{"$schema":"https://raw.githubusercontent.com/jsonresume/resume-schema/v1.0.0/schema.json","basics":{"name":"Ana I. Stagg","label":"Securities & Derivatives Analyst — Custody Billing & Financial Operations","url":"https://anastagg.com","summary":"Bilingual Securities & Derivatives Analyst at Citi supporting global custody and safekeeping operations for institutional clients — fee calculation, contractual pricing validation, invoice reconciliation, billing quality assurance and compliance. B.S. in Business Administration (HRM) & Psychology. Full professional fluency in English and Spanish.","location":{"city":"Tampa","region":"FL","countryCode":"US"},"profiles":[{"network":"LinkedIn","url":"https://www.linkedin.com/in/ana-stagg6774"},{"network":"Web","url":"https://anastagg.com"}]},"work":[{"name":"Citi","position":"Securities & Derivatives Analyst","startDate":"2025","summary":"Owns the billing and fee-calculation lifecycle for institutional custody clients: custody/safekeeping fees across equities, fixed income, mutual funds and ETFs; validates against contractual pricing; generates and reconciles invoices; investigates discrepancies; QA and month/quarter-end close.","location":"Tampa, FL"},{"name":"Tranzact Insurance","position":"Bilingual Licensed Health Insurance Agent","startDate":"2021-04","endDate":"2022-12","summary":"5,000+ bilingual calls; ~35 monthly Medicare Advantage enrollments; zero PII violations; CMS-compliant.","location":"Tampa, FL"},{"name":"Luxottica","position":"Sales Supervisor","startDate":"2019-04","endDate":"2020-06","summary":"Led a team of 10 across 5+ locations; consistently met a $90K monthly sales target.","location":"Tampa, FL"},{"name":"Epic Systems","position":"Bilingual Call Center Agent","startDate":"2018-12","endDate":"2019-04","summary":"8,000+ bilingual calls incl. sensitive class-action and identity-theft matters; 100% process quality assurance.","location":"Tampa, FL"},{"name":"Amazon Flex","position":"Delivery Partner (Independent Contractor)","startDate":"2022-03","endDate":"2025","summary":"9,500+ deliveries with zero concessions or violations.","location":"Tampa, FL"}],"education":[{"institution":"Keiser University","studyType":"Bachelor of Science","area":"Interdisciplinary Studies — Business Administration (HRM) & Psychology"},{"institution":"Pasco-Hernando State College","studyType":"Associate of Arts","area":"General Studies"}],"skills":[{"name":"Custody Billing & Fee Operations","keywords":["Custody & safekeeping fees","Contractual pricing schedules","Invoice generation & validation","Billing reconciliation","Month/quarter-end close"]},{"name":"Controls, Compliance & QA","keywords":["Quality assurance & controls","Regulatory compliance","Discrepancy investigation","Root-cause resolution","PII handling","Audit-readiness"]},{"name":"Analysis & Reporting","keywords":["Advanced Microsoft Excel","Data analysis & reporting","Billing & reconciliation platforms"]}],"languages":[{"language":"English","fluency":"Native or bilingual"},{"language":"Spanish","fluency":"Native or bilingual"}],"meta":{"slug":"anastagg","availability":"open","targetRoles":"Securities & Derivatives / Custody Billing Analyst; Financial Operations & Reconciliation; Billing QA, Controls & Compliance; Bilingual Institutional Client Servicing"}}