Professional in operational management with track record of driving efficient processes and optimizing performance. Adept at implementing strategies that align with organizational goals and fostering collaborative work environments. Known for adaptability and reliability in dynamic settings, ensuring seamless team operations and goal achievement.
Overview
15
15
years of professional experience
Work History
Client Related Conduct Officer
UBS (Formerly Credit Suisse)
Raleigh, NC
03.2025 - Current
Serve as a subject matter expert in client-related conduct issues, ensuring adherence to internal policies and regulatory requirements.
Conduct case reviews, escalate potential misconduct concerns, and partner with Compliance and Legal teams on investigations.
Drive awareness and training initiatives to promote proper client handling standards across operational teams.
Deliver reporting and insights to senior management to help monitor trends and support a culture of integrity and accountability.
Reference Data SSI Team Lead
UBS (Formerly Credit Suisse)
04.2019 - 03.2025
Senior Reference Data SSI (Standard Settlement Instruction) analyst responsible for global data maintenance and production on all internal Reference Data platforms at UBS/Credit Suisse.
Responsible for data maintenance in static systems such as SSI data/account creation, amendment, validation, deactivation, repair, and enrichment.
Team-lead accountable for training, assignment of schedules, queue allocation, delegation of daily and urgent tasks, and first-level escalation SME.
Perform root cause analysis and research on process exceptions, data quality issues, and control reports to support our stakeholders who execute and settle global transactions based on our data.
Identify and alleviate pain points found within various processes, collaborating with operational leads to address further remediation.
Manage global data requests utilizing a follow-the-sun model, responsible for oversight with daily hand-off and prioritization.
Achieve quality output and uniformity by maintaining standard operating procedures for various products and systems in an evolving environment.
Optimize employee resource utilization and ensure service level agreements are met by presenting regional metrics and reporting to senior management.
Identify trending pain points and collaborate with line managers to address these gaps.
Execute system tests in different stages of development for new releases and firm initiatives.
Senior Sales Representative
RED VENTURES
Fort Mill, SC
02.2018 - 03.2019
Created a positive consumer experience by educating customers on product value, building customer specific importance, and overcoming buyer hesitation.
Exceeded revenue goals by maximizing opportunities during inbound and outbound sales calls.
Proficient in determining customers’ needs, connecting clients to a solution, and closing the sale on the initial call.
Navigated multiple software systems simultaneously to maintain call control, product knowledge, and dynamic scripting.
Sales Representative
RED VENTURES
Fort Mill, SC
09.2017 - 02.2018
Created a positive consumer experience by educating customers on product value, building customer specific importance, and overcoming buyer hesitation.
Exceeded revenue goals by maximizing opportunities during inbound and outbound sales calls.
Proficient in determining customers’ needs, connecting clients to a solution, and closing the sale on the initial call.
Navigated multiple software systems simultaneously to maintain call control, product knowledge, and dynamic scripting.
Customer Relations Manager
Madison Group of Charlotte, LLC
Charlotte, NC
02.2011 - 04.2017
Complete circle of responsibility from guest experience to employee hiring, training, and development. Established long term relationships and enhanced overall guest satisfaction.
Developed strong interpersonal skills with guests and employees to establish positive relationships and enhance overall guest satisfaction.
Responsible for working with operations leadership on guest issue resolution, escalations, and guest satisfaction by analyzing customer feedback and providing strategic direction to continuously improve overall rating.
Accountable for all vendor interactions to insure accurate inventory, forecasting to account for changes in volume and introducing new products and items to the consumer base. Hired and trained qualified employees and oversaw their progress and efficiency leading to growth in sales.
Education
Bachelor of Arts - Business Administration
QUEENS UNIVERSITY OF CHARLOTTE – MCCOLL SCHOOL OF BUSINESS
Charlotte, NC
01.2011
Business Administration
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE – BELK COLLEGE OF BUSINESS
Business Honors & Awards:, RED VENTURES | Fort Mill, NC, Most Sales (January 2018), Most Sales (April 2018), Most ‘Money’ Sales (January 2018), Most ‘Money’ Sales (April 2018), Highest Conversion (November 2018)
Timeline
Client Related Conduct Officer
UBS (Formerly Credit Suisse)
03.2025 - Current
Reference Data SSI Team Lead
UBS (Formerly Credit Suisse)
04.2019 - 03.2025
Senior Sales Representative
RED VENTURES
02.2018 - 03.2019
Sales Representative
RED VENTURES
09.2017 - 02.2018
Customer Relations Manager
Madison Group of Charlotte, LLC
02.2011 - 04.2017
Bachelor of Arts - Business Administration
QUEENS UNIVERSITY OF CHARLOTTE – MCCOLL SCHOOL OF BUSINESS
Business Administration
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE – BELK COLLEGE OF BUSINESS
<ul><li>Managing Germany, Italy, Spain, Sweden, Qatar, and India payroll.</li><li>Managing Hire to exit process for all countries.</li><li>Processing one-time payments like Retention bonus, sign-on bonus, Relocation expense, sales commission payments etc.</li><li>Updating master files with respect to assigned entities. (New hires, Termination, salary changes, cost center, department class changes).</li><li>Support HR processes related to onboarding, contract changes, terminations, and exit settlements in line with local legislation</li><li>Implemented end to end RSU/Stock option gain/ESPP program from payroll side for all regions.</li><li>Gross to net reconciliation.</li><li>Net payout reconciliation on employee wise.</li><li>Processing stock option (ESOP) taxation through payroll, ensuring accuracy by validating against the Share works report Remitting tax payments monthly within due dates to avoid penalties.</li><li>Processing third party payments (Insurance payments) once payroll is finalized.</li><li>Remitting pension contribution on quarterly basis for Italy.</li><li>Work with payroll service provider/ stake holders to ensure successful delivery of salary payments, compliance, and accounting.</li><li>Review month end /Quarter end closure and make salaries and accruals accounting properly.</li><li>Responsible for all payroll-related payments, forecast cash flow and cash requirement for the payroll.</li><li>Conduct payroll induction for new joiners for India.</li><li>Conduct monthly business review meetings with all service providers.</li><li>Part of product implementation team. (Care-lite tool) employee queries through ticket system.</li><li>Processing full and final settlement for terminated employees.</li><li>Validating investment proofs during year end.</li><li>Working on employee queries daily, responding within SLA.</li><li>Preparing capitalized R&D reports in the month end helps higher leaders to take strategic decisions.</li><li>Posting journal entries on NetSuite.</li><li>Preparing black-line reconciliation reports during the month end (Accrued vacation, accrued commission, Bonus, employee benefits, employee benefits advances).</li><li>Participate in global payroll projects, system testing, and process improvement initiatives.</li><li>Applications Knowledge: Workday, ADP Streamline, Oracle Net suite.</li><li>India Payroll-People work, Global Payroll-ADP Streamline and For Accounting Oracle Net suite.</li></ul> at Sprinklr India Private Limited<ul><li>Managing Germany, Italy, Spain, Sweden, Qatar, and India payroll.</li><li>Managing Hire to exit process for all countries.</li><li>Processing one-time payments like Retention bonus, sign-on bonus, Relocation expense, sales commission payments etc.</li><li>Updating master files with respect to assigned entities. (New hires, Termination, salary changes, cost center, department class changes).</li><li>Support HR processes related to onboarding, contract changes, terminations, and exit settlements in line with local legislation</li><li>Implemented end to end RSU/Stock option gain/ESPP program from payroll side for all regions.</li><li>Gross to net reconciliation.</li><li>Net payout reconciliation on employee wise.</li><li>Processing stock option (ESOP) taxation through payroll, ensuring accuracy by validating against the Share works report Remitting tax payments monthly within due dates to avoid penalties.</li><li>Processing third party payments (Insurance payments) once payroll is finalized.</li><li>Remitting pension contribution on quarterly basis for Italy.</li><li>Work with payroll service provider/ stake holders to ensure successful delivery of salary payments, compliance, and accounting.</li><li>Review month end /Quarter end closure and make salaries and accruals accounting properly.</li><li>Responsible for all payroll-related payments, forecast cash flow and cash requirement for the payroll.</li><li>Conduct payroll induction for new joiners for India.</li><li>Conduct monthly business review meetings with all service providers.</li><li>Part of product implementation team. (Care-lite tool) employee queries through ticket system.</li><li>Processing full and final settlement for terminated employees.</li><li>Validating investment proofs during year end.</li><li>Working on employee queries daily, responding within SLA.</li><li>Preparing capitalized R&D reports in the month end helps higher leaders to take strategic decisions.</li><li>Posting journal entries on NetSuite.</li><li>Preparing black-line reconciliation reports during the month end (Accrued vacation, accrued commission, Bonus, employee benefits, employee benefits advances).</li><li>Participate in global payroll projects, system testing, and process improvement initiatives.</li><li>Applications Knowledge: Workday, ADP Streamline, Oracle Net suite.</li><li>India Payroll-People work, Global Payroll-ADP Streamline and For Accounting Oracle Net suite.</li></ul> at Sprinklr India Private Limited
<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting
APS4 Client Engagement Officer Rental Audit Team Client Engagement Group at Australian Taxation OfficeAPS4 Client Engagement Officer Rental Audit Team Client Engagement Group at Australian Taxation Office