Experience

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  Overholt bookstore, harrisburg area community college

  Apr 2009 - Aug 2011

  Cashier

  - Operated a cash register and handle up to $100,000 a day- Trained four employees to run a register and assist customers - Designed merchandise layouts and displays- Answered questions and assist customers in store and via phone or email

• 

  Mcgowan institute

  Oct 2010 - Apr 2011

  Office assistant

  - Compiled relevant articles for researcher Dr. Michael Sacks- Developed a method for labeling and organizing over 5000 articles- Searched numerous databases in order to transfer hard copies to PDF files- Managed time to complete the project by April 2011

• 

  Telefact

  Aug 2011 - Apr 2012

  Operator

  - Provided 30-40 callers per day with fast and accurate information to a wide variety of questions.- Navigated sites like Google and Wikispaces. - Remained up to date on University and other current events.

• 

  Merrill lynch

  Dec 2011 - Apr 2012

  Wealth management intern

  - Researched and prepared profiles on local money managers and companies- Created various portfolio reports for clients- Planned and organized client and prospective client events

• 

  Bny mellon

  Apr 2012 - Mar 2017

  - Support monthly quality assurance checks for 9 highly intricate custom performance reports.- Interpret and process all change control requests to meet client reporting needs. - Coordinate across teams and countries to manage customer expectations and deliver excellence.- Supervise two associates in monthly processing and act as an escalation point for performance related questions.- Manage the client onboarding process for new clients converting to the bank.- Eliminated risk by building an Excel tool to mitigate a gap in system benchmark logic.- Collect and analyze new account data for senior management to assess a need for new processes.- Test tax code mappings and various internally developed tools.Analyst Round Table Leader - Lead a group of 18 peers who have come together with the mission to engage and guide analysts to become high performing while completing projects that further departmental knowledge and learning and strengthen business relationships - Oversee project plans for 23 projects and 250 project hours. - Developed and taught 12 performance theory continuing education classes and documentation. - Improved the efficiency and controls of 7 manual processes, saving over 10 hours of total process time. Show less

  • Lead Performance Analyst

    Jun 2015 - Mar 2017

  • Senior Performance Analyst

    Feb 2013 - May 2015

  • P&RA Intern

    Apr 2012 - Feb 2013
• 

  Bny mellon wealth management

  Mar 2017 - now

  - Manages a client service team responsible for providing quality client service and functional expertise in investment management, banking, fiduciary administration, and sales.- Recruits, directs, motivates, and develops staff of 15-20 analysts, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team.- Maintains relationships with business teams to report client trends and needs and contribute to business development efforts.- Coordinates and directs the daily operations, work metrics, and standards of client service team and contributes to process and policy enhancement. Show less · Dedicated to helping ultra high net worth individuals, families, and foundations with all of their wealth and investment planning needs.· Calculate wealth projections, recommend and execute portfolio rebalancing programs, verify client objectives, analyze investment performance and identify opportunities to expand relationships.· Provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs.· Understand clients' needs and deliver customized strategies to help them reach their goals.· Provide integrated products, services, and solutions to capitalize on opportunity while managing risk. Show less

  • Client Service Team Manager

    Sept 2021 - now

  • Wealth Manager

    Feb 2019 - Sept 2021

  • Associate Wealth Manager

    Mar 2017 - Feb 2019