Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
Work History
Trading Operations Analyst
JP Morgan Chase
Newark, DE
06.2023 - Current
Efficiently and accurately process both outgoing and incoming margin calls for non-cleared derivatives
Responding to client inquiries, and when needed, coordinate with the appropriate Front/Middle Office as well as the core processing area in order to facilitate resolution
Identifying and resolving client disputes related to both collateral and trade settlement discrepancies
Maintaining and building excellent relationships with both internal partners and external clients
Financial Advisor Intern
Cornerstone Capital Planning
08.2022 - 12.2022
Assisted with account reviews and preparation for account reviews
Reviewed financial statements with staff accountants
Guided clients through compiling important financial histories and documentation for evaluation
Cultivated and strengthened relationships with new clients.
Recruitment Intern
Liberty Personnel Services
King of Prussia, PA
06.2022 - 08.2022
Reviewed resumes and employment applications and interviewed applicants to evaluate work history and other qualifications
Worked with recruiting teams and human resources representatives to accomplish hiring objectives
Negotiated fee agreements with new clients
Developed lists of qualified candidates for corporate hiring managers
Obtained seven new clients throughout the length of my internship.
Package Handler
UPS
Philadelphia, PA
05.2021 - 10.2021
Operated heavy machinery according to company safety regulations to distribute packing cans for delivery
Worked with team to prepare packing and shipping of all incoming and outgoing products
Coordinated drivers to arrange proper delivery and pick up of shipments to facilitate smooth flow of operations.
Education
Bachelor of Science in Business Administration in Actuarial Science -
Temple University
05.2023
Skills
Proficient in Microsoft Office
Experience in Tableau and R Studio
Client Relations
Attention to Detail
Client Recruiting and Retention
Portfolio Construction
Effective Multitasking
Timeline
Trading Operations Analyst
JP Morgan Chase
06.2023 - Current
Financial Advisor Intern
Cornerstone Capital Planning
08.2022 - 12.2022
Recruitment Intern
Liberty Personnel Services
06.2022 - 08.2022
Package Handler
UPS
05.2021 - 10.2021
Bachelor of Science in Business Administration in Actuarial Science -
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank