Amanda Marroquin
Accountant at Consolidated Trading- Claim this Profile
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Topline Score
Bio
LinkedIn User
Amanda is not only a joy to work with, her dedication, attention to detail and customer satisfaction are exemplary. She can remain focused regardless of stressful conditions and always looks for innovative ways to streamline tasks, enabling the company to be more efficient. She has a warm demeanor which makes for a great colleague and a friend; her enthusiasm is endless.
LinkedIn User
Amanda is not only a joy to work with, her dedication, attention to detail and customer satisfaction are exemplary. She can remain focused regardless of stressful conditions and always looks for innovative ways to streamline tasks, enabling the company to be more efficient. She has a warm demeanor which makes for a great colleague and a friend; her enthusiasm is endless.
LinkedIn User
Amanda is not only a joy to work with, her dedication, attention to detail and customer satisfaction are exemplary. She can remain focused regardless of stressful conditions and always looks for innovative ways to streamline tasks, enabling the company to be more efficient. She has a warm demeanor which makes for a great colleague and a friend; her enthusiasm is endless.
LinkedIn User
Amanda is not only a joy to work with, her dedication, attention to detail and customer satisfaction are exemplary. She can remain focused regardless of stressful conditions and always looks for innovative ways to streamline tasks, enabling the company to be more efficient. She has a warm demeanor which makes for a great colleague and a friend; her enthusiasm is endless.
Experience
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Consolidated Trading LLC
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United States
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Financial Services
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1 - 100 Employee
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Accountant
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Apr 2011 - Present
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Peregrine Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Controller
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Feb 2010 - Nov 2010
Review month end financials and generate reports. Assist all divisions in budget creation, as well as generating actual vs budgeted reports. Ensure implementation of all financial controls set forth by regulators and our internal policies. Managed accounting team Review month end financials and generate reports. Assist all divisions in budget creation, as well as generating actual vs budgeted reports. Ensure implementation of all financial controls set forth by regulators and our internal policies. Managed accounting team
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PEREGRINE FINANCIAL GROUP INC
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Financial Services
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1 - 100 Employee
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Accounting Manager
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Feb 2007 - Feb 2010
Manage the accounting staff by leading by example and understand all daily entries necessary to file the Daily Segregation Report and weekly Separation Statement required by the NFA. Enforce AML standards by reviewing daily cash deposits and withdrawals by our forex and futures customers, as well as reviewing monthly/ daily reconciliations for accuracy. Purchase treasuries for clients, as well as the firm if desired, while watching margin requirements and excess funds placement. Manage the accounting staff by leading by example and understand all daily entries necessary to file the Daily Segregation Report and weekly Separation Statement required by the NFA. Enforce AML standards by reviewing daily cash deposits and withdrawals by our forex and futures customers, as well as reviewing monthly/ daily reconciliations for accuracy. Purchase treasuries for clients, as well as the firm if desired, while watching margin requirements and excess funds placement.
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Trade Support/Customer Service
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Jun 2001 - Feb 2007
Trade securities/mutual funds in retail, IRA, option, and margin accounts for clients Provide customer service on brokerage accounts, life insurance policies, and accidental death and dismemberment. Developed as an employee learning additional lines of business in short time frames, while offering assistance to associates. Trade securities/mutual funds in retail, IRA, option, and margin accounts for clients Provide customer service on brokerage accounts, life insurance policies, and accidental death and dismemberment. Developed as an employee learning additional lines of business in short time frames, while offering assistance to associates.
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CUNA Mutual Group
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United States
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Financial Services
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700 & Above Employee
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Customer Service Rep, Trader
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Sep 2000 - Feb 2007
Assisted customers with questions regarding their investment accounts. Placed trades for customers with stocks, bonds, and mutual funds. Reviewed life insurance policy premiums, benefits, and payouts. Assisted customers with questions regarding their investment accounts. Placed trades for customers with stocks, bonds, and mutual funds. Reviewed life insurance policy premiums, benefits, and payouts.
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Teller
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May 2003 - Jun 2004
Face to Face Customer Service assisting in withdrawals, deposits, safe deposit transactions, and purchases/redemptions of Certificates of deposits Assist in balancing the vault and reporting Process on-line wire transactions Face to Face Customer Service assisting in withdrawals, deposits, safe deposit transactions, and purchases/redemptions of Certificates of deposits Assist in balancing the vault and reporting Process on-line wire transactions
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Education
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University of Northern Iowa
Bachelor of Arts, Finance and Real Estate
Community
