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New York City, NY
... Assisted in the development of programs to reorganize dealer structure and instituted programs with outstanding results. Help develop programs for introducing Wolf to Metro market. Developed budgets, sales forecast and made key presentations. ...
- Sep 13
Newark, NJ
... MetLife Broker Dealer Group – Somerset, NJ Elite Services Representative 2004 – 2015 • Served as key liaison between top producers and cross-functional teams, ensuring efficient communication and workflow. • Maintained client records, exception ...
- Aug 31
Haledon, NJ
... Guided Panasonic Corporation (NJ)’s president on strengthening dealer networks during a 3-year contract. Developed retail sales growth strategies for Kyocera Mita Corporation (NJ)’s direct operation via a 3-year contract. Delivered extensive ...
- Aug 28
Manhattan, NY, 10007
... on time Ad hoc financial analysis Software: Advanced MS Excel, Intacct Sage, EP -HFM Oracle Parts Authority – Auto Parts Dealer- 83 Branches Nation Wide Rockville Centre, Long Island, NY Pricing Department (Purchasing/Pricing Analyst) - Fulltime ...
- Aug 26
New York City, NY
... review and negotiation of various agreements, including confidentiality agreements, engagement letters, Broker/ • Dealer SEC FOCUS Reporting on Rule 15c3-1 (Net Capital Requirement Rule) and 15c3-3 (Customer Protection Rule) and other finance or ...
- Aug 19
North Bergen, NJ
... Followed sox guidelines to prepare month end schedules Prepared journal entries to record all activities for broker dealer business Analyzed Income statement and Balance Sheet to head office based on IAS and German GAAP File Transaction of US ...
- Aug 18
Irvington, NY
... •Consistently exceeded performance targets for quote turnaround, pricing accuracy, follow-up communications, and dealer support to drive new business growth. Resource Mortgage Banking – Tarrytown, NY Mortgage Pricing Coordinator (2002 – 2007) ...
- Aug 10
Queens, NY
... May 2017 - July 2017 (Contractor) Support Broker Dealer Platform. Review alerts from beginning to end, which may include presenting the recommendation to the Close and Clear (NFA) or escalation to Case Investigation. Conduct full analysis ...
- Aug 04
North Arlington, NJ
... ●Ensure that updated dealer financial statements are reviewed on a yearly basis or as needed by management. ●"Spread" the statements by entering the financial data on the financial ratio worksheet. Crestron Electronics- 1/2022-7/2023 Senior Credit ...
- Aug 04
Edison, NJ
... Legal knowledge of US and EU regulations such as DFA (Swap Dealer, SBSD and Volcker), FATCA, Alphabet regulations (including but not limited to Reg W, B, YY), IRW, QFC, SOFIR, MiFID, MIFID II, EMIR, US PR SMR and SFTR for a US branch of a foreign ...
- Jul 31