Summary
Activity
Work experience
SEI Investments
Analyst for Corporate Actions | 10/2019 - Current
Key Responsibilities:
* Analyzing and processing of mandatory corporate actions
* In charge of leading daily operations of the mutual fund desk
* Ensure a timely and accurate allocation of cash and securities
* Reviewing, analyzing, and entering client information and transactions
* Processing error-free transactions in a timely manner
Highly Skilled:
* Proficient in Microsoft Office Applications. Super user of Excel including V-lookups and Pivot Tables
* Analytical and Data driven mindset
* Research experience with Bloomberg, Wolters Kluwer and DTCC
Viking Cruises
Deckhand | 05/2017 - Current
Key Responsibilities:
* Following precise direction from supervisors
* Cleaning, Painting, and Maintenance
* Increased attention to detail on extensive fishing trips
Sea Isle City Beach Patrol
Senior Lifegaurd | 06/2013 - 09/2019
-Ensured first aid was provided properly in emergencies
-Utilized problem solving skills often associated with operations, patrons, and staff
-Directed guards on day-day activities; encouraged an atmosphere of professionalism and vigilance
Pacific Life
Senior Regional Vice President Francis X. Murphy | 01/2019 - 05/2019
Intern
Key Responsibilities:
* Meet with Financial Advisors to discuss retirement solution products
* Following precise directions from supervisors
* Managed schedules when traveling
Education history
University of North Carolina at Charlotte
Bachelor of Science in Business Administration
