
Timeline
About me
Vice President, Client Service at BNY
Education

University of pittsburgh
2016 - 2018Master’s degree finance, generalActivities and Societies: Co-President Katz and Birdies Golf Club

Mercyhurst college
2008 - 2012Bachelor's accountingActivities and Societies: President of Soccer Club
Experience

Pcn network
Dec 2012 - Mar 2013Disbursements agentSecond job out of school, and first job in more traditional setting where I did mostly data entry, and balancing loan applications. While not what I wanted to do I did gain some experience in a business environment.

Ampco-pittsburgh corporation/union electric steel corp.
Mar 2013 - Apr 2018• Heavily involved in Oracle upgrade, Kronos implementation, including testing and training functions.• Yearly and quarterly inventory reconciliations.• Responsible for monthly and year end closing functions.• Monthly intercompany reconciliations • Oracle upgrade/implementation• Yearly and quarterly physical inventories• Vehicle lease and property tax reconciliations• Expanding journal entry responsibilities• Responsible for monthly and year end closing functions• Work with corporate hired auditors • AP invoice processing, payments• Daily, and monthly wire reconciliations• AP closing• SOP creation for multiple roles
Financial Analyst
Oct 2016 - Apr 2018Staff Accountant
Nov 2013 - Oct 2016Accounts Payable Specialist
Mar 2013 - Nov 2013

Tk carpentry
Sept 2018 - Jun 2020Carpenter• Honed carpentry skills: framing, drywall, tile installation, plumbing, electrical, painting and finish carpentry.• Developed job site understanding and team skills leading to performing as Lead carpenter.• Follow established safety rules and regulations and maintain a safe and clean environment.• Establish the specifications of articles to be constructed, repaired and plan the methods for shaping or assembling the parts, based on blueprints, drawing, diagrams, or other form of instruction. Show less

Parry custom homes
Jun 2020 - Sept 2020Construction estimator/back office• Create material takeoffs, review invoices/bids against estimations for accuracy• Acquire and maintain subcontractor insurances• Request bids from stable of preferred subcontractors, and find new ones when necessary

Bny
Feb 2021 - now- Supports clients with operational and technical issues, ensuring requests are executed- Provide high quality service to a specialized client base, leveraging experience and knowledge of BNY Mellon products across multiple lines of business and directs them to appropriate resource as needed.- Uses knowledge of systems and business processes for internal UAT, system integration and other process improvements- Monitors processes related to normal operations and system integrations, always on the lookout for non-routine issues and raises to appropriate team member/group as needed.- Provides guidance to less experienced team members Show less
Vice President Client Services
Jan 2024 - nowVice President Client Services
Mar 2024 - nowTeam Lead
Jan 2023 - Mar 2024Senior Analyst
Jul 2021 - Mar 2023Derivatives Operations Specialist
Feb 2021 - Jul 2021
Licenses & Certifications
- View certificate

How to be both assertive and likable
LinkedinNov 2024 - View certificate

Agile: it's not just for software
LinkedinNov 2024 - View certificate

Effective listening (with audio descriptions)
LinkedinNov 2024 - View certificate

Holding yourself accountable
LinkedinOct 2024 - View certificate

Leading with emotional intelligence
LinkedinNov 2024 - View certificate

Data ethics: watching out for data misuse
LinkedinNov 2024 - View certificate

Okrs to drive alignment, autonomy, and accountability in a hybrid workplace
LinkedinOct 2024 - View certificate

Scrum: the basics
LinkedinNov 2024 - View certificate

Ethics in the age of generative ai
LinkedinOct 2024 - View certificate

How to be caring while holding teams accountable
LinkedinOct 2024 - View certificate

Linkedin ai academy ai-100: 1 demystifying ai
LinkedinOct 2024 - View certificate

Nano tips to think faster and make better decisions with shadé zahrai
LinkedinAug 2024 - View certificate

Acting decisively
LinkedinSept 2024 - View certificate

How to make creative thinking a habit
LinkedinSept 2024 - View certificate

Excel: introduction to charts and graphs
LinkedinDec 2020 - View certificate

Nano tips to foster a growth mindset and mental agility with shadé zahrai
LinkedinSept 2024 - View certificate

Construction estimating takeoff
LinkedinNov 2020 - View certificate

Business analysis foundations
LinkedinNov 2020 - View certificate

Solving business problems
LinkedinNov 2020 - View certificate

Excel: introduction to macros and vba
LinkedinNov 2020 - View certificate

Excel: conditional formatting for beginners (office 365/excel 2019)
LinkedinNov 2020 - View certificate

Agile development in the new world of work
LinkedinNov 2024 - View certificate

A beginner's guide to writing user stories
LinkedinNov 2024 - View certificate

Harnessing change to unleash your potential
LinkedinNov 2024 - View certificate

Active listening for better leadership communication
LinkedinNov 2024 - View certificate

Excel: filtering data for beginners
LinkedinNov 2020 - View certificate

Agile project leadership
LinkedinNov 2024 - View certificate

Fred kofman on accountability
LinkedinOct 2024 - View certificate

Collaboration principles and process
LinkedinNov 2024 - View certificate

Learning construction estimating
LinkedinNov 2020 - View certificate

How getting curious helps you achieve everything
LinkedinNov 2024 - View certificate

Project management tips
LinkedinNov 2024 - View certificate

Public speaking: find your confidence
LinkedinNov 2024 - View certificate

Fred kofman on making commitments
LinkedinOct 2024 - View certificate

Teamwork essentials: stand out as a valuable team member
LinkedinNov 2024 - View certificate

Building accountability into your culture
LinkedinOct 2024 - View certificate

Decision-making strategies
LinkedinNov 2020 - View certificate

Transitioning from waterfall to agile project management
LinkedinNov 2024 - View certificate

Construction estimating extension
LinkedinNov 2020 - View certificate

Getting things done with commitment conversations
LinkedinOct 2024 - View certificate

Demonstrating accountability as a leader
LinkedinOct 2024
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