Printing tool Download PDF


Dedicated and technically skilled business professional with a versatile administrative and technical support skill set developed through experience.  Highly organized individual who leads by example and establishes a professional work environment based upon respect.  Technical proficiency in Crystal Reports, SQL, Quickbooks, MS Word, Excel, Power Point, Outlook, Encore Clinical, Encore Financial, Meditech, Alert, Oasys, Global Oasys, Central Trade Manager, Tradesuite, and Vantive (Call/Case management software).

Work experience

Feb 2008Sep 2009

Business Intelligence Analyst

VNA of Cape Cod
  • Design and implement reports using Crystal Reports XI based on data pulled via SQL within Encore Clinical and Financial
  • Conversion of existing reports into Crystal Format
  • Analyze data to create reports based on client request
Jan 2002Sep 2007

Quality Data Specialist

Senior Quality Data Specialist (Jan. 2004 – Sep. 2007)

·Train clients in standardizing their settlement instructions per Standard Market Practice Guidelines to help reduce the number of trade failures due to incorrect settlement data

·Instruct clients on how to use Omgeo’s Alert software

·Work with large financial institutions to ensure their data is set up properly within Alert and the Alert field definitions

·Coordinated and responded to complex customer requests around the world on the best solutions to make necessary updates to data based on their individual company needs and resources

·Work closely with teammates in London, Manila and New York to come up with most productive Quality Data Initiative (QDI) process to best support internal and external clients

·Worked on Omgeo’s Alert Suppression project to help maximize product bandwidth

Senior Client Service Executive (Feb. 2002 - Jan. 2004)

·Handle client inquires in a high volume call center in a deadline-driven environment

·Provide technical support on all of Omgeo’s products (Alert, Oasys, Global Oasys, Central Trrade Manager, and Tradesuite)

·Successfully able to diffuse volatile client situations

·Deliver trade status and settlement instruction reports

·Set up import/export files

·Install Alert, Oasys and Oasys Global

·Sent out end of day detailed reports to the Omgeo offices in different regions


Sep 1998May 2001

Bachelors Degree

Roger Williams University


Crystal Reports
Create/Modify/Publish reports using Crystal Reports XI
Capable to read and write SQL queries to obtain information from database.