•Optimize trade execution between trust accounts through internal software (SEI) enabling accurate fund transfers ranging from $100k – $2 m with tasks being investments, withdraws, tax harvest, and adding new sub-trust accounts
•Facilitate seamless communication and financial transactions between strategic managers and money managers
G
Google
Product Specialist Lead-intern
Mountain View, CA, United States, 94043
May 2022 - August 2022
D
Deloitte
Information Technology Service-Intern
Nashville, TN, United States, 37250
June 2021 - July 2021
Skills
Technical skills
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Skills
Proficient in Microsoft Office (Word, PowerPoint, Excel, Publisher [2003-2013]), Adobe Reader. Online applications such as Dropbox, Google Drive, OneDrive, and TeamViewer. 50 WPM.Tableau