EDUCATION

SUFFOLK UNIVERSITY

Boston, MA

Master of Business Administration

BABSON COLLEGE

Wellesley, MA

Bachelor of Science in

Business Administration

KEY AREAS OF EXPERTISE

Business Management

Office Management

Business Development

Administrative Processes

Program Development

Project Management

Process Improvement

Data Research & Analysis

Financial Analysis

Report Generation

Staff Training & Development

Workflow Optimization

Customer & Client Services

Relationship Management

Proactive Problem Solving

Effective Communication

Critical & Creative Thinking

Excellent Organizational Skills

Astute Attention to Detail

Time Management

Results-driven professional with a background in managing office operations and providing comprehensive oversight and support of project and program initiatives in fast-paced, deadline-driven environments. Adept at building collaborative relationships with internal and external business partners while focusing on organizational goals and objectives, the long term vision, and providing superior service across the board.

PROFESSIONAL EXPERIENCE

US CENSUS BUREAU, Des Moines, IA – 2019 to 2020

Senior Administrative Clerk

Worked closely with US veterans to complete the employment application process

Researched and gathered data to obtain veteran discharge papers

Performed administrative tasks in support of census field staff

Processed daily casework assignments and filing documents

Trained office employees on USA Federal employee policies and procedures

Conducted phone interviews that resulted in the recruitment of 50 field supervisors and 3.4 thousand enumerators for the State of Iowa

(Unrelated part-time positions – 2018)

WELLS FARGO BANK, Des Moines, IA – 2017

Client Services Income Collection Consultant

Conducted outgoing phone calls for the collection of 90+ days past due line-of-credit and personal loans

Consulted with clients to establish alternative repayment plans and payment schedules

Handled spanning collection issues, customer refunds, account adjustments, client discrepancies, and short payments

Monitored and maintained assigned accounts, boosted accounts receivable collections, and reduced account delinquencies

Worked with sales and senior management to accelerate the collection process when required

(Full-time primary caregiver for mother with Alzheimer’s – 2011 to 2016)

US CENSUS BUREAU, Providence, RI – 2009 to 2010

Field Office Operations Manager

Participated in all phases of field operations for the 2010 Federal census covering territories in Massachusetts and Rhode Island

Oversaw all activities of field data collection

Supervised a team of Census field supervisors and office support clerks

Organized a diverse informational program for ethnic community associations to publicize census employment opportunities

Collaborated with the Director to test, select and train qualified multi-lingual individuals for all numerator and clerical positions

LOVELY AND COMPANY, Providence, RI – 2006 to 2009

Office Manager, Registered Financial Planner

Managed daily office operations for a privately owned financial planning company

Executed stock, bond, and options trades based on strategic research and analysis and client and Company owner requests

Transferred and processed paperwork for over 400 existing and new accounts within meticulous guidelines

Developed and implemented analytical tools to track revenue and expenses

Created internal documentation to ensure compliance with SEC and State obligations and industry-wide regulatory audits

Educated returning veteran families on financial, insurance, and retirement plans

Earned the Series 6, 7, and 63 required licenses

(Experience before 2006)

PNC BANK GLOBAL INVESTMENT SERVICING, Westborough, MA

Investment Control Manager Specialist (promotion)

Investment Control Supervisor (promotion)

Senior Controller (promotion)

Controller

Managed all phases of SEC, state regulators, and internal audits

Successfully bolstered unit profitability through diminished restitution of payments to clients

Trained and mentored a team of direct report accounting supervisors

Oversaw the identification and correction of bookkeeping inaccuracies in mutual fund shareholder accounts

Developed new policies and procedures manuals

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