Financial Specialist Career Research and Resources
Continental Broker Dealer Corporation
Lead the development of a new department focusing on managed money and financial planning. The company has several branches in other states and 190 brokers. Up to this time all production had been focused in dealing with individual stocks. Presentations were developed and a series of seminars were held for the public. I worked with the team leaders and provided training for the brokers on managed money, annuitization, asset...
Avg. Salary: $45,000 · Company Rank: Not Available
Merrill Lynch
Graduated from the Professional Development Program with its highest rating, Far Exceeds Requirements. Qualified for the maximum program bonus ($43,000) and 3 advanced training classes in Princeton, NJ. In 1999 I worked as one of 3 licensed brokers on a 5 person team managing $140MM of assets. In that one year, we increased sales by 15% vs. the firm average of 9% and increased the annuitized production from 38% to over 6...
Avg. Salary: $45,000 · Company Rank: Not Available
Johnson Pharmacy
Developed a business plan and goals. Managed a staff of 7-12 people. Oversaw the store design including fixtures, layout, merchandise selection, and inventory control. Directed the computerization of the accounting and the pharmacy. Prepared feasibility studies for several proposed acquisitions.
Avg. Salary: $45,000 · Company Rank: Not Available
Westcon Group
• Recruited to execute worldwide strategic growth plans of company reporting to the Group CFO. Propelled company into new geographical, product and customer markets in IT distribution generating incremental sales of $706MM (25%) and incremental EBITDA of $36MM (35%) through six deals worldwide. Led and institutionalized company-wide M&A function. • Sourced, evaluated and executed the Company’s strategic acquisitions/inve...
Avg. Salary: $200,000 · Company Rank: Not Available
Ernst & Young LLP
• Led 2-5 person financial due diligence teams; identified unique purchase price adjustments, contract negotiation points and working capital adjustments; findings resulted in client’s favorably renegotiating purchase price, terms and/or reducing risk. • Completed 20+ US/international deals each valued up to $1BN. Specialized in buy/sell side, JV and carve-out advisory services to strategic/financial clients. Authored tho...
Avg. Salary: $200,000 · Company Rank: Not Available
KPMG LLP
• Executed M&A, financing and lead advisory services; point person for UK inbound deals to US, promoted to Manager. • Hand-picked by KPMG national partnership to perform in-house due diligence on Arthur Andersen.
Avg. Salary: $200,000 · Company Rank: Not Available
Arthur Andersen
• Consulting: Provided strategic advisory services including in-depth competitive market analysis and business valuations. • Assurance: Performed financial statement analysis to establish external audit opinions on financial statements.
Avg. Salary: $200,000 · Company Rank: Not Available
Real Estate Investor
• Built residential property portfolio, negotiated favorable financing resulting in a 10% ROI to date despite challenging market.
Avg. Salary: $200,000 · Company Rank: Not Available
Diversified Realty Asset Management, Inc.
Meet with clients to determine goals for each asset. Prepare business plan to maximize proceeds or recovery. Manage third party service providers including property managers, brokers, attorneys and tax appeal companies. Report on a daily basis to client with monthly written reports.
Avg. Salary: $107,500 · Company Rank: Not Available
KeyBank Real Estate Capital
Responsible for the performance of a $500 Million+ portfolio of real estate equity investments and mezzanine loans. Superivised a staff of asset managers.
Avg. Salary: $107,500 · Company Rank: Not Available
