Accountant Career Research and Resources
Moore Ingram Johnson & Steele
Bill clients, cash management, daily check runs, customer service, perform conflict checks.
Avg. Salary: $45,000 · Company Rank: Not Available
City National Bank
My respnsibilities were to maintain and grow a high net worth portfolio. Duties included monitoring all accounts, establishing new accounts, new loans and marketing the bank as a whole.
Avg. Salary: $67,500 · Company Rank: Not Available
Sun West Bank
Responsibities were to market the bank for all products sold. Duties included growing a portfolio which centered in business customers. I established new accounts and supported their growth by new loans. We offered mostly commercial loans both real estate and regular commercial term and lines of credit.
Avg. Salary: $67,500 · Company Rank: Not Available
Wells Fargo Bank
Repsonsibility included maintaining and growing a high net worth client portfolio. Duties included working with clients to as a guide through the financial banking world. I would team up with other employees to support the growth and risk management of clients assets which included stock portfolios and trust management.
Avg. Salary: $67,500 · Company Rank: Not Available
Nevada State Bank
Responsibilities and duties were to expand a commercial real estate portfolio. This was accomplished by hard work and networking with brokers and real estate sellers.
Avg. Salary: $67,500 · Company Rank: Not Available
Compliance Advisor Professionals LLC
As Vice President I controlled all financial areas of the firm using QuickBooks and Quicken. Additionally, I assisted senior management in contributing to critical financial procedures and initiatives while assisting clients with state and federal investment adviser registrations and all regulatory filings. I managed over 30 client accounts - keeping their compliance documents up to date and registering Investment Advisors...
Avg. Salary: $62,000 · Company Rank: Not Available
Eastern Bank
Service retail & business customers as needed: •open deposit accounts •prepare and process loan applications for various lending units (mortgage, consumer, small business, etc) •close loans for customers for applicable business lines (i.e. consumer lending) •make referrals to other bank business lines and third party partners •proactively reach out, by phone and in person, to high-value customers in efforts to retain ...
Avg. Salary: $62,000 · Company Rank: Not Available
City National Bank
Underwrite small business commerical and government guaranteed loans. Also managed a loan portfolio of more than 50 loans.
Avg. Salary: $0 · Company Rank: Not Available
SS&C Technologies
Provided Management support and Hedge Fund accounting for over three years. At SS&C Technologies I was promoted twice a staff level accountant to a Supervisor. I am a quick learner and a very dedicated employee. I don’t only want to succeed, I want to help the company succeed. Using my excellent interpersonal skills I strengthened the relationship between the company and our clients. I have a cheerful, always ready to help...
Avg. Salary: $72,000 · Company Rank: Not Available
Citi Private Equity Services
Provided Hedge Fund accounting and Tax preparation for Citi PE Services. I started as a Fund accountant and when the department was moved out of state, was offered a Tax position within the firm. As a Fund associate my responsibilities were: Independently price securities including stocks, bonds, forwards, options and swaps. Calculate the NAVs, performance percentages, management and incentive fees.
Avg. Salary: $72,000 · Company Rank: Not Available
