Experience

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  Wisconsin microfinance

  Jan 2013 - Feb 2014

  Executive director

  Oversaw operations of the organization including financial and administrative activitiesCo-founded Wisconsin Microfinance by filing incorporation papers for registered 501©3 nonprofit statusDeveloped website and marketing materials to promote community engagement that directly netted $1000 in global development scholarships. Facilitated fundraising events for Wisconsin Microfinance increasing the loan fund pool 25%Spoke as keynote speaker at Empowering Entrepreneurs through Microfinance in Haiti eventManaged staff of 5 volunteers to work on marketing, fundraising and community outreachFacilitated A Taste of Madison Sustainable Business fair hosting 5 members from local businesses and nonprofitsInitiated four events for local speakers to educate the University of Wisconsin students about microfinanceWorked at Falk Elementary in Madison to educate classes about microfinance as a means for poverty alleviation Show less

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  Amigos de las americas

  Aug 2014 - Feb 2016

  Training director msp chapter

  Developed a training program incorporating the Amigos core curriculum and local resourcesin order to offer a training program that is engaging and effectivePlaned, managed and evaluated the chapter training program and training teamEstablished solutions to advance chapter recruitment and financial effectiveness

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  Ameriprise financial services, inc.

  Oct 2014 - Jun 2016

  Clearing services professional - omnibus mutual fund operations

  Initiated change to reconciliation process to create a new end to end transfer reconciliation team which reduced aged breaks to 3.4 percent of total productionTracked corporate actions and alerted reconners to upcoming events to fund familiesSupported Omnibus Operations team with reject and transfer escalationsActed as external point of contact to resolve reject, reclaim and other networking issues for business partnersCompleted thorough and exhaustive research of reject and repurchase audits before communicating the right course of action Show less

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  Rbc

  Jun 2016 - now

  Manager - mutual fund operations

  Supervised 8 employees within the Mutual Fund Trading Department facilitating planning, monitoring, and appraising job results; coaching, counseling, developing, coordinating, and enforcing systems, policies, procedures, and productivity standardsHired and developed new onboarding procedure to replace outdated tools for three new employees (Team Lead and Associate) Worked on firm wide initiative to implement new Trade Controls system for suitability programActed as SME for Broadridge B1 solution to control Mutual Fund orders for DOL suitability programDesigned test scripts to evaluate 9 new Broadridge B1s to control Mutual Fund orders for DOL suitability program for quality controlInnovated new implementation for dividend accrual report process improvement to eliminate write off wasteFormatted and helped develop 5 different SOP manualsSet up and processed test trades for Money Market Reform testingActed as point of escalation for any issues in BAU operations for Mutual Fund Trade Team Show less

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  Rbc wealth management

  May 2022 - now

  Associate vice president - product manager

  Supervised 4 employees within the Mutual Fund Product Department facilitating planning, monitoring, and appraising job results; coaching, counseling, developing, coordinating, and enforcing systems, policies, procedures, and productivity standardsOversaw day to day marketing, compliance, legal and sales activity for all 1940 Act Fund platform with $83 Billion in assets and $20 Billion in sales across national firmManaged annual external FICCA audit to provide oversight and documentation for ongoing controlsWorked closely with over 200 Asset Management firms in the US to expand and enhance performance, and navigate regulatory environment as main point of escalation Show less