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Finance professional with 8+ years of experience in accounting, commission analysis, and financial reporting. Skilled in Netsuite, Sage, Salesforce, Excel and Tableau. Experience analyzing high volume financial data and supporting executive decision making. Proven ability to improve financial processes, manage large transaction volumes and drive operational efficiency.

Detail-oriented financial operations professional with over eight years of experience in account lifecycle management and public sector legal operations. Expertise in client onboarding, account opening, and maintenance for funds and investors across cash, securities, FX, and derivatives. Strong background in database management, tax documentation compliance, and cross-functional coordination with client development, sales, and compliance teams. Recognized for accuracy and regulatory awareness, with a proven ability to manage complex processes in highly controlled environments.

To utilize my knowledge and various learned skill sets to further provide excellence in customer service. Also, to further pursue leadership like qualities to round out my career goals.

Dynamic leader with a proven track record at Citigroup Global Markets Inc., specializing in operations management and team collaboration. Expert in enhancing operational efficiency and driving growth, evidenced by increasing interest accrual settlements to 98%. Skilled in financial planning and fostering vendor relationships, consistently exceeding corporate goals through strategic planning and innovation.

Harold Blalock

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Margin Clerk

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Margin Clerk

High School Diploma -

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