Experience

Victory Park Capital Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Interim Chief Financial Officer

  • Feb 2022 - Present

  My term for the person in a company who is responsible for managing the company's financial operations and strategy. The CFO reports directly to the Chief Executive Officer and has significant input into the company's investments, capital structure, capital management and long-term business strategy. My term for the person in a company who is responsible for managing the company's financial operations and strategy. The CFO reports directly to the Chief Executive Officer and has significant input into the company's investments, capital structure, capital management and long-term business strategy.



FleetBoston Financial

• United States
• Banking

• Senior Investment Advisor

  • Feb 2017 - Jan 2022

  Responsible for the introduction of the company's products and online promotion According to the product characteristics, screening quality customers and establish customer files According to the marketing plan, complete the daily work targets and performance indicators of the department Management to maintain good customer relations Understand customer needs, develop investment plans Play the cooperation between team members to complete sales tasks.

• Senior Investment Advisor

  • Feb 2014 - Jan 2017

  Help clients understand financial knowledge and general investment knowledge and understand securities investment business; help clients understand investment opportunities and general investment misconceptions; guide clients to understand and evaluate risks. Comprehensive understanding of clients' financial situation and needs, helping clients to define their financial goals. Tailor-made investment solutions. Develop investment plans for clients based on a comprehensive report of their needs.

• Senior Consultant

  • Jan 2012 - Feb 2014

  Develop client resources -Responsible for business training for developers and assisting with project tasksResponsible for training of consulting business team -Responsible for team management -Responsible for communication with clients


Starbucks
• United States
• Retail
• 700 & Above Employee
• Cashier

  • Dec 2010 - Jul 2011


Reliance Asset Management

• Brazil
• Investment Management
• 1 - 100 Employee

• Senior Financial Advisor

  • Jan 2006 - Feb 2009

  Analyze client financial information, prepare management accounting information, and management reports comparing budgets to actual financial results; prepare financial forecasts restructure historical financial data to reflect business oriented results prepare financial forecasts visit clients and become part of client accounting teams work with professional teams to execute high quality consulting projects and provide performance improvement opportunities for clients

• Financial Advisor

  • Feb 2000 - Jan 2006

  Financial analysis and diagnosis, investment and financing decision, project evaluation, financial decision, financial innovation, financial system and capital operation and other aspects of work. With the development of the market economy and the continuous reform of the financial system, coupled with the improvement of people's living standards, society and the public demand for private financial services are increasingly demanding, both in terms of quality and quantity.

• Finance Internship

  • Jan 1999 - Feb 2000

  Assist in the preparation of the company's budget Assist in the development of the company's fund management accounting centralized workflow and standards Understand and learn the company's financial knowledge to prepare for the work after hiring


Paris House Restaurant
• United Kingdom
• Restaurants
• 1 - 100 Employee
• Waiter

  • Feb 1998 - Nov 1998