SUMMARY Experienced and dedicated financial services professional with superb interpersonal and writing skills, including the ability to communicate effectively while providing the highest level of organization and advocacy in a results oriented environment. Areas of expertise include analyzing, recording and maintaining of HNW client financial records budgeting and expense management analyzing of investment instruments tax planning and compliance for individuals, trusts and private foundations management of IT department and implementation of accounting software upgrades. Team player and hands - on leader with the ability to manage multiple tasks in a fast paced environment and adhere to deadlines while maintaining confidentiality and the highest level of administrative, management and service delivery standards. I am a consensus builder, collaborative, team-oriented, self-motivated, and can affect change.

Highlights:

• Accounting
• Assistant Controller
• Cash Management
• Management
• RIA
• Wills
• Accounting Software
• Business Analysis
• Integrate
• Reporting Packages