Branch Sales & Service Representative2017-2018
Branch Sales & Service Associate2018-2019
Branch Banker2019-2020
Completed the PNC Leadership Development Program, a high-performer program focused on preparing associates for advancement into specialized financial roles.
Deployed across the PDSJ region to onboard and coach Branch Relationship Managers on multi-channel client-book development.
Consistently outperformed branch sales goals while maintaining exceptional client service.
Client Service Associate2020-2021
Portfolio & Trust Administrator2021-2022
Managed end-to-end account setup, funding, and servicing for complex irrevocable trust portfolios within a highly regulated environment.
Served as a primary point of contact for trust officers, legal counsel, and beneficiaries, coordinating across stakeholders to resolve complex account and servicing requirements.
Translated client and operational requirements into practical solutions while balancing service quality, underlying data, and regulatory constraints.
Trader2022-2023
Portfolio Specialist2023
Sr. Portfolio Specialist2023-2025
Manage daily trade execution across client liquidity needs, portfolio re-allocations, and new business for the firm’s $12B UHNW Wealth Management UMA products.
Mapped, documented, and trained the end-to-end trading workflows for new UMA product offerings and SRM platform migrations while maintaining SLA performance without client or business disruption.
Architected the Brinker Trading PowerBI dashboard 0->1, partnering with a developer, to monitor daily trading volume and metrics previously siloed in vendor databases to develop actionable KPI metrics, automated alerts, and data visualizations using the 3-30-300 framework.