At Edward Jones, I provide advanced operational, technical, and policy support to prominent branches and top-tier financial advisors. I also investigate time-sensitive escalations, partnering across business segments to resolve complex issues.
I was selected to troubleshoot and test platform features and pilot programs, identifying system bugs and operational gaps for development teams before rollouts. I also create job aids and PowerPoint training materials that turn regulatory updates into practical branch guidance.
At JPMORGAN CHASE BANK, I directed day-to-day retail operations and served as an escalation point for complex consumer and business client disputes. I supervised and coached branch staff on workflows, software transitions, compliance changes, and client service.
Across my work, I’ve focused on strengthening advisor and client relationships, resolving operational friction, and helping colleagues navigate complex account issues. I bring an empathetic, strengths-based coaching style to high-volume service environments.
