Experience

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  All saints greek orthodox church

  Feb 2006 - Apr 2016

  Administrative assistant

  Served as Parish Administrator and Assistant to the Parish Priest for ten years. My role encompassed a variety of responsibilities including management of pastoral, sacramental, event, kitchen and social hall schedules, implementation and full utilization of ParishSoft database and accounting software, creation of weekly color bulletins and monthly newsletter publications using Microsoft Publisher. Administration of Parish website. Served as chairman of the Stewardship Committee, and member of the Bookstore and Hall Rental Committees. Served as kindergarten , then later as Jr. High Church School teacher from 2005 - present. Show less

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  Aca group

  Apr 2016 - now

  Provide Operations and facilities support to the ARC (Analysis and Review Center) in Pittsburgh.• Schedule meetings/calendar invitations • Make reservations of all kinds and organize social/ team building events• Manage and coordinate special assignments • Manage and maintain the REMIND emergency phone chain systemI provide the following support specific to the Email Surveillance Team:• Maintain/administer the Visual Planning Schedule for email reviews (782 in 2017/885 in 2018)• File and record review deliverables in the shared drive• Created and maintain excel tracking spreadsheet • Monitor, record, track and update delivered reviews• Determine Account Owner for all new email reviews• Record all new clients and reviews in Visual Planning• Conduct quarterly quality control – extensive check of Deltek/Visual Planning/tracking spreadsheets• Follow up on lapsed reviews and “issues”• Provide statistics for Supervisors to facilitate scheduling and sales• Research client information in Deltek and Form ADV• Execute special searches for Sales and Supervisor staff • “file” and organize client correspondence and client e-files• Create On-boarding training schedules for Email Review Team new hires• Attend and record notes for weekly Team Lead and Leadership meetingsAssist ACA Corporate (HR/New Analyst/Charitable Works Committee) as follows:• Complete, scan and Fed Ex.I-9’s for ARC new-hires• Assist with on-boarding• Launch/manage/ track Cybersecurity and Anti-Harassment course completion• Coordinate, schedule, and facilitate corporate “New Analyst/Consultant Training” • Maintain ongoing charitable/service projects Additional training/support:• CFA Investment Foundations certification • Trained in 13F Filings process/supported Regulatory Filings Show less

  • Operations and Analytics Manager

    Oct 2022 - now

  • Sr. Operations and Analytics Administrator

    Mar 2021 - Oct 2022

  • Operations Administrator

    Jul 2018 - Mar 2021

  • Operations and Analytics Administrator

    Apr 2016 - Mar 2021

  • Operations Associate

    Apr 2016 - Jul 2018
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  Cfa institute

  Jan 2017 - now

  Investment foundations certificate