Manager Analyst

MARCO TADDEI **** Prestwick Court, San Marcos, CA 92069

858-***-**** ? ***********@****.***

FINANCIAL ANALYST

Extensively experienced and goal-oriented analyst with a demonstrated

record in the preparation and analysis of financial reports to summarize

current financial position and to make recommendations for changes and

improvements. Proven expertise in driving efficiency and productivity

through the evaluation of financial management systems and implementations

of process improvements.

PROFESSIONAL EXPERIENCE

INVESTMENT ADVISOR - freelance San

Diego, CA ? Jun 2008 - Current

* Provide allocation, manager and individual security selection

recommendations based on client's goals.

* Optimize tax-adjusted performance for client's risk tolerance.

* Prepare monthly portfolio-level reporting and long-term performance

statistics.

ACCOUNTANTS, INC - Investment Analyst contract position San

Francisco, CA ? March - May 2008

* Compiled database to centralize investment related information for all

supporting foundations and philanthropic funds.

* Based on findings, recommended changes/improvements to asset allocations

to achieve donor goals, to meet compliance requirements, and to enable

foundation-wide performance reporting.

UCSF FOUNDATION - Financial & Trust Administrator

San Francisco, CA ? Oct 2001 - Sep 2007

* Prepared investment performance reports on a $250 million endowment for

presentation to the Investment Committee.

* Serviced 41 Charitable Remainder Trusts and 100 Charitable Gift

Annuities: Annual reports, Beneficiary payments, Tax return preparation and

quarterly performance reviews.

ROBERT HALF / ACCOUNTEMPS - Temporary Accounting Analyst San

Francisco, CA ? Aug 1999 - Jul 2001

* Analyze subscribers' transaction history; indicate needed corrections to

reconcile account.

* Prepare monthly invoices by extracting expenditure information from

Oracle database.

AT&T - Manager, Decision Effectiveness Bridgewater,

NJ ? Dec 1997 - Apr 1999 * Directed efforts in conjunction with AT&T Labs

to create more powerful product-specific credit/behavior scores.

* Optimized the selection of severely delinquent accounts for placement

with outside collections agencies.

BANC ONE - Senior Risk Analyst Westerville,

OH ? Jan 1996 - Nov 1997

* Created a loan loss forecasting process for direct mail solicitations;

applied to all national portfolios.

* Managed training and work load for a staff of three risk analysts.

CHASE MANHATTAN BANK - Business Analyst New York, NY ?

Jan 1992 - Dec 1995

* Ascertained the optimal risk/reward balance for proposed acquisition

programs in conjunction with Credit Policy.

* Analyzed impact of proposed pricing changes on an affinity portfolio;

recommended the optimal pricing structure.

CITICORP - Financial Analyst Long Island

City, NY ? Jun 1990 - Dec 1991

* Quantified profitability potential of new product ideas by comparison to

the established cardmember base.

* Analyzed the profitability of a proposed external portfolio acquisition

and its impact on existing operations.

EDUCATION

COLUMBIA UNIVERSITY, BS in Industrial Engineering

New York, NY ? 1989

ADDITIONAL SKILLS

Expert knowledge of MS Excel; intermediate abilities with MS Word and MS

PowerPoint.

Extensive use of Advent Axys; familiarity with SQL programming; some

exposure to SAS programming.

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