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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 proficiencies as well as leadership and organizational skills.
  • 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, conducted and presented numerous workshops with operations employees and trained new hires.
  • 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 and Spanish speaker.

Work History


Client Account Data Analyst

  • 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 including static name and address data, settlement instructions and trade confirmation details.
  • Investigated existing business processes to suggest and implement new solutions, replacing outdated methods with more functional systems utilizing Microsoft Excel, Access and Miscrosoft Visio, VBA and SharePoint technologies.
  • Functioned as Data Team Robotics Process Automation DIY configurator, building automation scripts to handle structured tasks previously done by hand, freeing up manpower and resources to complete other responsibilities.
  • Active participant in providing collaborate, constructive discussion on how to mitigate risk involved in business processes and create new solutions that deliver enhanced value. 

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, OECD Common Reporting Standard requirements and other compliance measures.
  • 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 account onboarding processes.
  • Designed and implemented advanced Excel tools including user form based macros to improve turn around time, increase accuracy and reduce manual time spent producing reporting metrics.

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.

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 & Achievements


B.Sc Economics

Georgia State University
  • Graduated summa cum laude with a 3.97 GPA.
  • Minor in Computer Information Systems.
  • Completed degree in three years by taking summer semesters and maximum course load.

Microsoft Office Specialist - Excel


Certified Microsoft Office Specialist using Microsoft Excel 2010


UBS DIY Robotics Configurator

  • Completed two week certification training program led by Deloitte instructors to become authorized to work on robotics automation process projects for UBS using AutomationAnywhere software.