Jessica Halpin
Financial Industry Regulatory Authority, FINRA
DENVER,CO
1
Certification
2027
years of professional experience
Highly organized and proactive professional with 13 years of diverse experience in administrative roles. Proven track record of optimizing processes, coordinating events, and strategic planning. Skilled in calendar management, communication, discretion, and data management.
Work History
Program Specialist
4 Years 5 Months- Maintained and executed internal engagement programs, including agendas and schedules.
- Coordinated 25+ events annually in multiple time-zones for all levels of business.
- Manage travel, meal reservations and event logistics.
- Synthesized complex data into clear, concise summaries and presentations for senior management and cross-functional stakeholders.
- Assisted in developing compliance training materials for diverse stakeholder groups.
- Coordinated communication between departments to enhance operational efficiency and information flow.
- Report expenses for 2 executives.
Project Manager
- Managed project timelines, ensuring on-time delivery of services and resources.
- Coordinated executive schedules, prioritizing meetings and deadlines efficiently.
- Supervised team of 10 members.
- Optimized client scheduling, improved efficiency.
Treasury Management Specialist
6 Years 11 Months- Managed client relationships to enhance treasury service offerings and support customer needs.
- Assisted in the implementation of cash management solutions for diverse clientele.
- Analyzed financial data to optimize liquidity positions and improve cash flow strategies.
- Coordinated with internal teams to ensure accuracy in transaction processing and reporting.
Education
High School Diploma
Skills
Calendar Management
Event Coordination
Expense Reporting
Office Administration
Communication Skills
Data Management
Project Coordination
Certification
- Project Management Certification - Project Management Institute- In progress
Timeline
Program Specialist
Financial Industry Regulatory Authority, FINRA
03.2022 - CurrentRead More
Treasury Management Specialist
Collegiate Peaks Bank
04.2013 - 03.2020Read More
Project Manager
Clutter Trucker
3 2020 - 03.2022Read More
Rangeview High School
High School Diploma
Read More