Financial Analyst Management

Jacob Thornes

***** ******* ****

Cape Charles, VA 23310

757-***-****

PROFILE

Excel at interacting with broad populations including clients, coworkers

and senior management.

Experienced with Hyperion, Advanced Excel, Access, Basic VB, Crystal

Reports, SQL, Powerpoint, Bloomberg, and Word.

EDUCATION

Lynchburg College (Lynchburg, VA) - Bachelors of Arts in Financial

Economics

PROFESSIONAL EXPERIENCE

ECHOtrade LLC, Financial Analyst/Proprietary Trader, Austin, TX

July 2008 - December 2009

Reconciles daily trading activity.

Monitors trading balance and inputs adjusting entries.

Calculates internal and third party risk statistics.

Researches determinants of major macroeconomic and industry-specific

trends.

Analyzes quantitative trading systems for financial suitability.

Reviews financial statements for disparities.

Maintains current knowledge of SEC and GAAP compliance policies and

procedures.

Corresponds with broker-dealer financial support and operations on daily

basis.

Zoe Trading, Financial Analyst/Proprietary Trader, Austin, TX

January 2007 - July 2008

Analyzes variations in daily account balance.

Performs ongoing study of correlations between competitor companies'

securities.

Generates a tracking database and suitability reporting system.

Reviews and analyze company financials to determine asset values.

Assists in the preparation of financial statements.

Enters and executes security orders using various trading platforms.

Ensures compliance with internal policies, procedures and government

regulations.

StreetAuthority LLC, Web Editor, Austin, TX

October 2008 - September 2009

Proofreads million dollar grossing newsletters.

Responds quickly to customers on an ongoing basis.

Writes detailed research reports focuses on differing industries and

sectors.

Creates marketing copy and participates in mass mailing and email

campaigns.

Ameriprise Financial Inc., Intern, Lynchburg, VA

October 2005 - May 2006

Answer inbound telephone inquiries.

Updating customer account information.

Assist in streamlining processes and procedures across the organization.

Processing transactions.

Maintaining data for client meeting updates.

LICENSES

FINRA Series 7

Contact this candidate