Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Popular Community Bank
Underwrote all commercial loan requests and managed existing commercial loan portfolio for the Central Florida region Prepared and analyzed business financial spreads and prepared business and personal cash flows to adequately assess loan risk and rating Prepared thorough written analysis of all new loan requests, renewals and annual reviews relative to financial strengths and weaknesses of the borrowers and guarantors,...
Avg. Salary: $0 · Company Rank: Not Available
SunTrust Bank
Underwrote requests for the Business Banking Center servicing 5 states Reviewed loan requests for all types of businesses including Not-for-Profit Organizations; Private and Franchise Analyzed all personal and business financial reports and prepared business financial spreadsheets and personal cash flows including global cash flows to adequately assess credit risk, collateral adequacy and appropriate loan structure Pr...
Avg. Salary: $0 · Company Rank: Not Available
Banco Popular NA
Was responsible for the daily operation of a successful centralized commercial loan underwriting department servicing six states Recommended new policies and procedures to upper management based on current market trends and contributed to prudent credit policy making Was instrumental in transferring and centralizing the processing of all small business lines of credit renewals, reviews and reaffirmations for the NY regi...
Avg. Salary: $0 · Company Rank: Not Available
Golago, Inc.
Spearheaded the financial projections and valuation of the company. Raised the first two seed rounds of investment (300k at a 3M valuation). Brought on early clients to act as beta testers. Worked closely with the company lawyers in drafting all the necessary legal documentation for the early investors.
Avg. Salary: $120,000 · Company Rank: Not Available
RR Donnelley
Marketed Venue, RR Donnelley's Virtual Data Room (VDR) solution to investment banks and private equity funds in the U.S., and to multinational corporations, investment banks and law firms in Latin America.
Avg. Salary: $120,000 · Company Rank: Not Available
Ernst & Young, LLC
As an associate in the Latin American Business Center (LABC) I worked closely with senior management and the partners within the group on an array of different deals in Latin America, with a focus on Mergers and Acquisitions in Mexico and Brazil.
Avg. Salary: $120,000 · Company Rank: Not Available
WestPoint Financial Group
I am responsible for developing a base of clients by engaging them in a comprehensive process focusing on three broad areas: wealth accumulation and protection, risk management and legacy planning, with a particular emphasis on retirement income planning. Strategies include sophisticated asset allocation and portfolio design, business succession, estate planning, tax-deferred savings and risk mitigation. Products and soluti...
Avg. Salary: $120,000 · Company Rank: Not Available
Northwestern Mutual
I served as a wealth management advisor providing financial planning services and solutions to my clients through a comprehensive process focusing on three broad areas: wealth accumulation and protection, risk management and legacy planning, with a particular emphasis on retirement income planning. Strategies include sophisticated asset allocation and portfolio design, business succession, estate planning, tax-deferred savi...
Avg. Salary: $120,000 · Company Rank: Not Available
City Securities Corporation
I was recruited to spearhead the rollout of the Wealth Advisors Division of City Securities Corporation to deliver comprehensive financial planning services and institutional money management to a higher level of client than the firm traditionally served, integrating all portions of their existing business platform, from asset management to insurance to corporate finance, into a single integrated service offering.
Avg. Salary: $120,000 · Company Rank: Not Available
Bingham McHale LLP
I was a key member of the firm’s Business Services and Wealth Transfer Planning Practice Groups. I routinely advised and consulted with individuals and business owners on a broad range of issues and problems, including contract disputes, tax controversy and business succession planning. I was also a frequent speaker on topics related to estate planning, trust and estate administration, business structure and choice of entit...
Avg. Salary: $120,000 · Company Rank: Not Available
