Detail-oriented professional with experience supporting underwriting, accounting, and IT operations. Skilled in spreadsheet preparation, due diligence files, and issue resolution across bankers, legal teams, and clients. Focused on improving accuracy, compliance, and timely execution.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Fixed Income UW Support 4
Piper Sandler
Minneapolis, Minnesota
01.2019 - Current
Coordinated with bankers, legal teams, and clients on underwriting requests.
Prepared spreadsheets and reports for issuance, pricing, and execution support.
Maintained files for due diligence, approvals, and regulatory records.
Maintained updated knowledge of underwriting policies, procedures, and regulations.
Worked closely with other members of the Underwriting team to ensure timely completion of tasks.
Assistant Controller
OTG Management
Minneapolis, Minnesota
08.2014 - 01.2019
Oversaw cash and merchant services, as well as processing of accounts payable and receivable, to ensure invoices were paid on time.
Monitored cash controls across OTG Management hospitality locations.
Coordinated audits and supported compliance with accounting policies.
Reviewed journal entries and corrected accounting discrepancies.
Supported accounts payable and accounts receivable processing.
Information Technology Specialist
United States Army Reserve, United States Army
Saint Cloud, Minnesota
08.2008 - 08.2016
Administered user accounts and access rights for military information systems, ensuring secure and efficient operations.
Configured hardware, peripherals, and communication devices for unit operations
Coordinated multiple projects concurrently, successfully adhering to deadlines and achieving project goals.
Executed cable routing in field environments to ensure reliable communication. and connector repairs in field environments.
Maintained inventory of all equipment associated with the signal support system.
Education
Associate of Applied Science - Accounting
Minnesota State Community And Technical College
Detroit Lakes, MN
05-2014
Skills
Issuance coordination
Regulatory reporting
Data interpretation
Documentation review
Attention to detail
Adaptability
Certification
Securities Industry Essentials Examination (SIE) - FINRA - 2019
Operations Professional Examination (Series 99) - FINRA - 2019
Associate Lead Fixed Income Settlements and Trade Support Middle Office at Commonwealth BankAssociate Lead Fixed Income Settlements and Trade Support Middle Office at Commonwealth Bank