Career Research and Resources for Companies in CA
LPL Financial
Developed a reconciliation process to transition Carson Wealth Management’s (LPL Financials largest Advisory Branch) performance reporting system to LPL’s new Consolidated Client Reporting tool. Primary relationship contact for all reconciliation related issues for Carson Wealth Management’s Client Update Coordinator. Helped to train up a team of additional reconciliation specialists to help support Carson Wealth Management...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Seamlessly took over reconciliation responsibilities for MWP & PWP platform, with AUM of 6 billion. ► Created a triage reconciliation process for days with system issues, in order to deliver reconciled accounts to the overlay trading team, with enough time to get all trading completed. ► Represented managed account operations in the Sept. 2011 Kaizen effort as an expert in the reconciliation process, and spoke on report o...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Took over operations management of Optimum Market Portfolios platform at 1.5 billion Assets Under Management (As high as 3 billion). ► Successfully managed largest trading effort to date for the platform. There were 55,000 trades executed, totaling over $130 million. ► Managed and performed all trading/operations for the Optimum Market Portfolios platform from March 2006 to Oct 2006. ► Trained and supervised three OMP Op...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Effective in developing rapport with LPL advisors while taking corrections calls, and resolving issues quickly and efficiently. ► Worked directly with Mutual fund companies across the industry, in processing L.O.I and R.O.A breakpoint trade corrections. ► In depth knowledge of Mutual Funds, Beta, Siebel, correcting trades. ► Trusted by management with quantitative skills and accuracy in processing all types of corrections.
Avg. Salary: $65,000 · Company Rank: Not Available
Kaiser Permanente
Manager of the RN, hospice aide staff. Ensures care is driven by MD orders, meets all regulatory guidelines by the CMS, and State of California Meets and coordinates staffing and schedules for patient visits and care. Evaluation of performance for all direct reports. Quality over site to meet documentation
Avg. Salary: $165,000 · Company Rank: Not Available
Union Bank NA
I managed the Investigative Unit of the Financial Intelligence Unit, supervising 5 Team Leads and 30 Investigators. I was one of the management team leaders in developing the BSA/AML Program so the Bank had the US Government's Cease and Desist Order of 2006 lifted. We investigated transactions, clients and counterparties, reporting suspicious activity to the government via SARs. I was the hiring manager for the Unit, hiring...
Avg. Salary: $0 · Company Rank: Not Available
Greater Bay Bank NA
VP / Fraud Prevention Manager, supervising 5 Investigators who worked all internal and external fraud investigations and corporate security functions such as management of guard services and executive protection.
Avg. Salary: $0 · Company Rank: Not Available
US Secret Service
In my last assignment as RAIC - San Jose CA, I managed a staff of 12 Agents and 3 administrative staff, and operating and confidential funds budgets. We worked on multimillion dollar loss investigations with the high tech industry and the financial industry.
Avg. Salary: $0 · Company Rank: Not Available
Acer America
• Effective troubleshooter, adept at solving problems rapidly. • Strong knowledge of network hardware including servers, routers, and other computer devices. • Scheduled, coordinated and deployed server updates and preventative maintenance with limited downtime. • Expert in network security protocols, anti-virus and firewall configuration. • Proven ability to integrate old systems and databases with new software applic...
Avg. Salary: $91,000 · Company Rank: Not Available
AECOM
• Manage and coordinate IT Projects financials – Budgets, Forecast, and ad-hoc analysis • Partnering with VP of IT and Project Managers to accomplish deliverables • Key player in IT Finance and performing ad-hoc financial analysis (Capitalization, Month-end close, Fixed Asset, Procurement, Modeling) • Power user for Cognos TM1 Web & Insight, Discoverer, ComSci system, and Oracle • Testing and GL validation during Cognos ...
Avg. Salary: $71,000 · Company Rank: Not Available
