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Years of experience: 6
AssistantData Entry
Trust Score
Exceptionally trusted; proven professional excellence.
Brett's Career Path
Aug. 2023 -Feb. 2025
RAKE Digital CompanyOperations Specialist
•Directly report to the Head of Operations, overseeing daily bank and account reconciliations.
•Manage daily payroll functions and collaborate with IT and Customer Service teams to handle incoming service requests.
•Serve as Project Manager for operational requests and liaise with external vendors for daily and monthly reporting.
Jul. 2022 -Feb. 2023
Corient Capital PartnersOperational Specialist
•Acted as lead trader for the firm and clients, managing investment plans and ad hoc trading requests.
•Ensured data integrity across reporting systems and managed investment reporting inbox.
•Collaborated with the Investment team to produce weekly and monthly performance reports and handled fund tracking and daily updates using the Addepar program.
Mar. 2021 -May. 2022
ExperianOperations Analyst
Remote-Working directly with the Data Delivery Management team as well as front line managers.
-Responsible for KPI reporting to EVP of Client Services and Management team.
-Developed a Salesforce internal guide to assist new team members becoming familiar with specific tasks inside of Salesforce.
-Developed and maintained dashboards and reports as needed by Management team.
-Assisted Management te...