Experience

Matheson

• United States
• Truck Transportation
• 100 - 200 Employee

• Professional Driver

  • Nov 2016 - Present



Swift, Killer B, American Eagle and Ultimate

• Transportation Specialist

  • Jan 2012 - Sep 2016

  Pick up & delivery of products throughout the US and Canada, as well as brokering, dispatching and invoicing. Pick up & delivery of products throughout the US and Canada, as well as brokering, dispatching and invoicing.



AG Edwards & Securities America

• Financial Advisor

  • Nov 1997 - Mar 2010

  Developed clientele of individual investors. Performed financial reviews, prepared financial plans, selected and managed investments. Developed clientele of individual investors. Performed financial reviews, prepared financial plans, selected and managed investments.



Bank of America

• AVP - Senior Financial Analyst

  • May 1992 - Jun 1997

  Central Planning & Reporting - Evaluation, testing and implementation of new reporting system.Recommended for this project based upon extensive experience in planning and reporting, technical skills and understanding of business needs.Commercial Business Group Finance - Planning, reporting, analysis and general financial support functions.Implemented procedures to electronically gather and distribute data in a more effective manner which improved efficiency and timeliness of reporting. Incorporated Risk Adjusted Return on Capital into reporting and planning which enhanced performance measurement and provided another tool for allocation of resources.Corporate Treasury - Preparation of monthly asset & liability binder consisting of loans, deposits, market rates, internal rates, economics, market share and analytical review.Created new databases for improved tracking, reporting trend analysis and informational queries.Central Finance & Planning - Preparation and processing of corporate internal allocations.Developed a comprehensive allocation tool for the interstate banking subsidiaries, allowing a more complete view of profitability at a much lower level of reporting.



Security Pacific Bank

• Banking
• 1 - 100 Employee

• AVP - Senior Financial Analyst

  • May 1985 - May 1992

  Financial Planning & Analysis Department - Coordination of financial consolidations and reporting.Integrated Security Pacific and Bank of America financial reporting, pursuant to merger announcement and engineered multiple enhancements to reporting and internal allocation processes.Security Pacific Automation Company - Planning, tracking, forecasting, cost analysis, cost allocation & reporting.Created, revised and enhanced multiple cost studies, leading to improved pricing of services.