-Monitored and executed a project timeline outlining all the tasks that needed to be completed for a company wide Transformation Project-Engaged in constant dialogue with each work stream lead on the Transformation Project to ensure each task was completed on time-Coordinated with Business Leaders throughout the company to gain insight into adding transparency for redesigning Technology Finance’s internal charge out process to major Line’s of Business such as Corporate and Consumer Card within American Express -Analyzed the appropriate files and created Technology Finance’s current baseline to determine the Technological and Business Unit impacts of various scenarios presented by outside vendors-Senior Leader Communication - Presented research and findings of internal charge out process analysis and various baseline impacts to Senior Leaders

-Gained a thorough understanding of the Merrill Lynch Wealth Management platform, including financial/estate planning, investments, asset allocation, and alternative investments.-Created a mock client portfolio by first determining the client risk tolerance, time horizon, and personal/career goals; Researched appropriate securities, including equities, municipal and taxable bonds, and mutual funds using the Bloomberg and Merrill Lynch proprietary portfolio software.-Regularly attended various Merrill Lynch research meetings.-Assisted in raising new assets, servicing existing clientele, and scheduling seminars and conferences.

-Answered telephones and resolved problems with members.-Created new member accounts in the system.-Locked up and handled all financial services at closing.

-Managed six vendor accounts which entailed: entering invoices, resolving problems with vendors, and compiling purchase journals.-Used Excel to keep track of Accounts Payable.