Summary

Overview

Work History

Education

Skills

Timeline

last name

Summary

Financial services professional with over 6 years of experience in banking and brokerage operations. Experienced in reviewing financial data, supporting internal controls, and exercising sound judgment in risk-sensitive situations. Strong attention to detail, ability to identify inconsistencies, and experience handling confidential information in fast-paced environments.

Overview

years of professional experience

Work History

Brokerage Tax Representative III / Associate Analyst

Fidelity Investments

Jersey City, NJ

07.2022 - Current

Review and validate investment performance and attribution data to ensure accuracy prior to distribution.
Work within the Reclass Group to review CUSIPs and ensure securities are being reported correctly; research discrepancies and coordinate corrections when necessary.
Support processes within the 480.6 reporting space, ensuring accuracy of data impacting client tax forms.
Analyze portfolio data and identify variances related to industry, market cap, and security selection.
Respond to ad hoc inquiries from portfolio managers and business partners regarding performance results and reporting questions.
Maintain documentation of policies and procedures to support internal controls and data integrity.
Contribute to maintaining accuracy across reporting processes due to the downstream impact on client tax documentation.

Universal Banker

Valley Bank

Fair Lawn, NJ

01.2021 - 07.2022

Conducted identity verification and due diligence during account openings to detect potential fraud and impostor activity.
Identified inconsistencies in customer documentation and declined account openings when concerns could not be resolved.
Escalated suspicious cases to management and partnered with fraud and risk teams for further review.
Maintained strict confidentiality while handling sensitive personal and financial information.
Ensured compliance with banking regulations and internal policies in a high-volume branch environment.

Associate Banker

JP Morgan Chase

Woodland Park, NJ

01.2019 - 01.2020

Supported daily branch operations and assisted customers with banking services.
Ensured adherence to internal procedures and compliance requirements.

Bank Teller

Columbia Bank

Fair Lawn, NJ

01.2016 - 01.2019

Processed customer transactions accurately and reconciled cash drawers daily.
Assisted in training new employees on operational procedures.