No matter what the situation is, I will find a way to maximize efficiency and make your job smarter and simpler.

I am a graduate of King's College with a Bachelor of Science in Finance. I have been a full time employee of The Vanguard Group, the largest mutual fund company in the world, since August 2013. I am in the Fund Financial Services Department and I specialize in accruing expenses along with processing income into several different types of funds (Company Stock, Stable Value, CDs, Retirement Trusts, etc.). I process millions of dollars’ worth of transactions on a monthly basis coupled with working alongside other financial management firms regarding wrap contracts and other financial devices. Secondly, I am responsible for designing, coding, and maintaining multiple end user computing tools (mostly Excel Spreadsheets and Access Databases) to perform numerous complex financial calculations. Additionally, I have experience surrounding recruiting, contingency events, financial reporting, and project leadership. Lastly, I am a Level II CFA candidate and I can code VBA functions into financial tools as needed. I excel with process improvement and efficiency. Please feel free to contact me with any further questions regarding my expertise.