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New Haven, CT
... Skills Financial Industry Debtors Planning and Execution Management Plan Accounting Annual Budgets Marketing International Expansion Treasury Functions Accounting Software Commitments Financial Controls Daily Management Marketing Plan Examination
- Apr 23
Norwalk, CT
... Extensive interaction with C-Suite managers and Treasury managers. EXPERIENCE: BANK OF AMERICA, Fairfield Connecticut 2022-Present Business Development Officer and Credit Analyst CONNECTICUT COMMUNITY BANK, Norwalk Connecticut 2021-2022 Banker and ...
- Jan 30
East Setauket, NY
... asset valuations, including interest rates and foreign exchange products such as FX swaps, options, exotic OTC products, treasury bonds, interest rate futures & options, currency futures, Fixed Income instruments, and hard-to-price securities ...
- Jan 19
Hamden, CT
... of Treasury Tax Volunteer, Jan 2009 ● - Supported the Site Coordinator in coordinating training seminars and completed income tax training. ● - Provided pro-bono income tax assistance to international students and scholars in completing forms: 8843, ...
- 2023 Dec 01
Ansonia, CT
... Career Experience Investment Metrics LLC, Norwalk, CT 2012 – Present Controller/Treasurer Spearhead wide-ranging operations for company, overseeing critical functions such as accounting, budgeting, treasury management, financial reporting, and ...
- 2023 Nov 30
Hamden, CT
... & load) for the Citizens Bank risk management projects including extracting information from various source systems such as commercial loans, leasing, asset based lending, bonds, customer derivatives, treasury, and bank trade/Letter of credit. ...
- 2023 Nov 21
New Haven, CT
... FINANCIAL/OPERATIONS ANALYST FINANCIAL SERVICES INDUSTRY 1989 - 1996 Treasury Manager: Maintained $15M overnight Fed Funds portfolio Financial and regulatory reporting: Performed monthly, quarterly and annual closing Project management and query ...
- 2023 Nov 11
Darien, CT
... for over 30 investments in commercial and residential real estate, pharmaceuticals, publishing, shipping lines, energy, corporate and municipal bonds Coordinate origination of interest rate swaps and foreign currency hedges with treasury team; ...
- 2023 Nov 05
Stratford, CT
... Liaised with the Investor Relations, Treasury and Legal functions (i.e. support earnings documents, support refinancing presentations, analyst presentation materials, BOD presentations, etc.). Performed Sarbanes-Oxley controls related to Financial ...
- 2023 Nov 05
Shoreham, NY, 11786
... EXPERIENCE Municipal and Treasury Trader, Charles Schwab, Jersey City, NJ, October 2015 – Present Assisted in buying and selling of all client treasury positions on an agent and principle basis. Consistently improved productivity and profitability. ...
- 2023 Oct 20