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

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

SCHOOL	MAJOR	YEAR	DEGREE
Gardner-Webb University	Business Administration	2007	Master Degree
Gardner-Webb University	Business Administration	2005	Bachelor Degree

Highlights:

Companies I like:

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

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

• Process Improvement
• Process Development
• BRD
• Investment Compliance
• Management Reporting
• MFTP
• CRD
• Bloomberg
• International Portfolio Reconciliation
• Financial Statement Analysis
• GL Accounting

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.