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About Me

  • Motivated to gain new skills, meet new colleagues and tackle new challenges. Engaged in developing my career through broadening my own knowledge and technical proficiency.
  • Confident communicator and team player with a collaborative nature and a passion for being involved in the sharing and presentation of ideas. Delivered team demonstration of IT platform to UBS senior management for UBS Hackathon 2017 and Lunch and Learn seminars with Operations employees.
  • Globally minded and interested in collaborating with colleagues across borders. Lived abroad a total of eight years between Italy, Germany and the Netherlands. Intermediate German speaker currently enrolled in conversational courses.

Work History

1/1/2017Present

Client Account Data Analyst

UBS AG
  • Brought on as full time UBS employee after contract period ended at the recommendation of previous line manager.
  • Supported multiple investment bank business lines in the development, maintenance, and interpretation of information integral to the life cycle of client data.
  • Investigated existing business processes to suggest and implement new solutions, replacing outdated methods with more functional systems utilizing Microsoft Excel, Access and Miscrosoft Visio, VBA and SharePoint technologies.
  • Active participant in providing collaborate, constructive discussion on how to mitigate risk involved in business processes and create new solutions. 
4/20161/2017

IB Tax Onboarding Analyst

UBS AG represented by The Tuttle Group
  • Ensured investment bank client onboarding teams collected client tax documentation of new account opening requests in accordance with IRS Chapter 4 FATCA and OECD Common Reporting Standard requirements.
  • Advised internal stakeholders and clients as to the validity of tax documentation after compiling thorough knowledge of Chaper 4 regulation, UBS' internal documentation systems and a growing network of subject matter experts within the firm. 
  • Implemented advanced Excel tools to improve efficiency of internal data reporting processes and provide support to coworkers, including preparing and delivering presentations on various Excel tools to operational divisions in KYC and Account Data Management.
2/201511/2015

Operations Analyst

Driveline Retail Merchandising
  • Maintained working knowledge of client programs, objectives and expectations to deliver merchandising oriented project management to the company's largest client, Dollar General.
  • Analyzed field data to identify issues, advise field personnel and provide dashboard reports outlining project status to stakeholders.
10/20135/2014

Sales and Marketing Intern

Curian Capital LLC
  • Produced reports used by sales desk and management to monitor staff and product performance. Streamlined templates using Excel to significantly reduce turn around time. 

Education

20102013

B.Sc Economics

Georgia State University
  • Graduated summa cum laude with a 3.97 GPA.
  • Minor in Computer Information Systems.