-Supervised and lead the planning and execution of unit live-fire training events over a nine-year period contributing to enhanced operational readiness for multiple units ranging from 20 to over 150 personnel.-Provided performance appraisal, administrative oversight, and documented counseling for unit junior officers and enlisted personnel – assisted in the facilitation of their professional development.-Supervised maintenance and maintenance reporting of $250 million in unit equipment, rolling stock and serialized gear.-Planned, developed, and provided instruction to six reserve battalion staffs to enhance operational planning proficiency.-Served overseas in Okinawa, Japan (2017) and deployed to Middle East (2020).-Bi-lateral training and foreign security force advising experience with seven partner nation militaries.Billets held:-Battery Fire Direction Officer (Battery H, 3/14 - Nov 2016-Feb 2017)-Battalion/Regimental Fire Support Officer (HQ Battery, 3/12 - Feb 2017-Feb 2018)-Artillery Forward Observer/Liaison Officer (Battery H, 3/14 - Feb 2018-Mar 2019)-Artillery Platoon Commander (Battery H, 3/14 - Mar 2019-Jan 2020)-Foreign Security Force Advisor/Detachment Officer-in-Charge (GDP-GLT Rotation 11 - Jan 2020-Feb 2021)-Battery Executive Officer (HQ Battery, 3/14 - Feb 2021-Jun 2022)-Fire Support Instructor (Marine Corps Tactics and Operations Group - Jun 2022-Present)

-Supported Morgan Stanley Stock Loan Desk in addressing Stock Loan inquiries for the firm’s 16,000 Financial Advisors.-Reconciled borrow/loan contract compare breaks between business units to ensure discrepancies ranging from $500,000 to $15,000,000 were addressed and all related charges were resolved.-Performed Fully Paid Lending account statement verification for three accounts with loan positions valued between $400,000 and 1,500,000 to ensure all firm and third-party records were matching or within discrepancy tolerance.-Assisted in maintaining revenue flow by processing Loan recalls, OCC bank loans, rate changes, and borrow returns.

-Provided operational and administrative assistance and support to a network of five firm Financial Representatives.-Contributed to positive AUM growth over a two-year period by opening, maintaining, and transferring assets to accounts.-Executed buy and sell transactions for client accounts as directed by firm Financial Representatives.-Recorded and maintained client data and information for book of over 200 clients and records for over $10 million of AUM.

-Processed 20-30 client-directed transactions daily supporting day-to-day operations of the firm retail account line of business.-Coordinated with three adjacent firm departments to ensure proper processing of cross-organization transactions.-Proactively mitigated risk to the firm and clients by adhering to all department policies and procedures, contributing to overall reduction in costs associated with firm policy infractions.

-Provided subject matter expertise for 401(k) and pension employee benefits to employees of five Fortune 500 companies.-Executed 40-50 401(k) and pension plan transactions daily as directed by plan participants to include loans, distributions, account rebalancing, and mutual fund trades to assist in addressing individual plan participant financial needs and goals.-Proactively mitigated risk to the firm and clients by adhering to all department policies and procedures.