- Complete ownership of defined benefit 401k program for internal customers - Reconcile invoices, track cashflow and generate reports for management - Audit and maintain benefit records in custodial role - Manage and facilitate weekly payroll files (ACH) - Responsible for report requests and data research defined by management - Cross-collaborate between various departments to help problem solve

- Supported Treasurer and executive team to manage County’s treasury portfolio, accounting and banking - Helped manage portfolio of approximately 3.5 billion in fixed income investments - Analyzed cash flow daily to ensure adequate liquidity and ran daily/weekly/monthly cash forecasts - Worked with S&P monthly to provided statistical analysis of portfolio and help derive our portfolio rating - Apportioned quarterly investment return and fees to various funds via funds accounting - Processed all bond payments, wire transfers, ACH, banking relationships and record keeping - Responsible for streamlining data records and cash/investment reports by automating processes - Filled in for Investment Officer and helped managed Accountant, Tech and Cash Handlers - Responsible for maintaining relationships and communications between internal and external departments - Successfully performed between 30 to 100 million dollars in fixed income trades daily

Managed entire relationship of mass affluent investment/banking clients, as the single point of contact (POC) within our service area. Product expert for all investment, deposit, and lending products. Administered existing client investment portfolios (approximately 30m) while seeking new investment clients to drive revenue. Resolved client issues, trained staff, and directed strategic acquisition initiatives.

Developed and managed clients’ portfolios of approximately $14.6 Million in deposits. Go-to person for complex client issues and requests. Sought by back office team to support testing and deployment of new bank products and systems. Oversaw daily bank operations. Built rapport with clients to earn entire deposit relationship.

Grew client relationships through cross-selling and referral opportunities. Analyzed and assessed personal financial data to recommend or compose investment strategies. Sold personal investment products by educating clients on financial instruments suitable to personal investment objectives.