Dynamic financial services professional with experience in trade support, reconciliation, client relationship management, and risk mitigation. Proven success at T. Rowe Price in processing high-volume financial transactions with precision, reducing trade errors, and ensuring compliance with SEC/FINRA standards. Recognized for delivering responsive service in fast-paced environments, enhancing client satisfaction, and supporting operational excellence. Proficient in Microsoft Excel (PivotTables, VLOOKUP), with strong problem-solving skills and a commitment to accuracy and continuous improvement. Known for reducing trade errors, streamlining reconciliation, and delivering responsive service in high-volume environments.
Trade Support Reconciliation (Cash & Position)
Document management Customer service
Microsoft office Detail orientation
Certifications: Currently pursuing SIE (Planned 2025)
Microsoft Excel (PivotTables, VLOOKUP, Index-Match)
DTCC Salesforce
AML/KYC Support Risk Controls Systems: Advent Geneva
Client Relationship Management Account Onboarding
Trade Capture SEC/FINRA Compliance
Microsoft office Detail orientation
SIE Certification (Currently Pursuing)
SIE Certification (Currently Pursuing)