Experienced banking and finance professional with expertise in research and academic instruction. Skilled in collaborating to achieve organizational goals and driving business growth. Known for thriving in high-pressure environments while maintaining a client-focused approach. Specializes in research development with a focus on leadership practices.
Overview
18
18
years of professional experience
Work History
Adjunct Professor of Business Administration
Post University
10.2022 - Current
Facilitate business courses and integrate multi-academic platforms (Blackboard, Canvas, & Bongo).
Implement diverse teaching styles to meet the needs of a diverse student population.
Foster a conducive classroom environment for learning and character building.
Assist students in achieving learning objectives and developing custom course syllabi.
Deliver course lectures using modern technology to enhance student comprehension.
Develop and adjust course syllabi according to curriculum and university guidelines.
Legal Client Manager- Law Firms
Convera
03.2015 - Current
Manage a legal portfolio (Intellectual Property law firms) of 260+ clients, generating $3.3M annually.
Identify hedging strategies for business leaders through forecasting data.
Provide integration solutions via Chrome River, Elite, and Aderant for managing invoices, travel, expenses, and budgets.
Leverage statistical models for foreign exchange and currency valuation.
Establish process changes to improve efficiencies and negotiate credit trade limits.
Ensure compliance with OFAC regulations on financial transactions.
Manages a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
Business Officer
Georgetown University
06.2014 - 01.2015
Manage all financial transactions for shared service center departments.
Ensure compliance with university policy and support across departments.
Serve as designated HR contact for shared service center departments.
Support internal audits related to university financial transactions.
Provide reporting and analysis for internal financial transactions.
Built strong relationships with key stakeholders to foster collaboration and ensure project success.
Managed financial operations for increased profitability, including budgeting, forecasting, and expense control.
Assistant Manager
The Comptroller of Maryland
01.2012 - 06.2014
Oversee internal tax preparation and filing process for the state of Maryland.
Conduct audits to ensure compliance with local, state, and federal laws.
Manage and update tax database for processing tax codes.
Support fraud department in identifying fraudulent state tax returns.
Partner with the Information Technology department for operational tax form testing.
Assist with design, evaluation, and revision of state tax documents.
Conducted employee performance evaluations, providing constructive feedback for growth and development.
Increased employee performance and job satisfaction to strengthen retention and engagement.
Streamlined tax preparation operations for increased efficiency, implementing new processes and procedures.
Assistant Branch Manager
Capital One Bank
03.2011 - 01.2012
Provide support in daily banking operations including account opening and customer inquiries.
Maintain general ledger process and reconciliations.
Assist in career development and performance management of branch employees.
Lead employee performance evaluations and reward top performers.
Create annual audit schedules based on internal audit committee initiatives.
Collaborate with store manager to develop strategies for achieving sales goals.
Supervised a team of 6 branch employees and made recommendations regarding performance evaluations.
Assistant Branch Manager
Bank Of America
06.2006 - 03.2011
Conduct internal audits on bank functions to ensure compliance.
Provide support in account opening, customer engagement, and branch culture.
Ensure bank compliance with federal, state, and internal regulatory requirements.
Present audit findings to senior management for review and action.
Provide training to associates for high performance and compliance.
Organize schedules, workflows, and shift coverage to meet business demands.
Trained and developed new team members in alignment with branch service standards and objectives.
Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.