I've been a Financial Advisor for over eight years and I'm currently looking to broaden my experience within the Finance industry.

Highlights:

Implemented loan loss reserve reporting for company, promoted three times with current company.

Companies I like:

Merrill Lynch, Morgan Stanley, UBS, etc.

Time Management
Detail Oriented
Financial Forecasting
Budgeting
Forecasting
Variance Analysis
Account Analysis
Reconciliation
FSG
DBI
EPB
OFA
Discover
XML Publisher
Financial Accounting
Statistical
Report Writing
SOX Compliance
Hyperion Planning
Hyperion Essbase
SAP
P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• Finance
• Financial Analysis
• Business Development
• Sales Manager
• Relationship Manager
• Financial Services
• Portfolio Management
• Wholesaler
• Investments

I presently manage $10 million investment portfolio. Also, I am responsible for all financial reporting for our brokerage department.