Orlando, Florida, United States• Supervised and managed the day-to-day operations of a large-sized client, processing support team that handles this client accounts, including solicitation, inquiries and problem resolution
• Managed the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks
• Served as first line supervisor for assignment of tasks and resolution of is...
New York• Consult with startups and financial services companies in topics in FinTech and emerging technologies, including Portendr, International Designs, among others.
• Constructed a financial platform to promote financial literacy among Millennials and Generation Z, with an emphasis on innovative technology solutions.
• Build front-end solutions for ad hoc projects
Jan. 2016 - Dec. 2017
PwCCapital Markets & Investment Services Lead for DeNovo
Greater New York City Area• Industry lead for a newly developed FinTech venture under PwC's Financial Services strategy consulting group, which focused on how disruption impacts the industry and what strategy clients need to take
• Developed relationships with C-Suite Executives and other decision-makers to further the brand and lead Strategy on Demand deliverables
• Presented to potential clients on the value proposi...