Financial Analyst

• Nov 2019 - Present

Business Support Analyst

• Apr 2019 - Nov 2019

Finance Specialist

• Oct 2018 - Apr 2019

· Balance a $9 million project by establishing asset values and expenses for fixed assets. · Regulate company’s equity. · Contribute in forecasting, budgeting, and preparing financial statement information. · Manage 6,800 membership accounts and $1 million in revenue monthly. · Balance a $9 million project by establishing asset values and expenses for fixed assets. · Regulate company’s equity. · Contribute in forecasting, budgeting, and preparing financial statement information. · Manage 6,800 membership accounts and $1 million in revenue monthly.

Advisor In Training

• Aug 2018 - Sep 2018

· Opened and maintained accounts for clients through the use of custodial portals such as Wealthscape and Broker Insight. · Conduct investment analysis using financial models and research. · Prepared client-rep meetings and ancillary documents to open financial assets such as IRAs and Trusts. · Oversaw transition from servers to Cloud through research and advanced troubleshooting. · Opened and maintained accounts for clients through the use of custodial portals such as Wealthscape and Broker Insight. · Conduct investment analysis using financial models and research. · Prepared client-rep meetings and ancillary documents to open financial assets such as IRAs and Trusts. · Oversaw transition from servers to Cloud through research and advanced troubleshooting.

Insurance Intern

• Apr 2017 - Jul 2018

• Obtained State Farm Banking and Social Media Certifications. • Pursue cold and warm leads selling insurance products and credit cards averaging 22 calls per hour. • Host weekly marketing events for potential customers. • Generate company records and statistics using excel and drafted instructions on new business processes. • Assist clients to complete payments and transactions using proprietary software. • Obtained State Farm Banking and Social Media Certifications. • Pursue cold and warm leads selling insurance products and credit cards averaging 22 calls per hour. • Host weekly marketing events for potential customers. • Generate company records and statistics using excel and drafted instructions on new business processes. • Assist clients to complete payments and transactions using proprietary software.

Chess Instructor

• Mar 2017 - May 2018

Present and teach concise and effective lessons on Chess strategies to a class of 15+ students. Present and teach concise and effective lessons on Chess strategies to a class of 15+ students.

Assistant Project Engineer

• Nov 2015 - Nov 2016

• Assisted project management team on construction projects grossing $30 million annually. • Compiled clientele and company information on programs, and databases such as Excel, Adobe, Zoho, and Egnyte. • Executed term long project overhauling blueprints using blueprint plotter and relevant Adobe software. • Assisted Insurance Manager with ad hoc projects including record keeping, filing, data analysis and entry. • Assisted project management team on construction projects grossing $30 million annually. • Compiled clientele and company information on programs, and databases such as Excel, Adobe, Zoho, and Egnyte. • Executed term long project overhauling blueprints using blueprint plotter and relevant Adobe software. • Assisted Insurance Manager with ad hoc projects including record keeping, filing, data analysis and entry.

Accounting Clerk

• Jun 2013 - May 2014

• Assisted running the accounting department. • Calculated the accounts of over 60 IT consultants and billings in excess of $20 million per year. • Assisted running the accounting department. • Calculated the accounts of over 60 IT consultants and billings in excess of $20 million per year.