- Model current and future state business processes using the BPMN 2.0 analytical method- Perform business process gap analyses to meet business unit’s desired outcomes- Participate in process discovery and elaboration workshops, interviews, and surveys- Assist team in business value and ROI assessments- Perform customer experience and process optimization analysis- Utilize six sigma methodologies, like DMAIC, to facilitate process improvements- Create value stream maps and SIPOC models to promote business transformation- Determine and document the impact of change to business processes- Identify key performance indicators to construct appropriate performance measurements- Develop strong partnerships with team, functional peers, sponsors, and multiple stakeholders- Apply change management practices (ADKAR) while working with all levels of the organization- Regularly report and update sponsors and stakeholders on progress, timelines, obstacles, and challenges

- Provided in-depth functional application coaching to end users, both reactively and proactively to ensure that Advisors and Client Specialists are using Wealth tools strategically for clients- Acted as a Subject Matter Expert on PWM’s key desktop technologies- Proactively offered Technology Best Practices services and consultations both remote and in-person including participating in established on-boarding and coaching programs- Sought our advisor opportunities to educate on new software tools and methods available to assist their clients- Partnered with Technology Product Manager team to compile and evaluate technology enhancement requests- Coordinated with Technology Product Manager team and IT for UAT system testing, enhancements and fixes, and other related project based activities - Balanced related project work with daily PWM field facing support activities- Partnered with Service Desk and IT, assisting on calls and educating internal teams on current issues- Directly advanced technology platforms by partnering with technology product, implementation, and on-going support teams

- Reviewed and explained activity within client accounts to ensure validity of transactions- Researched securities presented for deposit to ensure it is valid- Provided detailed information on cash and security transaction processes- Provided operational functions within the company by gaining knowledge on various operational support fields- Researched and resolved complex issues regarding client accounts for 70 branches- Developed procedures on various operational processes for branch employees - Trained incoming advisors, assistants, and back office employees on various operational processes- Orchestrated events within the department to increase employee morale- Conveyed operational firm policies and procedures while maintaining client’s best interest

- Responsible for maintaining, updating, and opening accounts- Processed and approved account documentation for existing and new accounts- Converted accounts from previous Beta system to new client maintenance system-Trained other new accounts associates with the new system

- Updated up to 170 customer accounts with authorized payments and verify total collections- Resolved invoice discrepancies between organization and customers- Examined customer payment plans and history while maintaining confidentiality- Coordinated with sales and customer service departments- Negotiated collection settlements for cancelled accounts

- Organized and updated Clarify and SAP systems with invoice contacts of 50,000+ organizations- Generated dispute and other reports through SAP system- Lead Auto Pay project: Contact over 250 "no touch" organizations to offer auto pay through Blackbaud to capture punctual payments

- Organized shoe displays and stockroom to maximize visibility of product and sales transaction efficiency.- Assisted store patrons with product inquiries while providing exceptional customer service.- Performed cash, debit, and credit retail purchase transactions.

Resident Assistant (2013 - 2015) - Worked closely with other Resident Assistants to ensure students are responsible and safe.- Managed a hall of 16 men to assist in adjusting to college life.- Collaborated with Resident Assistants in developing programs to assist residents.________________________________________________________________________________President & Treasurer of The Ballroom Dance Association (2013 - 2015)- Maintained $800 budget and issued checks and reimbursements.- Prepared a budget application to increase following year’s budget amount.- Organized meetings and lessons and instructed members on various types of styles of dance.- Organized and managed other events in collaboration with outside organizations.________________________________________________________________________________Student Ambassador (2012 - 2015)- Provided campus tours and shared relative college information with prospective students and families- Created and managed events in collaboration with other College Ambassadors________________________________________________________________________________Treasurer of student organization: Kaleidoscope (2012 - 2013)- Maintained and allocated $12,000 budget for the student organization events and programs- Issued checks and reimbursements for members- Compiled transactions in an effort to prepare budget application for following year________________________________________________________________________________Mailroom Clerk (2012 - 2013)- Organized mailings and provided excellent customer service to students and faculty.

- Compiled and updated budget for 500 accounts.- Constructed charts and graphs explaining the significance of performance of the plant.- Examined budgets to locate accounts with poor performance in relation to budget.- Calculated contract hours and updated current and expired fixed assets.

- Analyzed tax returns, balance sheets, income statements, and personal financial statements.- Prepared documents for credit loans ranging from $1M to $3M.- Underwrote a restaurant chain loan for $400,000.- Composed analysis reports for specific financial documents.

- Processed ticket sales and orders and was responsible for solo management of box office.- Trained and instructed volunteers on daily tasks.- Managed two case drawers and credit card machine and counted daily revenue over $20,000.