Experienced with managing diverse tasks and supporting team initiatives. Utilizes organizational skills and attention to detail to enhance operational efficiency. Track record of effective collaboration and problem-solving in fast-paced settings.
Work History
Securities and Derivatives Associate
3 Months
Citi Group | 05.2026 - Current
Analyzed financial data to identify, allocate and complete client trades in an efficient and timely matter.
Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
Developed and maintained strong relationships with key Citi clients to ensure high levels of satisfaction.
Streamlined workflows by implementing process improvements, reducing turnaround times for management tasks.
Financial Crimes Investigator
1 Year 9 Months
KeyBank | 06.2024 - 03.2026
Investigated and managed moderate to high-risk client cases, ensuring compliance with regulatory standards
Conducted periodic reviews of moderate to high-risk client accounts, enhancing risk assessment processes
Analyzed wire transfer data for potential AML activity on client accounts, identifying suspicious patterns
Asset Servicing Analyst Associate
1 Year 9 Months
Citi Group | 09.2022 - 06.2024
Coordinated claims and fund processing for clients and brokers, improving service delivery timelines
Processed trade claims and managed client and broker information to facilitate timely resolutions
Reviewed banking data for claims, ledgers, swifts, and trade accounts to ensure accuracy and compliance
Account Executive
1 Year 8 Months
Market Domination LLC | 01.2021 - 09.2022
Managed client accounts and directed production of podcasts and books, ensuring alignment with client goals and enhancing overall satisfaction
Scheduled guest appearances for client podcasts, leading to increased content engagement and quality
Addressed client questions and concerns throughout the production process, fostering strong client relationships and trust
Conducted interview questions for clients that would go on to be featured in various media forms
Edited and finalized audio for podcast productions
Collaborated with accounts to create and post social media content, implementing effective strategies for search optimization and audience engagement
Education
Master of Business Administration (MBA)
Coastal Carolina University | Conway, SC | 05-2019