Trade Ops Specialist (Fixed Income and Equities)
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Analytical, highly organized and goal-oriented Specialist with over 10 years experience in Broker dealer, Custodial Operations, Risk management, and back-office experiences supporting Wealth Management Business units. Proficient in providing detailed insight and guidance across multiple business functional teams in support of control related projects, review new initiatives and report to Senior Stakeholders. Proven success in optimizing management processes.
As shown in my resume, I have a strong foundation in financial management, supported by a master’s in organizational development and an MBA. My experience spans multiple operational roles, including serving as a Client Integration and Treasury Management Specialist at U.S. Bank, Risk and Control Associate at Allianz and working with Morgan Stanley, Merrill Lynch, and Goldman Sachs in trade controls and settlement operations.
Through these roles, I’ve helped streamline processes, resolve settlement disputes, and implement risk-reducing strategies that maximize efficiency and profitability.
I take pride in my ability to identify and drive operational enhancements that add tangible value. My expertise allows me to quickly adapt, collaborate across teams, and contribute effectively with minimal training.
Master of Science (MS), Administration & Organizational Development
Trinity Washington University, Washington, DC - Class of 2012.
Master of Science in Administration (MSA) in Organizational Management prepares leaders in public, private, and non-profit sectors to effectively steer their respective organizations, drive success, and achieve a shared vision. Program shapes leader with core competencies who can align with organizations goals and objectives.
Source: Trinity Washington DC University.
