsoft Office.• Ensured company accounts were reconciled and within budget on a job by job basis.• Instructed expectations from management to crews consisting of 10-12 individuals to ensure continuity. • Manually estimated smaller roofing jobs.