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Work experience

Sep 2010Dec 2014

Assistant Vice President

JPMorgan Chase
  • Manage team of direct managers and individual contributors covering top tier mutual fund complexes and institutional banking clients, providing basic to complex treasury and custody products
  • Lead and provide direct client consultation for monthly custody client service reviews to include internal and external senior management teams as well as Mutual Fund Due Diligence reviews
  • Enact inquiry reduction initiatives for client base through client inquiry root cause analysis
  • Develop client ready techniques and best practices to improve business efficiency and productivity
  • Achieved a reduction in client investigation inquiries by 65% within 6 months Executed plan for current team to absorb coverage for three new clients without additional headcount
  • Train, guide and lead team of eleven representatives in global asset movement, foreign exchange, and asset services
  • Liaise with J.P. Morgan global treasury and custody network regarding securities and cash settlement across 50+ currencies and markets
Oct 2007Sep 2010

Latin America Corporate Actions Analyst

  • Supervised Latin America corporate actions analysts/researchers for top tier clients Presented causal analysis of asset services inquiries specific to income and corporate actions
  • Developed action plans for procedural enhancements to department processes and procedures
  • Created and presented performance reporting for top tier clients to senior management monthly
  • Innovated fresh client experience techniques through direct customer interaction
  • Created instruction plans and training materials for client visitations
  • Performed client investigations, including market research to satisfy client needs
Mar 2007Oct 2007

Client Services Associate

GunnAllen Financial
Acted as liaison between clients and the headquarters, resolving daily trade and account issues
Communicated current product and account continuance strategies through direct advisor outreach


May 2007

Bachelor of Science - Management and Economics

University of South Florida


Client Experience
Best in Class Client Experience