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Ivy L. is an accomplished professional with extensive experience in reporting and client service roles, currently serving as the Reporting and Account Maintenance Team Lead at Rockit Solutions, LLC since June 2016. In this position, Ivy L. effectively manages junior staff, overseeing work and task delegation while addressing management queries. Previous roles at Rockit Solutions include Performance Analyst, where Ivy L. validated investment performance results, and Reporting Analyst, responsible for processing client requests and utilizing the company's proprietary database tool. Prior to Rockit Solutions, Ivy L. worked at UBS as a Client Service Associate and Complex Branch Service Associate, developing a strong understanding of banking products and ensuring compliance with regulations. Ivy L. is currently pursuing a Master's degree in PMBA/MS in Business Analytics & Project Management at the University of Connecticut, having previously earned a Bachelor's degree in International Business with a minor in Finance from the University of Bridgeport.