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Customer Service Management

Douglasville, GA
... – Douglasville, Georgia January 2000-present Senior Tax Advisor Devise tax strategies to defer or eliminate tax payments ... 2001-2006 Financial Reporting Manager -prepared financial statements and regulatory reports for agencies and management. ... - May 03

Software Development, project management

TX
... Senior Programmer/Analyst Southwest Securities (Financial Services), Dallas, TX. January 1998 to September 2013 Production ... Technical Advisor/Project Lead XLQuest, Ooty, India. August 1994 to September 1995 Project Lead/Key Programmer for the ... - May 03

Sales Manager

Whitestone, NY
... Recommended covenants and structure with a detailed write up of my financial analysis. Liaise with borrowing customers to ... Become an expert on the clients operating needs to gain "Trusted Advisor" relationship. Lead client discussions regarding ... - May 03

Human Resources Manager/Director

Liberty, MO
... • Advisor to Board of Directors Compensation Committee. Recommended compensation structure. • Staffed all levels of bank personnel and Chief Financial Officer and Chief Credit Officer positions. • Trustee of 401(k) and ESOP. Negotiated benefits and ... - May 03

Project Manager Management

Murrieta, CA
... Participate in UAT Testing and Quality-Assurance (QA) functions World Financial Group (WFG) - Cerritos, CA December, 2013 to Present Financial Advisor (self-employed continue as a part time position) CashCall.com – Orange, CA July, 2013 to December, ... - May 03

Manager Project

Bellport, NY
... Prioritize, schedule, and delegate work assignments Liaison with the financial team in order to gather and analyze the ... Trusted advisor to Symbol's key customers and worked closely with domestic as well as international customers', field ... - May 03

Professional Experience Financial Advisor

The Bronx, NY
... monitored DTC's STSL system to track items clearing transfer •Responsible for mandatory reorg deposits and called/past due bond's DTC •Researched and executed Financial Advisor’s requests to write off worthless securities using DTC's PREM system. ... - May 03

Sales Manager


... FERRUM FINANCIAL & INSURANCE INC., Ferrum, VA. 2015-Present Inactive Agent Advisor Licensed agent for Annuities, Health, Property & Casualty Insurance. US HEALTH ADVISORS, Reston, VA. 2014-2014 Agent Advisor Licensed agent for Health Insurance and ... - May 03

Management Security

Evesham Township, NJ
... ● Medical Services ● Federal Government ● Insurance ● Financial Services IT Strategist and implementer with focus on ... Served as an advisor and collaborator to Internal Audit and Information Technology Services (ITS) group of a Water Treatment ... - May 03

Real Estate Accounting

Los Angeles, CA
... *Coordinated tax planning for a pre-IPO financial services group including an NASD subsidiary, registered investment advisor subsidiary, insurance brokerage, trusts, etc. Promoted the company’s reputation for tax expertise on client matters. *Post ... - May 02
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