Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
24
24
years of professional experience
Work History
Member Services Analyst
FHLB Pittsburgh
02.2024 - Current
Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Enhanced customer satisfaction rates through providing cash advances and Letters of Credit which provided members real time liquidity.
Vice President/Lead Manager
BNY Mellon
09.2007 - 02.2024
Managed staff in multiple locations including Pittsburgh and Toronto Canada.
Managed daily allocations of high value payments upwards of a billion dollars.
Maintained strong client relations by leading client calls and making sure inquires were completed same day.
Accounted and reconciled complex Corporate Action payments.
Worked with large Sub custodians globally along with The Depository Trust Company to balance and allocate Corporate Events.
Traveled to India to create and train a new team.
Cross-trained new and existing employees to maximize team agility and performance between teams.
Lead teams that processed events on the Canada, Us, and Latin American markets.
Trade Analyst
Invesmart/The Standard
04.2005 - 08.2007
Reconciled distributions and contributions for clients 401ks.
Reviewed loan options with client service and assisted in allocation of loans for clients.
Cleared mutual fund discrepancies in client accounts.
Worked directly with client service to review quarterly statements for accuracy.
Trade Opperations Specialist
Piper Jaffray
06.2001 - 11.2004
Balanced Mutual Funds holdings for Account transfers.
Processed Fixed Income and FRB payments for clients.
Worked with traders to facilitate the transfer of Physical Bonds between brokerage firms.
Worked directly with the vault at The Depository Trust Company to deposit physical shares for clients.
Reconciled Mortgage-Backed Securities for clients.
Education
St Mary’s University
Winona, MN
Liberal Arts And General Studies
University of Minnesota - Twin Cities
Minneapolis, MN
Skills
Proficient in Microsoft Excel, Word, and PowerPoint
Complex Problem-Solving
Accounting
Team Leadership
Strategic Planning
Overseeing Employees
Client service and Client relations
Business concepts including Finance and Operations
Accomplishments
At BNY received multiple client service accolades.
Promoted five times at BNY from specialist to Vice President