Support rehabilitation efforts by preparing food and cleaning up after patients, mostly new born harbor seals.

Support the CFO of Middle Market Banking & Specialized Industries and lead end-to-end management of National Projects & Strategic Initiatives.

Supported the Middle Market South Segment Head by developing, organizing, and executing strategic and tactical initiatives to grow and manage the business across a variety of functions, including business strategy, financial metrics & reporting, communications, human resources, technology, and real estate.• Created business and financial updates for presentation to the Head of Middle Market Banking & Specialized Industries including Business Plans, Quarterly Business Reviews, and annual Budget proposals.• Facilitated organization and content of Segment staff meetings, Region reviews, and town halls.• Managed team of high-performing associates who provided business management support to five Region Managers within the Segment.• Operationalized key CFO initiatives and drove continuous process improvement within the Finance & Business Management organization.

Managed the development, organization, and execution of national strategic and tactical initiatives within Middle Market Banking and Specialized Industries:- Ran the national Balance Sheet Committee review and approval process for Middle Market Banking, including all executive reporting, process audits, and communications. - Facilitated the national rollout and implementation of a new Commercial Banking Profitability model for Middle Market Banking

Supported the Middle Market North Texas, Kansas, and Nebraska Region Managers within the Commercial Bank by providing strategic and tactical assistance to help drive business, lead key projects, and manage ongoing business needs. Partnered closely with senior leaders and cross-functional teams within the Commercial Bank, managing all strategic initiatives, continuous process improvements, and sales management support for the Regions.

• Integrated and delivered Fidelity Family Office products and services to 30 clients across the Midwest and Southwest regions, totaling $5 Billion in assets. • Served as the main point of contact for all client operational and service needs, including new account setup, asset transfers, trade support, and money movement transactions. • Developed client relationships and offered operational improvement opportunities, best practices, and consulting. • Ensured effective collaboration across the enterprise to ensure a flawless and timely client experience. • Worked with Risk, Legal, Operations, Technology, and other partners to find solutions to client requests. • Served as a liaison in servicing, educating, tracking, trending, and resolving operational service issues. • Partnered with clients to develop and support strategic needs by conducting onsite visits and annual reviews.

• Provided support to the Senior Vice President and all levels within the divisional Operations & Services Group.• Collaborated with domestic and international business partners across the organization in Operations, Legal, Risk, Compliance, Human Resources, Finance, Reporting, and more to influence change and deliver results.• Managed multiple projects with major stakeholders to ensure consistent on-time delivery.• Oversaw divisional headcount and staffing reconciliation and facilitated staff meetings and business reviews.• Presented business updates to senior leadership, including presentations to the Group COO.

• Provided coaching, training, and development for a team of 16 associates in a fast-paced, high-risk operational environment. Additionally responsible for workflow management and scheduling of all personnel.• Executed daily processes for transfers of assets out of Fidelity while exceeding quality and productivity goals.• Managed sign-off and approval of high-value transactions and served as primary contact for all escalation requests.• Served as Lead Trader for all client liquidation requests.• Assisted leadership team with internal and corporate audits to ensure all processes and controls were compliant with documented policies and procedures.

• Served as first point of contact and provided exceptional customer service to core and high net worth clients.• Opened accounts, performed general account maintenance, and resolved complex client service issues.• Assessed client needs for account executives to offer additional products and develop investment strategies.• Managed branch operations by reviewing paperwork for accuracy and ensuring all requests were completed.• Conducted monthly self-audits to ensure compliance with branch policy and FINRA regulations.• Coordinated events/seminars to identify leads, strengthen relationships, and drive existing client engagement.