Desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
AVP Relationship Management
HSBC Global Banking and Markets
New York, New York
01.2005 - 04.2013
Managed banking relationships primarily with multinational clients in the Consumer Brand and Diversified Industries sectors
Collaborated with cross-functional teams to cross-sell banking products and services to global and domestic corporate clients
Associate Relationship Management
Wells Fargo Corporate Banking
Los Angeles, California
09.2003 - 09.2004
Created credit and financial analysis reports to support management review and decision-making
Monitored quarterly earnings to evaluate financial performance of corporate clients
Drafted underwriting memos and risk ratings for internal risk committee approval
Fund Accounting Analyst
BNY Mellon Financial
Los Angeles , CA
10.2001 - 09.2003
Generated daily, monthly and quarterly Net Asset Value and performance reports for investment funds
Managed daily accounting operations for diverse client portfolios, ensuring accurate and timely financial reporting
Reconciled cash and asset accounts to maintain integrity of financial records
Internal Consultant
Deloitte & Touche
Los Angeles
08.2000 - 09.2001
Coordinated cross-functional teams to identify and implement process improvements
Assisted in developing project documentation and reports to support project execution