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Work Background
Legible Ledgers Bookkeeping LLCBusiness Manager
Dec. 2023
FreelanceFreelance
Mar. 2023
Bank of AmericaAcademy Manager
Apr. 2022 - Jan. 2024
Bank of America Merrill LynchBusiness Banking Commercial Analyst
Sep. 2006 - Jan. 2024SE Region Florida
Ocwen Financial Corporation - USSenior Loan Transfer Coordinator
Jan. 2001 - Jan. 2006West Palm Beach, Florida AreaManaged investor relationship transfers including loan pools, analytical supporting data, investor reporting and tracking systems data. Trained additional support staff on applicable systems.
American Express Financial AdvisorsFinancial Advisor
Jun. 1998 - Jul. 2000Rochester, New York AreaMaintained a financial planning practice, supporting a base of clients achieve their financial goals through investment products and insurance protection by analysis of their current financial position and planned destination.
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