Uses and manipulates financial technology reporting systems to provide information and analytical insights.

- Created, managed, and implemented initiatives within Wealth Management. - Analyzed data sets, assessed project scope, communicated with business partners, and made strategic changes in efficiency, risk management, and operational excellence.

Second year of a two-year rotational leadership program for accelerated professional development and hands-on leadership training.Working in Investment & Digital Solutions (I&DS). Specifically utilized as a consultant concerning the areas of risk reduction, process improvement, and system implementation.Worked with partners of the legal team as well as the technology team to forecast scenarios to prepare for enterprise wide impacts related changes in laws and regulations.Manipulates enterprise databases to extract datasets and then analyzes these results to create business proposals that limit risk, increase efficiency, and reduce costs.Evaluates process risk controls for multiple processes to ensure that they are meeting company and industry standards. Creates training content to prepare employees for system changes and updates.

First year of a two-year rotational leadership program for accelerated professional development and hands-on leadership training.Worked in Wealth Management Client Services (WMCS) creating and maintaining client relationships of high net worth clients.Lead an operational excellence initiative to reduce internal transfers between call center employees and improve overall efficiency.Tracked credit card fraud items and identified trends to decrease fraudulent purchases, transfers, and redemptions.Successfully executed a system decommission, system pilot test, and system implementation.

Worked within the Private Banking Investment Group (PBIG).Assisted the top 150 financial advisory teams and their high net worth clients

Worked under Assemblymen Reed Gusciora of New Jersey Legislative District 8Managed and created marketing campaigns for causes the Assemblyman supportedAssisted in daily processes of a busy legislative office

Entrusted with confidential information of applicants and studentsManaged information technology systems such as AdmissionsWare and other software programs