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Banking Industry, Bloomberg, Due Diligence, Emerging Markets, Equity, French Language, Investment Banking, Investment Opportunities, Banking
PROFESSIONAL SUMMARY In August of 2015 I obtained my Texas Real Estate License and established a LLC for the purpose of pursuing Commercial Retail Properties. My duties will touch every part of the process from research and finding properties for sale, through management of the property, on to executing an exit from the property. After 20 plus great years in the Financial Services Industry I took advantage of an opportunity...
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Communications, Documentation, Annuity, Sales, Financial, Insurance, Series 4, Support, Email, Securities, sales, product demonstrator, brand ambassador, retail, compliance manager
QUALIFICATIONS: Understanding Profit and loss statements and balance sheets Use of Quickbooks accounting software single and double entrée Figures. Processing sales and use tax figures and extensions Processing of accounts receivable and payables. Debit and credit card Entrees. Preparation of tax returns from software entrees
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Securities, Tax Preparation, Certified Public Accountant, Quick Books, Quickbooks, Accounting, Accounting Software, Accounts Receivable, Balance Sheet, Credit Card, accounting
Ideal Companies: Transamerica Financial Advisors, Transamerica Financial Advisors
Tags for this Online Resume:
Insurance, Life Insurance, Accounting, Audit, Automation, Business Analysis, Business Analyst, Fixed Income, High Yield, Inside Sales
