Experience in analytics.
Solid written & verbal communication.
Demonstrated ability in supervising others.
Good attention to detail & organizational ability.

 Reliable, punctual & professional.
 Experience working in a fast paced environment.
 Good skill(s) with MS Office, including PowerPoint.
 Fast learner of proprietary, CRM, SaaS & ERP systems.

Work History

Work History
Jun 2013 - Jul 2015

Billing Associate


Retail energy (gas & electric) service provider to mid cap up to Fortune 500 clients. Owned by the commodities supply chain operator/holding company, Noble Group Limited.   

Billing Associate  
High customer level visible computer billing system generation of invoices and analysis of pricing data files to calculate the Weighted Average Cost of Energy (WACOE). Supported the Billing Group and other back and front office teams with data analysis, tax testing, automation, customer “True Up”(credit dollars) values, intern management/coaching and a whole host of other data analyses, processing, billing reporting, financial impact tests and month-end activities  

Major Achievements
 Responsible for upwards of 15,200 accounts per month (or roughly 690 accounts per day) for customers located in the Western, Midwestern and Northeastern continental United States.
 Invoiced customers on a daily basis billing up to $1.8 million per invoice.
 Initiated a “Word of the Day” Program for the Billing Group.
 Invited to be, accepted and participated in the “Gift of Giving” holiday planning committee, a Noble Energy Solutions employee committee tasked with planning, implementing and running the community outreach event for the Toussaint and City of San Diego High School District school kids during the Christmas holiday season.

Jan 2013 - May 2013

Product Risk Oversight Specialist


Online discount brokerage securities firm with approximately two billion in annual revenues with retail, institutional and other subsidiary locations across the continental U.S., Canada and in the UK.  

Product Risk Oversight Specialist
Provided the highest level of service possible while resolving product support questions for Advisors and other RIA personnel. The focus was on establishing and cultivating a deeper relationship between Advisors and TD Ameritrade Institutional.
Major Achievements
 Assembled facts and accurately made a determination as to what action needs to be initiated to achieve
resolution of client, advisor and thiry party vendor inquiries.
 Communicated with select advisors on an on-going basis regarding new products/services, program and Advisor Direct updates.
 Monitored and tracked the advisor relationship in Sales Force kept all data complete and accurate for compliance and audit tracking purposes.

Jun 2012 - Jan 2013

Retirement Accounts Specialist & Direct Operations Associate


LPL FINANCIAL (06/2012-01/2013)
Boston based Broker-Dealer, owned by LPL Investment Holdings Incorporated with revenues of 4.3 billion (2014) and largest financial services company that provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 independent financial advisors. I worked here under two separate contracts with two different positions/titles. Proven Inc was the staffing company I worked for.

Retirement Accounts Specialist & Direct Operations Associate
Accurate processing of retirement monetary distributions to directly to LPL’s advisors clients accounts or by physical mail. The Direct Business group position (Direct Operations Associate) was a multi-faceted role tasked with the synching of AXA Financial annuity accounts,(data processing and light analysis), handling various operational tasks related to the block transfer process and advisor branch trade reporting and analysis.  

Major Achievements
 Confirmed over 25% of overall assigned project of insurance companies and mutual fund firms had completely transferred client accounts to LPL Financial as the broker-dealer of record of the accounts.
 Supported the incoming block transfer of AFG, Inc., consisting of approximately 50 advisors and $2 billion of
Assets Under Management.
 Processed various types of distributions ranging from $50,000.00 to over $500,000.00 per shift.

Oct 2011 - May 2012

Financial Analyst Intern


Boutique San Diego based registered investment advisory firm focused on multiple U.S. geographic markets of retiring employees of fortune 500 pharmaceutical, major telecommunications and oil company.  

Financial Analyst Intern
General and introductory internship to the wealth management field to include cross functional exposure in General Investment Research (Equities, Fixed Income and ETFs), Marketing, Sales/Financial Advisor Support, Data Analysis, Customer Relationship Management, Operations and Compliance support.  

Major Achievements
 Resolved and reported discrepancies between data in the in-house portfolio management and reporting software PortfolioCenter® and Charles Schwab website data feed/reports.
 Monitored and updated previous day activity and corresponding opportunities in by confirming data in NetX360® to alleviate potential risk of losing client accounts.
 Collaborated and proactively resolved outstanding issues with in-house and remote financial advisors regarding "RetireKits"(cash flow analyses) and other systems issues.



M.B.A Financial Management

National University


B.A. Ethnic Studies; Minor Psychology