Brian T. Doherty

*** ******* ***, ******, ** ****4

acd857@r.postjobfree.com . 603-***-****

EDUCATION

Plymouth State University, 2011

Plymouth, New Hampshire

Bachelor of Science, Business Management

Major GPA: 3.67

Chartered Financial Analyst: Level 1 Candidate

December 2014

Level I study program emphasizes tools and inputs and includes an

introduction to asset valuation, financial reporting and analysis, and

portfolio management techniques.

PROFESSIONAL EXPERIENCE

Bond Operations Processor 4

March 2012 - Present

U.S. Bank, Corporate Trust Support Services, Boston, Massachusetts

. Manage the workflow of new loans for our team to process and ensure

compliance with SEC regulations.

. Selected to lead the bond original issuance group by beta testing new

financial software and transitioning colleagues with training and support

to effectively enhance operations.

. Perform bond processing activities for corporate trust customers and

suggest process improvements.

. Identify and analyze issues that arise and perform corrective measures

for optimum results.

. When faced with adversity, was successfully counted upon to lead our team

and expedite operations.

. Audit account transactions to assess accuracy and appropriateness.

. Devised and implemented processing improvements to streamline operations

by taking a daily standard task and improving the processing time

efficiency by 475% for all employees within our team.

. 2012 & 2013 Shield Award recipient for true dedication and hard work to

the U.S. Bank core values.

Administrative Assistant

June 2007 - March 2012

Town of Milford, Tax Collector's Office, Milford, New Hampshire

. Assisted Tax Collector with collections and payment processing along with

balancing end of day deposits.

. Entrusted to manage the property tax office during Collector's absence.

. Provided exemplary customer service with property owners and outside

agencies in need of tax information.

. Managed certified mailings of impending lien notifications per New

Hampshire state statute.

. Provided internal support with record retention and organization.

RELEVANT COURSEWORK

Financial Management, Personal Financial Planning, Financial Accounting,

Intermediate Microeconomics, Business Statistics, Business Computer

Applications, Managerial Accounting, and R. E. Investment & Finance.

TECHNICAL SKILLS

. Excel: VLOOKUP, HLOOKUP, Pivot Tables, VBA Macros, Solver, MATCH, INDEX,

COUNTIF, SUMPRODUCT, SUMIF, IF, AND, OR, and loading data from both

online and external spreadsheet resources.

. SQL Server: Writing SQL Server queries, ORDER BY, WHERE, Calculated

Columns, CASE Statements, WHEN, THEN, ELSE, JOINS (Inner and Outer),

Using Functions in queries, Text & Date calculations

INTERESTS AND ACTIVITIES

SABR101x Sabermetrics 101: Introduction to Baseball Analytics

May 2014 - July 2014

. An introductory course to sabermetrics, baseball analytics, data science,

the R Language, and SQL.

Wall Street MOOC

February 2014 - May 2014

. Massive Online Open Course geared toward financial markets and the roles

of global economies. Focused on market trends, arbitrage, puts, calls,

short selling, futures, leverage, derivatives, and valuation ratios.

Social Boston Sports Co-Captain

Spring 2013 - Present

. Organize and manage free agents to create teams who play various sports

and engage in outdoor activities.

Contact this candidate