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Brennan B

Developing Business Financial Analyst

Occupation:

Financial Examiner

Location:

Charlotte, NC

Education Level:

Master

Will Relocate:

No

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Developing financial analyst with exceptional interpersonal communication and leadership skills. Resourceful, creative, loyal, etc.

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 10/2007 - Present
Wachovia Corporation (Confidential) 3/2006 - 10/2006
Woodforest National Bank (Confidential) 6/2005 - 3/2006
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SCHOOL MAJOR YEAR DEGREE

Gardner-Webb University Business Administration 2007 Master Degree
Gardner-Webb University Business Administration 2005 Bachelor Degree
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Highlights:

Companies I like:

Bank of America, Vanguard, IBM, Duke Energy, AXA, SPX, Transamerica

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Served as team lead in external audit reporting (SAS 70) with KPMG. Completed compliance reporting on a monthly, quarterly, and annual basis for a group of 13+ sub-advised mutual fund/separate account clients including AEGON, ING, Prudential, and MMA Praxis. Completed trade testing on a monthly basis in the following areas: Trade re-allocations, IPO syndicate analysis, and sequential allocations. Developed and implemented process improvements to enhance the Evergreen investment error documentation and reporting process to provide detailed information to executive management (CEO, CIO, and COO) on a monthly basis.
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