Over 20+ years of managerial, retail and banking experience. Seeking financial analysis and reporting positions for continued banking growth
Overview
16
16
years of professional experience
Work History
Associate, Funds of Hedge Funds Processing
BNY Mellon Investment Management
03.2025 - Current
Handle all aspects of Fund of Hedge Funds client accounts, including actioning and resolving inquiries, and transactional processing (trade completion, execution, and settlement).
Serve as a point of contact for clients, and assist in communication internally with operating areas, and externally with clients, investment managers, and administrators.
Participate in the preparation and completion of trade documentation, and ensure cash instruction verification is completed accurately and expeditiously.
Assist in processing updates to client accounts and company records to ensure timely and correct management.
Maintain and update the daily transactional workflow of assigned trades, and support the team as a resource in completing daily tasks.
Ensure client processing of transactions is handled correctly and in a timely manner through settlement.
Risk Associate
Bottomline
05.2024 - 09.2024
Reviewed and authenticated data elements within the Paymode-X Network application for B2B vendors.
Processed digital payment applications, ensuring completeness and accuracy while engaging with customers.
Analyzed data for discrepancies and potential counterfeit instruments, utilizing web research and third-party tools.
Promoted a risk-aware culture by adhering to policies and collaborating with leadership on process improvements.
Loan Support Analyst, CMBS
PNC
10.2023 - 05.2024
Analyzed user support requests to identify trends and improve response strategies.
Calculate the Adjusted Rate Mortgage in a timely manner.
Updated Excel spreadsheets to properly reflect daily reporting
Senior Operations Analyst, Employee Benefits
PNC Bank Asset Management
09.2022 - 10.2023
Executed complex transactions and processes in employee benefits, ensuring compliance with established policies.
Served as a point of escalation for complex transactions, addressing exceptions, and collaborating with internal service partners.
Provided consultation to internal and external customers, enhancing service delivery and operational efficiency for over 20 clients.
Participated in process improvement projects, contributing to the training and onboarding of new hires.
Retail Manager, Game Used / Memorabilia
Pittsburgh Steelers
07.2016 - 09.2022
Achieved high visual merchandising standards across 6 in stadium kiosk locations, 3 retail stores and over 10 events for the Pittsburgh Steelers.
Collaborated with the department manager to analyze sales trends and manage inventory effectively.
Led small team meetings focused on product changes and pricing strategies, enhancing team communication.
Conceptualized original product displays tailored for spatially challenging environments, showcasing creativity.
Assistant Event Manager
Dinner Lab, Inc.
03.2014 - 05.2016
Delegated new employees with event set up.
Expedited duties for both Back of the House and Front of the House during a 300+ customer dinner service.
Coached employees on following detailed companywide policies.
Tabulated inventory and customer feedback utilizing MS Office systems.
Computer Technical Specialist
Global Resources Ltd.
07.2010 - 10.2013
Participated in the Chase/WAMU Software Conversion Project, ensuring smooth software upgrades and migrations.
Provided HP certified Tier 1 Help Desk support, addressing technical issues during critical software transitions.
Supported PC hardware and peripherals during the construction phase of a major financial institution.
Delivered on-site network server support for the JP Morgan Chase Refresh Projects, enhancing operational efficiency.
Computer Technician
Key Systems
10.2009 - 05.2010
for Conducted pre-migration and migration of PCs and peripherals for Goldman Sachs' New York Headquarters.
Troubleshot hardware and software issues in Bloomberg and Goldman Sachs systems, ensuring smooth operations.
Resolved outstanding help desk tickets, enhancing user satisfaction and system efficiency .
Managed environmental waste disposal from hardware, adhering to sustainability practices.
Education
Bachelor of Science - Business, Sports, Arts, and Entertainment Management
Point Park University
Pittsburgh, PA
01.2016
Business Administration and Management, General
Queensborough Community College of The City University of New York (CUNY)
New York, NY
Computer/Information Technology Administration and Management
Per Scholas
New York, NY
02.
Skills
Business Requirements
Risk mitigation
Operational Due Diligence
AML
Loan analysis
Alternative Investments processing
Asset Management reporting
Customer service
Problem-solving
Time management
Computer skills
Timeline
Associate, Funds of Hedge Funds Processing
BNY Mellon Investment Management
03.2025 - Current
Risk Associate
Bottomline
05.2024 - 09.2024
Loan Support Analyst, CMBS
PNC
10.2023 - 05.2024
Senior Operations Analyst, Employee Benefits
PNC Bank Asset Management
09.2022 - 10.2023
Retail Manager, Game Used / Memorabilia
Pittsburgh Steelers
07.2016 - 09.2022
Assistant Event Manager
Dinner Lab, Inc.
03.2014 - 05.2016
Computer Technical Specialist
Global Resources Ltd.
07.2010 - 10.2013
Computer Technician
Key Systems
10.2009 - 05.2010
Bachelor of Science - Business, Sports, Arts, and Entertainment Management
Point Park University
Business Administration and Management, General
Queensborough Community College of The City University of New York (CUNY)
Computer/Information Technology Administration and Management
<ul><li>Lead end-to-end fund accounting for hedge and private equity funds with varying frequencies (daily, weekly, monthly).</li><li>Manage a team, overseeing work allocation, KPI tracking, and resource planning.</li><li>Drive onboarding of new funds into Geneva & E-front, ensuring smooth integration.</li><li>Act as a key liaison between clients, auditors, and internal teams for issue resolution and process improvement.</li></ul> at APEX Fund Services LLP<ul><li>Lead end-to-end fund accounting for hedge and private equity funds with varying frequencies (daily, weekly, monthly).</li><li>Manage a team, overseeing work allocation, KPI tracking, and resource planning.</li><li>Drive onboarding of new funds into Geneva & E-front, ensuring smooth integration.</li><li>Act as a key liaison between clients, auditors, and internal teams for issue resolution and process improvement.</li></ul> at APEX Fund Services LLP