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Work Background
LPL FinancialAVP Change Management
Mar. 2025Charlotte, North Carolina, United States
LPL FinancialAVP Data Shared Services Delivery
Oct. 2022 - Mar. 2025Charlotte, North Carolina, United States
LPL FinancialData Operations Manager
Nov. 2019 - Oct. 2022Charlotte, North Carolina
CapgeminiRelease Coordination Lead
Feb. 2019 - Oct. 2019Charlotte, North Carolina Area
CapgeminiHead PMO
Aug. 2018 - Feb. 2019Charlotte, North Carolina Area Fulfillment & Onboarding – Work with Account Demand Leads, Recruiters, and Client Leads to fill open roles and the need for resources as they arise. From the creation of a demand, profile sourcing, interview scheduling, Service Order creation, and final onboarding. Account Reporting – Own and operate day to day program and governance structures tracking performance, status and utilization realization across work streams. Deliver weekly account reports to senior management internally, and for the client. Anticipate and identify risks and escalate issues as appropriate to Client and Account Management.
Process Improvement – Identity pain points in the current PMO framework/model. Develop and implement solutions that address them. Establish and document a set of procedures that can easily and affectively be replicated to cut down on the inefficiencies within the current ecosystem
CapgeminiProject Manager
May. 2018 - Aug. 2018Boston Due Diligence – End-to-end RFP process (RFP, Response, Proposal, Client Presentation, SOW and Execution). Met with key business stake holders to understand their end-goals. Created roadmaps and calendars based on impact analysis in order to layout how best to deliver on the clients needs. Global Staffing – Created job requisitions for various roles based on the client’s vast and various needs. Found domain knowledge experts within the approved rate card with techno-functional skills who could be used to fill more than one role, thereby creating cost-savings for the project. Followed through and screened potential candidates to ensure a cohesive team-fit. Staffed teams for two on-site and two off-site teams. Project Tracking & Analysis – Tracked various project metrics such as open items, deliverables, resource staffing, and RAG status using a variety of tools. Provided status updates to both internal and client upper-management on a weekly basis. Course-corrected and shifted priorities to keep focus on the end-goals and deliverables for the immediate future while also maintaining a course for long-term success.
CapgeminiBusiness Analyst/ Project Manager
Sep. 2017 - Apr. 2018Greater New York City Area Pod Leader – Applied Scrum and Agile methods to the product development in two-week sprints. Maintained tracking of tasks and deliverables through the utilization of JIRA. Product Owner Liaison – Facilitated and coordinated discussions between Business, Product Owners, and Development Teams in order to identify the client’s business and functional requirements to be implemented into the end product. Wrote User Stories and Acceptance Criteria for the desired and needed product requirements in a clear, concise, and unambiguous manor. Documentation and Artifact Creation – Mapped and documented client’s end-to-end workflows and processes. Authored and created Use Cases, supplementary documents, and mockups.
CapgeminiData Analyst
Apr. 2017 - Sep. 2017Greater New York City Area Data Analysis and Validation– Compare and analyze multiple data streams in order to ensure data quality across key identifying attributes for various financial products. Cause & Effect Analysis - Use SQL and Excel to pinpoint differences between legacy system data and incoming system data, drilling down to singular transactions and dollar amounts to understand the causes
Reporting and Presentation – Generate and run GAAP Analysis reports, RWA Analysis reports, and EAD Analysis reports for different data granularities. Present findings in an easy-to-use and understand reporting format for upper management to utilize in their internal meetings.
BloombergJunior Financial Analyst
Jul. 2016 - Nov. 2016Princeton, NJ• Research, upload, and maintain Bloomberg’s database of various funds via the Terminal to ensure that it is up to par with industry leaders in order to provide up-to-date information on funds to potential investors and allocators
• Deliver rapid, client-specific solutions ranging from ETF research to customized workbooks focusing on functionality related to analyzing clients' total portfolio, market trends and individual funds in order to meet the their immediate business needs • Support the Hedge Fund and ETF teams with developing functionality on the terminal including fund flows, trade data, implied liquidity, attribution and style analysis.
• Contributed research, data, and metrics analysis for multiple Bloomberg Intelligence reports on a variety of topics including Water ETFs as well as Global ETF trends broken down by regions and flows.
The Children's PlaceAccounting Associate
Feb. 2016 - Apr. 2016Secaucus, NJ• Prepare bank reconciliations, resolve major discrepancies and large variances discovered during general ledger analysis
• Compile and analyze financial information from balance sheet and income statement for month-end, quarter-end and year-end closing activities to prepare entries for the general ledger in compliance with SEC filing regulations
• Assist internal and external auditors in gathering information in an organized and timely manner
• Utilized SAP to enter , log, and record bank deposits valued up to $890,000 every week, as well as make those deposits
Division of Student Affairs | Rutgers University–New BrunswickResident Assistant
Aug. 2014 - May. 2016New Brunswick, NJ• Responsible for the well-being of 200 undergraduate students, and managed safety procedures for the building
• Operate as a resource and guide for students, and assisting in mediation for disagreements and qualms
• Market and hold program meetings on academics, social issues and recreation
CapgeminiBusiness Analyst
Jun. 2014 - Aug. 2014New York City• Assisted in the facilitation of the implementation of various financial services and business analytical strategies • Performed process, financial, feasibility and implementation analysis working for Morgan Stanley for their re-entry into the retail Asset Management Business both in the US and Internationally. • Specific activities included process documentation, opportunity analysis, and productivity enhancements and distributions strategies.
East Windsor Recreation DepartmentAssistant Supervisor
Jun. 2010 - Aug. 2013• Managed team of 5 supervisors, delegating tasks that fostered adolescent growth
• Organized daily activities, increasing the consistence of the weekly schedule
• Communicated with parents, sending out letters and giving out applicable advice
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