Experience

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  Alpha kappa psi

  Jan 2013 - May 2014

  - Managed a marketing committee of six people to execute five rush events which attracted over 200 attendees- Led a pledge class of 55 by improving their interpersonal and professional skills through mentorship and guidance- Oversaw the planning and implementation of more than 25 events involving the pledges including inductions, professional workshops, field days and initiation - Assisted the professor in his efforts to provide 900 students with additional instruction- Helped to prepare and proctor examinations, evaluate and grade student’s papers, and record grades- Scheduled and maintained weekly office hours to tutor students

  • VP New Brother Education

    Dec 2013 - May 2014

  • Business Law Teaching Assistant

    Jan 2013 - Dec 2013
• 

  Abercrombie & fitch

  Jun 2014 - Feb 2016

  Managed distinguished team of 4 assistant managers and 70 part-time employees. Directed all store functions for high- volume sales operations.• Achieved 30% increase in conversion rate from prior year following introduction of innovative incentive programs.• Successfully managed payroll to budget and delivered inventory loss reduction over 40%.• Produced high-volume sales over $4.5M through strategic sales and revenue growth analyses.

  • Store Manager

    Jan 2015 - Feb 2016

  • Assistant Store Manager

    Aug 2014 - Jan 2015

  • Manager In Training Program

    Jun 2014 - Aug 2014
• 

  Study edge llc

  Jun 2014 - Aug 2014

  Intern

  - Served as a campus liaison between students and Study Edge instructors by submitting course content for a Financial Accounting course for the purpose of compiling study guides to be used during tutoring- Marketed services and brand to fellow students and various campus organizations- Actively shaped the promotion of the company by reaching out to students through various online networks

• 

  Bny pershing

  Feb 2016 - now

  Provides expertise on managed account trading services to Broker Dealer, Asset Manager, advisors and internal trading desks regarding trade processing, drift review, quality assurance, exception processing, and ad-hoc maintenance. Understands client driven trade guidelines and monitors work queue for client maintenance requests, order rejects and risk checks. Fields client inquiries and troubleshoots issues. Processes trade error corrections on behalf of broker dealers, financial advisors, money managers, or internal partners.• Leads new team of 7 employees within GENEDGE’s Data in Generations Team (Companywide ERG). Team responsible for providing new knowledge and understanding around each generation and derive valuable business conclusions by cross relating this to both current and forecasted population shifts globally.• Participated in “Reverse Mentoring Program” that provided valuable insight to senior leaders / C-level that enhanced overall company morale and performance.• Trains and develops new hires, consistently exceeds expectations scoring on 100% mid-year and year end reviews.• Selected to participate in roundtable discussion with CEO regarding Diversity, Equity, and Inclusion. Show less Managed team of 9 Associates in fast paced work environment. Generated and reviewed reports for clients and upper management. Prepared daily reconciliations of cash activity and positions and resolved any discrepancies. Advised clients executing trade corrections. Oversaw loss billing process. Ensured compliance with SEC/Fund rules.• Achieved top 10% of all employees based on performance metrics by receiving “Top Quality Performer” award.• Trade desks primary representative for Pershing’s “Ease of Doing Business” campaign that enhanced client experience.• Provided dynamic solutions to best execute trades across multiple platforms and resolve client disputes. Show less Executed multimillion-dollar trades daily and handled high-volume reconciliations for key accounts and investment companies. Personally analyzed fund liquidations and effectively assessed loss statements to ensure appropriate client billing. Committed to resolving record and account deficiencies.• Processed the highest number of trade corrections in 2017 with 35% more service centers completed.• Received an Innovation Award for transforming share class conversion process resulting in 15% less exposure. Show less

  • Vice President, Relationship Management

    Oct 2022 - now

  • Vice President- Managed Investments

    Dec 2021 - Oct 2022

  • Managed Investments Lead Analyst

    Feb 2020 - Dec 2021

  • Manager, Mutual Fund Operations

    Jan 2018 - Feb 2020

  • Analyst, Mutual Fund Operations

    Feb 2016 - Jan 2018