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Senior investment associate

Glen Rock, NJ
December 31, 2020

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*** ********* **** *********, ** **450


Financial Management Professional

Portfolio Manager Financial Analyst Property Manager

Entrepreneurial, innovative Portfolio Manager with over 13 years of broad involvement in all facets of pricing strategies, financial planning, account management and business development within highly competitive corporate sector. Self-motivation, education, diverse experience and loyal dedication have helped in creating a skill set of P&L processes, retirement plans, tax preparation and office activities, expertise in maximizing finances and other resources. Acknowledged leader with a goal oriented personality and work ethic; has an innate ability to influence others and produce dynamic and long lasting results. Known for streamlined process improvements that have substantially increased revenue, while building strong and effective relationships with diverse professionals.

Areas of Expertise

Financial Planning/Analysis

Executive-Level Leadership

Retirement and Tax Plans

Portfolio Management

Office Moves/Relocations

Excellent Communication

Competitive Intelligence

Account Management

Performance Appraisal

Property Management

Annual Business Plans

Customer Satisfaction

Professional Experience

KRIETZBERG WEALTH MANAGEMENT, Red Bank, New Jersey 2016 – Present

Portfolio Manager

Execute portfolio management for over $200M AUM; organize and succeed client quarterly meetings; over and above provide analysis for re-balancing of 400 client accounts; generate portfolio analysis on a continual basis using eLSPT.

Develop investment proposals, communicate portfolio changes, implement portfolio decisions for discretionary clients, develop insurance proposals, coordinate financial plans, using products such as: Investment accounts, Annuities, 401k’s, 529 Plans; demonstrate orientation with Fidelity, Morningstar, RedTail, and Premier Plus.

COMPREHENSIVE PLANNING ASSOCIATES, LTD., Westport, Connecticut 2013 – 2016

Financial Analyst

Executed portfolio management for over $27M AUM; organize and succeed client quarterly meetings; over and above provide analysis for re-balancing of 200 client accounts; generate retirement plans on annual basis using Advicent.

Performed tax preparation of 1040, 1120, 1120S, 1065, and 1041 for over 400 returns, using products as Investment accounts, Annuities, 401k’s, 529 Plans; demonstrate orientation with TD Veo, Morningstar, Ultra Tax and Advicent.


Property Manager, American Building Maintenance, Stamford, Connecticut

Administered and organized the staff consisted of thirty-five employees including, mailroom, security, engineers, reception and cleaners, more overly provided day to day and week to week status on all the concerns and timelines.

Proactively managed and directed a professional staff ensuring obedience to client measures, reviewed, mentored, and evaluated staff while ensuring the correct timesheets on weekly basis for all ABM employees, payment on time.

Financial Analyst, Hawthorne, New York 2009 – 2010

Proficiently led monthly P&L process of closing the books to determine branch profitability; developed and dealt with annual business plan, and delivered assistance in client collection efforts in an effort to advance AR cash flow.

Skillfully performed project administered financial analysis of 300 company service accounts; directed client fee billing/reconciliation; created purchase order process based on Corrigo work order system for Westchester branch.

WESTGATE CAPITAL MANAGEMENT, Pearl River, New York 2008 – 2009

Financial Analyst

Proficiently performed obligations such as daily, weekly, and monthly trader P&L reporting, monthly inflows and outflows for each marketer, and dealt with client fee contracts as well as company annual operating expense plan.

Cautiously assessed financial and investment information collected, including profiles of companies, and stock prices, and additionally presented robust modeling and reporting to facilitate executive-level decision making.

COMPREHENSIVE PLANNING ASSOCIATES, LTD., Westport, Connecticut 2005 – 2008

Financial Analyst

Formulated the client quarterly investment reports for presentation with CEO, in addition generated asset allocations, retirement and estate plans; prepared tax of 1040, 1120, 1120S, 1065, and 1041 for over 300 returns.

Skillfully delivered analysis for re-balancing of 100 client accounts, and proactively managed a total of $20M AUM.

Education & Credentials

Master of Business Administration, Finance

JOHN F. WELCH COLLEGE OF BUSINESS, Fairfield, Connecticut, 2007

Bachelor of Science, Finance & Business Management

SACRED HEART UNIVERSITY, Fairfield, Connecticut, 2005

Professional Development & Affiliations

Member, Westport Sunrise Rotary Club 2013-2016 Board of Director, Plaza at Tenafly 2013-2016 Sponsored Relay for Life Series 7 licensed Life, Health, and Casualty Insurance licensed NATP Member 2013-2016

Series 65 licensed Series 63 licensed Philadelphia Marathon H&R Block Tax Course

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