Financial professional with exceptional interpersonal skills and customer service experience. Distinctive data collection and analytical skills. Hands-on knowledge of financial operations and industry trends. Passionate about investment strategies and portfolio management. Excels in fast-paced and diverse environments. Avid Chicago sports fan.
Scholarship recipient
Scholarship recipient.
BBA: Finance
Personal account management with stock and OTC option trading
Research and forecast data to strategically place investments
Quantitative analysis deriving from chart patterns, news, and profit earnings
Consumer trends and industry behavior inquiring
Finance
Streamline trades in accordance to policy and time restrictions
Process liquidations/purchases by check, ACH, and wire
Transfer/exchange account assets into newly established accounts by percentage, value, or shares
Review and resolve reports generated as erroneous processings and financial transactions
Administration
Research/analysis on multiple investor record-accounts
Generate multiple updates to account personal information and banking instructions
Train new employees on use of dynamic programs and methods used to execute tasks
Customer Services
Quality control for shareholder statements and tax forms generated
Drafting and mailing letters to clients based on needs and requests
Review, print, or scan multiplex of documents for entire company
I’m an energetic team player who enjoys helping people with tasks/projects to complete in a timely manner.
A strategic budget analyst with years of experience focused on creating, evaluating, implementing, and managing multimillion dollar budgets. Ability to align stakeholders to ensure that budgets meet parameters.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
I am a dynamic and results-oriented professional with a strong background in project management, client success, and technical analysis. Holding a Bachelor of Arts and Science from the University of Ottawa.
