Adam Michael Moran from New York, NY, age 40

Resumes

Vice President

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Location:

New York, NY

Industry:

Financial Services

Work:

Ayco, A Goldman Sachs Company
Vice President
Ayco, A Goldman Sachs Company Jan 2019 - Jun 2019
Account Manager
Ayco, A Goldman Sachs Company Jan 2018 - Dec 2018
Senior Financial Planner
Ayco, A Goldman Sachs Company Jan 2017 - Dec 2017
Financial Planner
Ayco, A Goldman Sachs Company Jan 2016 - Jan 2017
Senior Financial Analyst

Education:

Siena College 2013 - 2014
Master of Science, Masters, Accounting Siena College 2010 - 2013
Bachelors, Bachelor of Science, Accounting

Skills:

Microsoft Excel
Financial Analysis
Accounting
Financial Accounting
Investments
Finance
Microsoft Office
Financial Reporting
Financial Planning
Asset Management
Estate Tax Planning
Estate Planning
Wealth Transfer
Personal Tax Planning
Asset Allocation
Leadership
Employee Benefits
Relationship Building
Equities
Hedge Funds
Private Equity
Alternative Investments
Insurance
Tax
Uniform Combined State Law
Teamwork
Time Management
Tax Preparation
Tax Accounting
Financial Statements
Income Tax
Public Speaking
Team Leadership
Auditing
Spreadsheets
Tax Returns
Financial Statement Analysis
Cash Flow
Cash Management
Managerial Finance
Partnership Taxation
People Skills
Data Entry
Business Valuation
Analysis
Outlook

Languages:

English

Certifications:

Series 7
Series 66
Life Insurance
Health and Accident Insurance