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Mike Basobas Jr. profile image

Mike Basobas Jr.

Consultant Taxpackagesupport.com at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Price Waterhouse Coopers</span>
Intro Book
Mike Basobas Jr. is a seasoned professional with 11 years of experience in accounting, financial analysis, and real estate development, holding a Bachelor's degree in Economics/ Psychology from University of the Philippines.
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Location
Mesquite, Texas, United States, US
Skills
  • Accounting
  • Bookkeeping
  • Customer Service
  • Call Center
  • Cash Management
  • Show all
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Bio

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Mike Basobas Jr. is a seasoned finance expert with 14 years of experience in the industry. As a consultant at Price Waterhouse Coopers, he has analyzed and researched K1 forms for 150 limited partnerships, making corrections and updates for broker dealers such as Merrill, UBS, and Charles Schwab. His expertise spans multiple sectors, including real estate development and customer service, with a strong background in financial analysis and accounting.

Experience

  • Price Waterhouse Coopers
    • Dallas
    • Consultant Taxpackagesupport.com
      • Feb 2013 - Present
      • Dallas

      Analyzed and researched K1&#39;s (form 1065) for 150 limited partnerships (L.P&#39;s) e.g. KKR LP(symbol KKR),KKR Financial (KFN), Blackrock I Shares S/P GSCI Commodity Indesed Trust, Proshares Commodity Index Tracking Fund, Proshares Ultra VIX Short Term Futures ETF, Proshares Ultra Gold, Enterp...

  • Expedia/Hotels.com
    • Guest Service Operations
      • Aug 2009 - Present
  • Citi
    • Call Center
      • Jul 2008 - Aug 2009
  • Penson Financial Services
    • Govt. Securities Settlement
      • Feb 2007 - Jun 2008

      Trade Settlement of all US T Bills, Bonds & Notes via JPM CHase BDAS system

  • Basobas Capital Mgmt. Intl. LLC
    • Business Owner
      • Mar 2002 - Jan 2007

      Real Estate Development

  • Morgan Stanley Dean Witter Online
    • VIP Operations
      • Jul 1998 - Jun 2002

      VIP OPS high net worth clients

  • Charles Schwab
    • Mutual Funds/Broker Operations
      • Jun 1986 - Oct 1997

      Mutual Fund Trade and Recon for Schwab Mutual Fund Marketplace

  • Shearson Lehman Bros. / American Express
    • Branch Operations
      • Aug 1985 - Jun 1986
  • Bank of America
    • Municipal Bond Operations
      • Mar 1985 - Sep 1985

      Muni Bond Settlement of entire Bank Investment Settlement Division for primary and secondary broker/dealers.

  • Franklin Templeton Investments
    • Research and Adjustment Dept.
      • Jul 1984 - Mar 1985

      Dividend reconcilaition and adjustment to correct/modify divs.

  • Montgomery Securities
    • Purchases and Sales Dept.
      • Jul 1981 - Oct 1983

      OTC trade settelement of purchases and sales trades to brokers/dealers cxl/rebills, split the differences, heavy recon with traders and contra-party.

Education

  • 1972 - 1979
    University of the Philippines
  • St. Louis University Boy's HS

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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