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Network Power<100 people
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Work Background
GliaEnterprise Account Executive, Growth
Oct. 2024
RingCentralMajors Expansion Account Manager
Jun. 2022 - Oct. 2024Austin, Texas, United States
Zoe FinancialAdvisor Partnerships
Nov. 2021 - Jun. 2022Austin, Texas, United States
Zoe FinancialClient Representative
Aug. 2021 - Nov. 2021Austin, TexasZoe is transforming the wealth management experience. Zoe’s meticulously curated network of independent, fiduciary, commission-free financial advisors and financial planners includes only the top 5% in the country to meet the needs of individuals seeking quality financial advice.
ForresterAccount Executive
Jun. 2019 - Jun. 2021Austin, TexasForrester is one of the most influential research and advisory firms in the world. We work with business and technology leaders to drive customer-obsessed vision, strategy, and execution that accelerates growth. With the SiriusDecisions product line, we deliver actionable intelligence, transformative frameworks, and expert guidance that equip executives to modernize and elevate sales, marketing, and product performance.
VisaBusiness Continuity Analyst
Apr. 2018 - Jun. 2019San Francisco Bay Area-Implement the annual Business Continuity program across the company for internal stakeholders. -Conduct Business Impact Analyses to derive criticality of various processes within the organization. -Create Business Continuity Plans to aid functional areas in recovery from a business disruption. -Facilitate exercises & workshops to test BCPs and educate stakeholders on industry best practices.
JPMorgan Chase & Co.Financial Analyst
Jul. 2015 - Aug. 2016New York, New York-Led initiative to build out new P&L and risk processes for
the SPG financing businesses, establishing a consistent
procedure for the daily and monthly closing period with the
front office and financial control. -Thrived in a fast-paced, markets-centered role dealing with
tight deadlines and exposure to traders within the
investment bank, as well as managing the accounting
procedures for their respective portfolios. -Created ad hoc reporting for transparency between the
front office, product control, and financial control including
user tool to ledger reconciliations, daily/monthly journal
entry & accrual process, and financial discrepancy reports. -Revamped monthly scorecard process for senior
management by compiling metrics for regulators, and
communicating with parties both domestic and overseas in
order to meet deadlines and retrieve accurate information.
JPMorgan ChaseBusiness Analyst
Jun. 2014 - Mar. 2015Greater New York City Area/ Syracuse, NY-Contributed to the firm-wide Risk & Finance Roadmap by steering the consolidation of major data warehouses -Documented transactional data flow diagrams for all sub-lines of business under the Consumer & Community Bank -Monitored and reported data quality KPI’s enacted by the Basel Committee on Banking Supervision regulatory body
Eze Software GroupIntern
Apr. 2014 - May. 2014Hong Kong-Researched Korean & Japanese markets, asset management and hedge fund industries, and financial technologies -Reported current market data to the Regional Director for review and future consideration to spur expansion -Spearheaded an internal project dedicated to budgeting and forecasting revenue streams based on clients’ licensing agreements which allowed APAC Regional Director to make executive decisions around financial management
JPMorgan ChaseSystems Support Engineer
Jun. 2013 - Dec. 2013Syracuse, New York Area-Managed the application security process with counterparties for internal and external clients -Communicated updates related to testing and quality control to clients
Syracuse University Food ServicesConcessions Supervisor
Feb. 2012 - Feb. 2013Syracuse, New York Area-Manage up to 10 employees to ensure smooth operations within the Carrier Dome facility -Audited ~$20,000 in currency and monitored the flow of inventory throughout the building
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