I am a financial services analyst with more than 9 years of experience supporting investor reporting, reconciliation, cash management, and custodial account operations. My background includes working across mortgage servicing, annuity services, and branch management environments, where I have helped improve financial workflows and maintain regulatory compliance.
I have built my career around executing complex financial transactions accurately and efficiently. In my current role, I manage weekly financial transactions, support team communication, and help ensure adherence to GNMA, FNMA, and FHLMC policies. I also contribute to operational efficiency initiatives that reduce reconciliation discrepancies and strengthen financial integrity.
Previously, I worked on Salesforce optimization, investor accounting, and mortgage subservicing workflows. I have experience gathering requirements, improving user experience, and supporting reporting functions that help teams make better operational decisions. My work has often involved translating complex financial and technical concepts into practical solutions for stakeholders.
I am comfortable working with data analytics, SQL reporting, and system documentation to improve reconciliation and forecasting processes. I have also supported model development, code reviews, and SDLC activities for reporting tools used in large-scale financial operations. These experiences have strengthened my ability to combine analytical thinking with technical execution.
My earlier roles in annuity distributions and branch management gave me a strong foundation in customer service, operational leadership, and financial controls. I have handled high-volume environments, resolved account issues, and supported teams in meeting performance and compliance goals. This has helped me develop a balanced perspective on both client needs and business requirements.
I hold FINRA Series 6 and Series 63 certifications and have completed SQL training. I am based in Milwaukee, Wisconsin, and I bring a detail-oriented, compliance-focused, and data-driven approach to financial operations and analyst work.
Initiate and complete weekly financial transactions for custodial account management and investor reporting; manage team communication channels; ensure adherence to GNMA, FNMA, and FHLMC policies; coordinate engagement initiatives; execute security orders; support operational efficiency projects.
Led requirement gathering for Salesforce optimization; improved investor accounting and mortgage subservicing workflows; processed retirement applications; facilitated beneficiary communication; managed pension calculations and cashbook reconciliations; supported annuity risk transfer consulting; mitigated custodial overdraft risk.
Advised leaders on reconciliation efficiency and revenue growth; simplified investor reporting concepts; led data gathering and modeling for MBS remittance forecasts and audit controls; governed analytic model development; conducted code reviews; managed SDLC for reporting models.
Reconciled taxation and Required Minimum Distributions; resolved order completion problems; analyzed mortality experience data; supported cash flow testing; engaged in marketing and proposal development; supervised afternoon operations and supported filing and valuation projects.
Evaluated branch performance reports and audits; set performance expectations; integrated business partners; drove mortgage and loan growth; built customer relationships; supported financial integrity and accounting standards.
Bachelor of Science
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