Resume

Sign in

Financial Manager

Location:
Fort Worth, TX
Posted:
March 15, 2019

Contact this candidate

Resume:

EXPERIENCE

BEDROCK WEALTH STRATEGIES Elmsford, NY 2017 – 2018

Chief Operating Officer

Directed firm operations and 15-member team to identify portfolio risk potential and recommend diversification options. Analyzed and reported weekly to CEO on company progress. Supported portfolio diversification utilizing strategic investment manager selection.

Developed long-term client relationships to bring 98% of client accounts, representing $40M in assets, into company management portfolio.

Led transition team completing client asset transfers and ensuring satisfaction.

Created custom client portfolios ensuring compliance with company risk assessments and standards.

Forest Hills Financial Group New York, NY 2014 – 2017

Financial Professional

Assessed client needs to propose custom financial strategies aligning with risk and time considerations. Diversified portfolios based on appropriate risk levels.

Promoted investment suites and risk management platforms according to client concerns.

Developed estate planning, buy/sell agreements, and key man policies to support business owners.

AXA Advisors New York, NY 2009 - 2014

Financial Professional

Developed long-term client relationships through communication to assess specific needs and then matching clients with the best possible products and services. Facilitated monthly discussions with broker/dealer LPL to reach client investment account goals.

PROFESSIONAL PROFILE

Skilled and highly trained professional with comprehensive financial experience and ability to provide quality analyses and recommendations within dynamic, high-pressure environments.

646-***-****

ac8sqy@r.postjobfree.com

Fort Worth, TX 76107

www.linkedin.com/in/aik-pinellis/

SKILLS

Wealth strategies

Client relationships

Risk management

Financial analysis

Portfolio management

Investment strategies

EDUCATION

Bachelor of Science in Business Management

1994 – 1998

Adelphi University

Garden City, NY

Aik Pinellis

Tal Shapir

Registrar

Cohen Children’s Hospital New Hyde Park, NY

917-***-****

ac8sqy@r.postjobfree.com

Isaac Cohen

CEO

Bedrock Wealth Strategies Elmsford, NY

917-***-****

ac8sqy@r.postjobfree.com

REFERENCES

INTERESTS

Photography

Currency Note Collection

Traveling

Cryptocurrency

EXPERTISE

Client Relationships

Portfolio Reviews

Portfolio Management

Risk Assessment

P&L Reporting

EXPERIENCE

LEHMAN BROS New York, NY 2004 – 2008

Product Controller

Analyzed and reported P&L status, daily/monthly as needed, for Municipal Bond desk. Compiled data in preparation of financial statement disclosures. Oversaw month-end accounting close process including executive summary P&L versus G/L reconciliation.

Developed relationships with bankers, traders, and operations to capture and report revenue while allocating deal expenses.

Supported bankers in calculating fees/expenses related to municipal closing memos.

DEUTSCHE BANK New York, NY 2000 - 2004

Business Analyst

Assisted business heads in reporting weekly, monthly and quarterly revenue streams and reconciled foreign exchange reports in preparation of quarterly & annual departmental financial reports.

Created monthly financial reports (variance and forecast models) for department submission including Structured Finance, Global Debt, and Global Equity Services.

Designed 10 weekly ranking/trend reports relating to finance, IPOs, and high-yield markets.

Oversaw documentation for scoring of managing directors and financial sponsors.



Contact this candidate