Alexandria, Virginia, United States
Recent St. John's University MBA graduate with a passion for strategic problem-solving and a drive to leverage business insights for impactful growth.
• Assisted in client onboarding by preparing new account forms and processing completed documents • Processed money movements including ACH withdrawals, check requests, and deposits for clients • Updated quarterly 401k monitoring reports to ensure appropriate lineup for clients • Researched funds through Morningstar and Fi360 for advisor due diligence • Adhoc projects including compliance, filing, organizing, and internal audit
• Compiled and analyzed advertising data, built and maintain Excel trackers, updated databases, and prepare monthly reports • Researched and drafted press releases and articles, including articles published in the monthly Textile Services magazine • Inputted in Excel and analyzed data sent from clients to ensure safety requirements were met