High-performing professional with integrity and leadership skills who applies expertise to drive organizational success. Adaptable in dynamic situations, thrives under pressure, and exceeds expectations.
Overview
7
7
years of professional experience
Work History
Assistant Vice President, PB Operations
Bank of America, Merrill Lynch
02.2021 - Current
Provide operational support to clients directly through trade research and reporting
Leverage multiple complex database systems for trade analysis
Effectively manage tasks for collaboration with global clients and teams
Consistently address discrepancies by engaging with clients and banking entities
Mitigat risk by addressing high-value and overdue trades with relevant teams
Conduct root cause analysis for client issues
Manage shared team inbox with high efficiency
Trade Service Representative II – Logistics
Wells Fargo
09.2019 - 02.2021
Processed trade documents for the international trade department
Achieved highest number of processed documents in calendar year 2020
Managed work output to ensure a high level of efficiency beyond standard expectations
Communicated with various departments about discrepancies
Prepared outbound documentation for clients and international banks
Managed file retention until documents underwent outbound procedures or destruction
Director of Baseball Operations
UNC Charlotte
09.2018 - 07.2019
Managed logistical details for hotels, buses, flights, and meals.
Helped organize recruiting database
Ordered equipment for facility upgrades
Consulted with compliance office about all NCAA regulations
Facilitated debit card introduction to student athletes to improve per diem efficiency and reduce cash handling
Organized community service and student development opportunities
Worked with equipment manager and coaching staff to order and distribute all team equipment