Highly analytical and accomplished professional with hands-on experience in business/financial analysis, strategic planning, and investments.
Proven success in conducting operational analysis, revamping business structure, resolving critical issues, and improving/maintaining workflows.
Strong foundation in business intelligence, operational analytics (retail/logistics), data modeling, leadership-facing reporting, and data-driven decision support. Builder of a live analytics platform (Stelr) focused on transforming messy operational datasets into clear metrics and dashboards for supply chain and logistics organizations.
Technically proficient in WordPress, Microsoft Office Suite, Bloomberg, Tableau, SQL, Webex/Zoom, Microsoft Teams, and Workday.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Belt-Line Handler
Federal Express
Londonderry
05.2025 - Current
Co-Founder
Stelr Solutions, Inc.
08.2024 - Current
Building a data analytics platform focused on transforming messy, fragmented operational data into clear metrics, dashboards, and leadership-ready insights.
Work directly with supply chain, freight, and logistics clients, analyzing operational, financial, and performance datasets.
Design data models, KPIs, and dashboards that provide visibility into operational efficiency, cost drivers, and performance trends.
Perform in-depth exploratory and ad hoc analysis to identify patterns, inefficiencies, and process improvement opportunities.
Apply business intelligence best practices to ensure dashboards are intuitive, accurate, and decision-oriented.
Implement data governance principles to ensure data accuracy, consistency, and usability across reporting layers.
Investment Specialist/Analyst
BlackRock
Boston
09.2020 - 12.2023
Managed and oversaw clients on a routine basis leveraging on various facilities.
Played an instrumental role in helping the team achieve quarterly and annual team-wide/firm-wide goals.
Supervising day-to-day workflows.
Demonstrated strong presentation and leadership skills by mentoring and presenting teams on Continuing Education pieces through proactive utilization of presentation decks and materials.
Fostered strong relationships with all team members to answer general and complex inquiries and enhance performance within each task assigned.
Oversaw & managed day-to-day incoming requests from internal teams pertaining to institutional clients within internal inbound mailboxes.
Led onboarding process of new mutual fund institutional clients ranging from family offices, foundations, and endowments.
Stood-in as Team Leader to oversee day-to-day team performance to optimize service delivery and achieve productivity objectives.
Expanded internal network base by developing relationships with internal organizations, including BPN (Black Professionals Network) and FIT (Financial Inclusion Team).
Led data and financial analysis, portfolio management, asset allocation, capital markets, and corporate investment processes with a focus on improving management of company resources.
Implemented new policies and workflows as a top leader within the Strategic Solutions Committee focused on maximizing efficiency and streamlining current processes to ensure easy flow of team tasks.
Reported directly to Senior Management regarding overall team productivity, KPI's, and daily/weekly objective execution.
Completion of ad-hoc projects to enhance team workflows.
Fostered strong relationships with UHNW/HNW institutional clients, client consultant/advisory teams ensuring efficiency and seamless communication between all applicable parties.
Complied with all State and Federal Regulatory objectives from training programs, licensure, continuing education, and all other regulatory assignments required.
Initiated team projects including training/implementation with in-bound email inquiries regarding products & offerings, general inquiries, call quality training, product training, and coaching new hires.
Studied data points using proprietary Aladdin risk assessment technology implementing new strategies for risk mitigation used in the planning of portfolio management.
CSR/Intern
Hertz Car Rental
Manchester
03.2018 - 07.2018
Education
Analytics And Data Science Major: Analytics Option (B.S.) - Data Science, Entrepreneurship
University of New Hampshire
NH
Skills
Client relationship management
Team leadership
Risk assessment
Process improvement
Presentation skills
Team collaboration
Data analysis
Operations management
Business strategy
Adaptability
Affiliations
Financial Industry Regulatory Authority, Member Firm Association, 2020
Certification
FINRA Securities Industry Essentials (SIE)
Languages
English, Fluent
Shona, Fluent
Spanish, Professional
Awards
National Academy of Future Scientists and Technologists Award of Excellence
Outstanding Leadership Award, Texas Essential Knowledge and Skill
Career Experience
BlackRock - Managed and oversaw clients on a routine basis leveraging on various facilities., Played an instrumental role in helping the team achieve quarterly and annual team-wide/firm-wide goals., Supervising day-to-day workflows., Demonstrated strong presentation and leadership skills by mentoring and presenting teams on Continuing Education pieces through proactive utilization of presentation decks and materials., Fostered strong relationships with all team members to answer general and complex inquiries and enhance performance within each task assigned., Oversaw & managed day-to-day incoming requests from internal teams pertaining to institutional clients within internal inbound mailboxes., Led onboarding process of new mutual fund institutional clients ranging from family offices, foundations, and endowments., Stood-in as Team Leader to oversee day-to-day team performance to optimize service delivery and achieve productivity objectives., Expanded internal network base by developing relationships with internal organizations, including BPN (Black Professionals Network) and FIT (Financial Inclusion Team)., Led data and financial analysis, portfolio management, asset allocation, capital markets, and corporate investment processes with a focus on improving management of company resources., Implemented new policies and workflows as a top leader within the Strategic Solutions Committee focused on maximizing efficiency and streamlining current processes to ensure easy flow of team tasks., Reported directly to Senior Management regarding overall team productivity, KPI's, and daily/weekly objective execution., Completion of ad-hoc projects to enhance team workflows., Fostered strong relationships with UHNW/HNW institutional clients, client consultant/advisory teams ensuring efficiency and seamless communication between all applicable parties., Complied with all State and Federal Regulatory objectives from training programs, licensure, continuing education, and all other regulatory assignments required., Initiated team projects including training/implementation with in-bound email inquiries regarding products & offerings, general inquiries, call quality training, product training, and coaching new hires., Studied data points using proprietary Aladdin risk assessment technology implementing new strategies for risk mitigation used in the planning of portfolio management.
Strong foundation in business intelligence, operational analytics (retail/logistics), data modeling, leadership-facing reporting, and data-driven decision support. Builder of a live analytics platform (Stelr) focused on transforming messy operational datasets into clear metrics and dashboards for supply chain and logistics organizations.
Qualifications Summary
Strong ability to analyze complex systems, develop metrics, and deliver clear insights in fast-paced, team-oriented environments.
Hands-on experience supporting and enhancing existing data models, KPI reporting, and leadership dashboards.
Experience working directly with retail financial data, institutional clients, and senior leadership.
Background intersecting retail operations, logistics, and data-driven process improvement.
Strong communicator capable of translating business requirements into technical and visual reporting solutions.
Timeline
Belt-Line Handler
Federal Express
05.2025 - Current
Co-Founder
Stelr Solutions, Inc.
08.2024 - Current
Investment Specialist/Analyst
BlackRock
09.2020 - 12.2023
CSR/Intern
Hertz Car Rental
03.2018 - 07.2018
Analytics And Data Science Major: Analytics Option (B.S.) - Data Science, Entrepreneurship