- Provided white glove support to Morgan Stanley’s Financial Advisors and Private Wealth Managers- Completed 3 year Morgan Stanley Operations Rotational Analyst Program

-Responsible for the oversight of 70+ Asset Managers and Mutual Fund Companies-Managed and supported the non-compensable revenue invoicing to Asset Managers for Networking, Shareholder Servicing, Sub-Accounting, and Revenue Sharing fees-Perform Fee variance analysis – including monthly accruals & quarter over quarter reviews -Directly work with Morgan Stanley Relationship Management Group, Product, and Business Team as needed to solve any fund discrepancies- Lean Management Change Agent - Identify weaknesses, gaps, and opportunities for improvement in operations and business processes, procedures, and reporting capabilities-Motivate & train employees how to identify, communicate, and execute improvement opportunities

-Worked Closely with management to help initiate, implement, and finalize projects and daily operations-Provided accurate, timely and consistent financial reporting/billing to help safeguard against accounting errors-Managed monthly accounts receivable and payable across a variety of vendors and clients-Ensured highest level of customer satisfaction with high-end clients that include the Buffalo bills and a variety of other large businesses in the Buffalo area

-Exemplified strong communication and relationship building skills with clients through email, phone, and in-person meetings-Helped generate a marketing plan and coordinate a retirement planning seminar-Provided initial contact to new clients through various forms of networking which led to sales