Operations Associate → Senior Operations Associate

Vestwell

2021 – 2023

• Collaborated with Engineering, Customer Service, and Product teams to optimise platform features and elevate user experience.

• Led project with product team to define and prioritise new features for internal UI migration, enhancing operational efficiency.

• Orchestrated and executed a critical data reconciliation project:

• Developed comprehensive procedures and led team execution

• Provided regular stakeholder updates

• Collaborated with engineering, product, and third-party vendors to implement systemic improvements, mitigating future operational errors

• Identified and analysed technical bugs, assessing their impact on platform database and operational processes; partnered with Engineering and Product teams to implement effective solutions.

• Created comprehensive team documentation, streamlining onboarding processes and enhancing cross-departmental visibility.

Personal Activities Compliance Intern

Robert W. Baird

2019 - 2021

• Assisted in reforming company policies on brokerage account monitoring, contributing to improved efficiency and risk management.

• Participated in projects to enhance compliance communications, demonstrating ability to translate complex information into user-friendly formats.

• Managed account and HR data for compliance tracking, showcasing data management and analytical skills.

• Communicate with associates across business units to assist in comprehension of compliance rules.

Procurement Intern

Veolia

Summer 2019

• Supported maintenance of procurement records and databases, demonstrating data analysis and management skills.

• Participated in supplier meetings, developing skills in stakeholder communication and requirements gathering.