• Evaluate, assess, and deliver constructive and precise written feedback of Fee setups based on Global Capital Markets, Custody, Retirement, and Wealth Advisory business lines. • Provide leadership and oversight on various internal maintenance reporting by ensuring accuracy and efficiency across team members. • Prioritize and manage significant BAU workload to meet Service Level Agreements (SLAs) and internal service delivery standards. • Identify control improvements and collaborate across multiple areas to identify effective and practical controls to deliver automation implementation via Tableau reporting. • Administer and maintain month-end exception reporting across entirety of Fee Team via Tableau

M&T Bank | Jun 2022 - Feb 2023

RTA Corporate Trust Associate

• Analyze and interpret Corporate Trust securities account details for incoming documentation from internal business partners and bondholders. • Identify processing issues and control improvements to increase productivity and process efficiencies while determining solutions to provide optimal and consistent client experience. • Provides research of operational and calculation discrepancies to line of business to warrant regulatory deadlines and expand customer relationships. • Maintains accuracy for processing and verification of other processed documents submitted by team members. • Built relationships across Global Capital Markets business line to enhance strategic objectives

M&T Bank | Sep 2021 - Jun 2022

WISD Fee & Operations Shared Services Associate - Team Lead

• Led Wealth Management Processing Team providing direction for the execution and maintenance of investment portfolios of high net-worth clients exceeding $10 million and ultra-net worth clients exceeding $50 million. • Directed business line activity for new private client enrollment, produced performance reporting to ensure alignment with cost thresholds and evaluated toolset, i.e. Tableau, Revport, etc., features to simplify user experiences and improve standard Service Level Agreements (SLAs). • Managed and processed the Boston Consulting Group (BCG) Price Realization project including portfolio cost basis recalibration given historical client activity and market performance. • Built relationships across multiple verticals including Business Intelligence and Information Technology to enhance the effectiveness towards the strategic intent. • Guided, coached, and mentored team members within Shared Services to achieve personal and professional success. • Championed the continued commitment to quality and excellence with WISD Fee & Operations Specialist responsibilities.

M&T Bank | Aug 2017 - Sep 2021

WISD Fees and Operations Shared Services Specialist

• Interpretation of complex client agreements including enrollment forms, fee memos and other supporting documentation to ensure timely and accurate setup for processing new and existing business through data entry. • Researched Wealth Institutional Services Division (WISD) multiple product line offerings for Wealth Management and Global Capital Markets to achieve operational excellence. • Partnered with key stakeholders spanning various lines of business to provide an optimal client experience. • Participated in collaborative initiatives and instrumental in identifying best practices to enhance features and establish opportunities for control improvements to simplify and add value to existing business processes. • Executed the Wealth Management Trust Account Price Realization project which broadly defined client portfolio fee structure to maintain alignment with the profitability agenda.

My Education

Take a look at my formal education

Bachelor of Science in Business AdministrationWidener University | 2017

About Me

Experienced Operations Associate with expertise in optimizing productivity, efficiency, and service delivery across multiple lines of business. I am looking to start a pathway into technology by building new skills via SQL, Tableau and Excel.

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