I have 6 years of technical, operational and consultative experience in financial services, including commercial banking, mortgage servicing, bankruptcy, investment analysis, financial planning and process development. I hold a B.S. in Economics with an emphasis in money, inflation, interest-rates, capital and monetary theory.
I am FINRA licensed. I have expert proficiency in Microsoft Excel, Access and some SQL/VBA experience. I can perform accounting tasks, research, operations, writing, forecasting, pricing, budgeting, income allocation, financial reporting and analysis. I will generate ad-hoc reports, perform cost analysis, organized large volumes of complex data, and will present information in an accurate, professional fashion.