Implementation Advisor Operations Support III at Bank of America via APEX Systems (2023-09 – 2025-09)
- Responsible for helping clients setup new cash management and anti-fraud products and services for their business accounts.
- Advised clients on products and services to meet their business needs.
- Ensure proper documentation was submitted and signed by the client for the products and services we were setting up for their accounts.
- Facilitated communication between clients and internal teams to resolve issues promptly.
- Organized training for clients so that they understood how to use each service to the maximum benefit before we activated those services.
Operations Associate at Charles Schwab (2021-12 – 2023-09)
- Review client trade files and reconcile any trade issues before executing trades.
- Set up wire instructions to send funds for trades to balance a daily wire/trade ledger.
- Ensure client dividend payments are promptly and accurately processed on payment date.
- Create and running various reports throughout the day to ensure processes are running as intended.
- Research upcoming funds undergoing corporate actions, reorganizations, or splits.
- Inform affected parties about funds undergoing corporate actions, reorganizations, or splits.
Payment Processing Associate at JP Morgan via Randstad (2021-08 – 2021-12)
- Processed high-volume IRS transactions accurately and efficiently within established timelines.
- Monitored and resolved discrepancies in transaction records to ensure client data matched the payment received.
- Maintained a high level of client confidentiality regarding client payments.
Contractor - Trading Operations at Charles Schwab via Randstad (2020-07 – 2021-07)
- Support trade and finance approval and requests from clients and associates contributing to team efficiency and high-volume client assistance.
- Setup and process scripts to update account trade records to ensure account compliance.
- Assist with team technology issues during the transition to Work From Home during Covid.
Retirement Specialist at BankWest Investment Services (2013-04 – 2017-08)
- Handled inbound calls from associates and clients regarding account inquiries and operational procedures, ensuring accurate information delivery.
- Process customer requests pertaining to their accounts such as but not limited to distributions, contributions, account changes, statement requests, and other requests.
- Generated operational reports on client information for back office operations and marketing initiatives, supporting informed decision-making.
- Research and update client cost basis records for their accounts upon special request.
Retirement Account Analyst at TD Ameritrade (2007-12 – 2013-04)
- Handled inbound calls from associates and clients regarding account inquiries and operational procedures, ensuring timely and accurate responses.
- Process customer requests pertaining to their accounts such as but not limited to distributions, contributions, account changes, statement requests, and other requests.
- Developed knowledge base of retirement account rules and IRS regulations, supporting accurate reporting of customer transactions.
- Trained new associates to process higher level retirement transactions.
- Built new training materials and client forms pertaining to Removals of Excess and Recharacterization transactions for IRAs.
- Received 2009 TOPS Award for exceptional performance in Operations.
Casino Games Dealer at Arizona Nights - Casino Games Dealer (2021-12 – Present)
Dealing various casino games while maintaining a high level of player entertainment in a party environment.
- Setup and tear down event venue in accordance to client/company instructions.
- 2024 Dealer of the Year.
