
Timeline
About me
Officer | Consultant - Asset Servicing Custody, Investment Operations
Education

University of iowa
2017 - 2020Bachelor of business administration in finance tippie college of business gpa: 3.47/4.00
Carl sandburg high school
2014 - 2017High school diploma graduatedActivities and Societies: Mu Alpha Theta, National Honors Society, Student Council

University of iowa
2017 - 2020Minor in human relations college of liberal arts and sciences gpa: 3.73/4.00
Experience

M & j vending co., inc.
Jan 2015 - Mar 2020Salesperson/manager• Managed, mentored, and trained a merchandise sales team in a fast-paced environment• Tracked inventory logs to meet both short-term and long-term consumer demand• Aligned cash flow with product sales to ensure budgets were balanced and profit margins were met• Provided personalized customer service to ensure positive consumer experience through order completion

Mvp insurance
Jan 2016 - Dec 2016Associate• Increased efficiency of company by compressing, disposing, rearranging, and alphabetizing customer files • Devised a systematic approach to manage files and their contents • Experience with handling of confidential customer paperwork and information

Northern trust
Apr 2021 - nowOfficer | Consultant - Asset Servicing Custody, Investment Operations
Mar 2024 - nowConsultant - Asset Servicing Custody, Investment Operations
Oct 2023 - Mar 2024Senior Client Servicing Representative - Asset Servicing Custody, Investment Operations
Jun 2022 - Oct 2023Client Servicing Representative - Asset Servicing Custody, Investment Operations
Apr 2021 - Jun 2022
Licenses & Certifications
- View certificate

Bloomberg market concepts (bmc) certified
Bloomberg lpJun 2020
Languages
- enEnglish
- spSpanish
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