• Covered 100+ Global Markets clients including many of the firms highly sensitive clients, across multiple markets to deliver a seamless 24-hour global coverage model; primarily in global equities/fixed income, options, repos, and FX.• Communicated with clients & brokers daily to book trades, resolve operational issues, reconcile and report on client PB accounts• Leveraged knowledge of clients’ bespoke flows and internal systems to constantly improve the client experience• Mitigated millions of dollars of potential financial risk to both the client and the firm (i.e., penalty fees, buy-ins) by accurately monitoring client positions and prioritizing tasks against market cutoffs and reporting deadlines

Meeting with clients one-on-one and advising on personal finance with a focus on saving, building credit, eliminating debt, and financial planning. Worked under Dr. Inga Timmerman, CFP, Ph.D.

• Served parties of up to 30 people, all while meeting efficiency and courtesy standards in a busy environment. • Trained multiple employees in how to handle cash register, how to open and close restaurant, and how to serve customers courteously• Versatile work ethic having worked as a line cook, busser, and server• Acted as liaison between kitchen and management with fluent Spanish speaking skills