Committed to driving strategic decision-making and enhancing financial performance by delivering valuable insights through analytical tools to support growth and business initiatives.
Overview
4
4
years of professional experience
Work History
Senior Operations Associate
Morgan Stanley
06.2021 - 03.2024
Collaborated internally and externally to client queries regarding dividends and stock loan claims to ensure smooth flow of funds and exceptional client service
Led the North America Dividend Claims team, the Pune India Eclerx Claims team, and the Glasgow Fintru Claims team in the process of initiating and settling claims externally in the US, Canadian, and Latin American markets
Reduced financial risks and maintained appropriate flow of money through collaboration with various asset servicing teams
Conducted extensive trainings with new analysts to hone their specific skill sets and help advance the team's productivity
Published dividend payments, regulated Depository Service Fee charges and performed daily rotations using software such as Scorpio to process events, DTCC/SWIFT to ensure agent bank allocations, and Qwest to verify published journals.
Office Administrator
Wholesale Flooring and Granite
06.2020 - 08.2020
Received in-showroom customers and addressed inquiries regarding products and services
Managed customer invoices in QuickBooks to ensure timely invoicing and payments
Coordinated sales meetings and events to ensure information sharing and collaboration.