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Work Background
Owner / Licensed NYC Construction Contractor
Capstone Enterprises Contractors NYCOwner / Licensed NYC Construction Contractor
Jul. 2023New York, New York, United StatesJoined the family business!
Financial Advisor Development Program Trainee
Merrill LynchFinancial Advisor Development Program Trainee
Jun. 2018 - Oct. 2018New York, New York, United States
Financial Representative
Northwestern MutualFinancial Representative
May. 2016 - Apr. 2018Park Avenue, NYCSeries 6 & 63, LAH licensed
FX Settlements- Money Markets & Bank Notes
HSBCFX Settlements- Money Markets & Bank Notes
Oct. 2012 - Oct. 2013New York, NY• Ensure timely settlements for over 50 markets worldwide • Assist clients with cross border settlements via Euroclear, CLS, and SWIFT • Train new team members on all settlement systems and procedures • Reconcile trade detail discrepancies • Escalate unresolved discrepancies and all settlement issues to management for swift action • Ensure all settlement instruction details are correct as per government/ currency delivery regulations • Manage and reduce risk associated with settlement failure • Practice due diligence in ensuring all payments follow industry, DFA and OFAC regulations • Ensure utmost efficiency in all trade settlement practices and procedures • Delivered the highest level of customer service to all corporate clients
Financial Services Associate
NYU Langone Medical CenterFinancial Services Associate
Mar. 2011 - Oct. 2012• Trains new hires in work procedures and operations • Processes $1,000,000.00 worth of insurance payments on any given payment project • Responsible for ensuring maximum reimbursement to the Medical Center by managing patient accounts; performing account services, account reviews and billing and collection activities • Reviewing trial balances, HTS and third party vouchers to determine accounts requiring action • Verifying that accounts have been properly billed • Working directly with medical insurance companies on behalf of hospital and patients to acquire maximum possible reimbursement for medical services rendered

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Personal Pitch
Support for Financial Services
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