Treasury Management
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Entered the financial field at a retail bank branch location as a line-teller providing face-to-face customer service requests related to currency deposit and withdrawals, monetary instrument creation and record keeping. Inherited the role of personal banker and assisted clients in creating and maintaining bank accounts, safety deposit boxes, and referrals to other bank products within specific business lines.
Was hired on at SS&C technologies after resigning from retail banking and performed work as a treasury management associate performing administrative services to hedge and private equity funds. The role included tasks such as remitting investment related wires, and client vendor payments, as well as all procedural tasks associated with the delivery of those funds.
