Sales Analyst
Resume:
Brian M. Taghon
ablzmo@r.postjobfree.com
Cincinnati, OH 45206
All-encompassing work with managing client portfolios and working within a
service team.
Strong background in investment analysis, financial and tax reporting, and
portfolio management.
Exceptional analytical, communication, and problem-solving skills.
Mastery of Microsoft Excel and Microsoft Access. Knowledge of pivot
tables, macros, and lookup functions.
Professional Experience
Financial Analyst - Family Services Coordinator at GenSpring Family
Offices, Atlanta, GA
March 2008 to May 2010:
. Valuable in lead analyst role as a member of three-person team managing
family investment portfolios totaling more than $500 million. GenSpring
is a subsidiary of SunTrust Bank.
. Sustained client relationships from the very beginning and upheld an open
dialogue with clients.
. Meticulously produced various client-specific custom financial reports in
Microsoft Excel including: performance reports, cash flow and capital
sufficiency analyses, income projections, and risk/return models.
. Used Microsoft Access to track new trust account openings for the entire
company.
. Utilized Longview Trading System for buying and selling mutual funds,
stocks, and ETFs.
. Coordinated directly with a number of CPA's on behalf of the clients for
estimated tax liability and annual income tax filing.
. Quick to learn the various banking and investment software applications
used in the position daily.
Pricing Analyst at Clark ProMedia Inc., Alpharetta, GA
August 2007 to March 2008:
. Clark ProMedia is an engineering company which designs and installs large-
scale audio/visual/lighting auditorium builds across the country.
. Accurately created price quotes for clients and prospects from
engineering drawings.
. Actively retrieved pricing information from vendors across the country to
update and maintain the Microsoft Access pricing database used by the
engineering department.
. Responsible for organization and analysis of monthly and quarterly state
sales tax filings.
. Compiled Purchase Orders and Sales Tax Liability Reports in QuickBooks
Pro.
Investment Advisory Intern at Renaissance Financial Corporation, St.
Louis, MO
February 2006 to May 2007:
. Led semi-annual company-wide due diligence project for financial advisors
by creating a database in Microsoft Access and continuously communicating
with the advisors on their status.
. This database gave the advisors reporting functionality and the ability
to query the database thus enabling them to pull the specific information
needed. Recording time was cut in half because all data was entered only
once.
. Performed thorough research on stocks and mutual funds for the Investment
Advisory department.
. Frequently used Microsoft Excel to organize data for the Investment
Committee.
Computer Skills
Microsoft Access Advent BREU Longview Trading SEI Trust 3000
Microsoft Excel Client Connect Morningstar Software SQL
Microsoft Office Customer Strata Pivotal CRM Software Visual Basic
SharePoint Station
Microsoft PowerPoint First Rate Advisor Quickbooks Pro 2006 WealthScope
Microsoft Word
Education and Activities
Southern Illinois University Edwardsville (SIUE), Edwardsville, IL, May
2007
Bachelor of Science in Business Administration with Specialization in
Finance and Computer Management and Information Systems
SIUE Men's NCAA Division II Cross Country Team, Captain 2004-2005:
NCAA Division II All-Region and National Qualifier 2003, 2005
Great Lakes Valley Conference All-Conference 2002, 2003, 2004, 2005
SIUE Men's NCAA Division II Track and Field Team, Distance Captain 2005-
2007:
NCAA Division II All-American 2006 - 4th Place 3000-meter Steeplechase
8-time Great Lakes Valley Conference Champion in various events
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