Supports execution of mandatory and voluntary corporate related actions
Uses custody and accounting processes to repair approximately 500 breaks within bond securities
Provides support in the execution of accounting processes and regular payments
Completes client inquiries and requests
Documents important record keeping files
Decides when the more complex problems should be referred to a supervisor or senior professional
Responsible for the quality and completion of own work.
Fund Accountant
Bank of New York Mellon
01.2020 - 01.2021
Priced securities manually using Bloomberg and appropriate pricing calculations
Utilized Bloomberg, and New York Stock Exchange information to accurately report information and causes of major discrepancies
Calculated and recorded closing prices with tight deadlines, while meeting timeliness standards
Deliver daily yields, NAVS, shares outstanding and net assets to multiple clients while ensuring accuracy for NAV and dividend distribution computations
Calculated the Net Asset Value of Funds for multiple clients
Utilized Bloomberg to research and analyze changes within different assets
Constructed nightly reporting post securities valuations and disseminate NAVs and yields.
Personal/Business Financial Services Consultant
PNC Bank
08.2017 - 01.2020
Specialized in answering concerns about business DDA Accounts, Line of Credits, and Loans
Delivered superior customer service and suggests resolutions to clients
Exposed to confidential information regarding clients and private business information
Managed risks associated with each call, adheres to PNC's Risks Management Procedures
Online Banking, technical, and troubleshooting help
Performed heavy research to complex situations when necessary
Demonstrated commitment to PNC's core values through customer and service partner interactions.
Retail Banking Intern
Dollar Bank
06.2017 - 08.2017
Executed financial transaction transactions adhering to bank's rules and regulations
Opened/closed accounts including checking, savings, money market, certificates of deposit
Learning banking regulations
Ensured customers are using most beneficial products to suit their needs.
Marketing Intern
Yinz Break I Fix
06.2016 - 06.2017
Participated in market research and calculated breakeven points to maximize profit
Studied Google Analytics and Google Ad words, and ensured customers were fully satisfied with their purchases
Gained an extreme amount of marketing experience and increased revenues by 30%
Controlled all social media marketing and advertising
Created a Groupon campaign, which nearly doubled sales each day during the campaign period
Performed extensive marketing and data analytics research.
Enhanced social media engagement through regular posting and audience interaction.
Boosted brand awareness by developing creative marketing strategies and campaigns.
Managed email marketing campaigns, resulting in increased click-through rates and conversions.
Analyzed website traffic data using Google Analytics to improve user experience and increase online visibility.
Education
Master of Business Administration -
Slippery Rock University
09.2019
Bachelor of Science in Business Administration - Marketing
Waynesburg University
04.2017
Skills
Data Analysis
Microsoft Office
Financial Statements
Financial reporting
Compliance
Ability to multitask
Time management
Extreme Attention to Detail
Decision Making
Critical Thinking/Problem Solving
Fraud Detection and Prevention
Manages risk
Interpersonal Skills
Tech savvy
Windows Proficiency
Digital Marketing
Data Visualization
Communication
Team Player
Self-Directed when Necessary
Ability to Lead
Timeline
Intermediate Corporate Actions Event Specialist
Bank of New York Mellon
04.2021 - Current
Fund Accountant
Bank of New York Mellon
01.2020 - 01.2021
Personal/Business Financial Services Consultant
PNC Bank
08.2017 - 01.2020
Retail Banking Intern
Dollar Bank
06.2017 - 08.2017
Marketing Intern
Yinz Break I Fix
06.2016 - 06.2017
Master of Business Administration -
Slippery Rock University
Bachelor of Science in Business Administration - Marketing
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)