Specialize in creating solutions tailored to the needs of new and existing advisory clientsLead initiatives with Product and Technology teams to ensure platform enhancements are executed according to project plansManage day to day responsibilities of Trade Administration Team

Managed Implementation and set-up of Pershing Managed Account Solutions of several large broker-dealers and RIAsConsulted clients on Pershing best practices and prescribed recommendations based on firm’s business needsProject managed internal Pershing teams by executing plan assignments and escalating any project risks to senior managementCoordinated Custody & Brokerage work stream efforts with other areas of the firm that held project responsibilities

Manage day to day client relationship for multiple Managed Investment clients.Collaborate with operations, product, technology, release management, legal compliance, and executive management to support process improvement, strategic management, and risk mitigation to meet or exceed service-level agreement standards and support the goals of assigned clients. Implemented controls around system releases to define system changes, testing window, change control, and sign off procedures to decrease potential unintended consequences to client’s system portal that can lead to reputational harm or financial remediation. Controls decreased incidents by fifty percent over four months.

Assist in processing trades for various broker-dealers. Troubleshoot trading errors and process trade corrections.

Provide exceptional service and investment guidance to Vanguard's largest base of client-owners. Specialize in educating investors and helping them achieve their diverse financial goals.

Influence customer buying decisions, by communicating information about the quality, value and style of Gap productsUtilize available store resources, including GapCard and also promotions and training, to create sales and build customer relationshipsProcess weekly shipment of new and replenished inventoryHandle in excess of $2500 worth of monetary transactions daily

• Provide a variety of paying and receiving functions for members and assist in meeting their financial needs• Complete required loan reports and records accurately and promptly• Balance each day’s transactions and verify cash totals• Perform specific assigned side-jobs including various clerical and receptionist functions

Engaged in conversation with building managers and workers to understand the components and layout of siteEvaluated architecture, plumbing, and mechanical/electrical components within a facilityTagged equipment to be uploaded into inventory database Participated in daily conference calls to discuss any questions with regards to present worksite