Resumes
Resumes

Personal Trust Officer
View pageLocation:
1479 east 5600 south, Ogden, UT 84403
Industry:
Banking
Work:
Td Ameritrade Feb 2018 - Mar 2018
Producing Branch Manager
Horizon Bank Feb 2018 - Mar 2018
Personal Trust Officer
Scottrade Aug 1, 2009 - Mar 2018
Producing Branch Manager
Scottrade May 2007 - Aug 2009
Senior Investment Consultant
Raymond James Sep 2002 - May 2007
Registered Sales Assistant
Producing Branch Manager
Horizon Bank Feb 2018 - Mar 2018
Personal Trust Officer
Scottrade Aug 1, 2009 - Mar 2018
Producing Branch Manager
Scottrade May 2007 - Aug 2009
Senior Investment Consultant
Raymond James Sep 2002 - May 2007
Registered Sales Assistant
Education:
Purdue University Jan 1, 1997 - 2002
Bachelors, Bachelor of Science, Finance
Bachelors, Bachelor of Science, Finance
Skills:
Series 7
Series 63
Series 24
Finra
Securities
Options
Equities
Etfs
Investments
Mutual Funds
Trading
Fixed Income
Equity Trading
Uniform Combined State Law
Financial Services
Investment Strategies
Series 63
Series 24
Finra
Securities
Options
Equities
Etfs
Investments
Mutual Funds
Trading
Fixed Income
Equity Trading
Uniform Combined State Law
Financial Services
Investment Strategies

Controller
View pageLocation:
Chicago, IL
Industry:
Real Estate
Work:
Trilogy Real Estate Group
Controller
Accelerated Growth Advisors Jan 2018 - Feb 2019
Manager
Riveron Consulting May 2014 - Dec 2017
Senior Associate
Pwc Aug 2012 - Apr 2014
Assurance Associate
Trebuchet Financial Group May 2010 - Sep 2012
Options Trader
Controller
Accelerated Growth Advisors Jan 2018 - Feb 2019
Manager
Riveron Consulting May 2014 - Dec 2017
Senior Associate
Pwc Aug 2012 - Apr 2014
Assurance Associate
Trebuchet Financial Group May 2010 - Sep 2012
Options Trader
Education:
Loyola University Chicago 2010 - 2011
Masters, Accountancy Saint Louis University, John Cook School of Business 2005 - 2009
Bachelors, Bachelor of Science, Business Administration, Accounting Saint Louis University 2005 - 2009
Bachelors, Accounting
Masters, Accountancy Saint Louis University, John Cook School of Business 2005 - 2009
Bachelors, Bachelor of Science, Business Administration, Accounting Saint Louis University 2005 - 2009
Bachelors, Accounting
Skills:
Financial Analysis
Finance
Accounting
Financial Reporting
Gaap
Cpa
Financial Accounting
Financial Modeling
Us Gaap
Sec Filings
Auditing
Internal Controls
Corporate Tax
Financial Statements
External Audit
Fixed Assets
Tax
Assurance
Sarbanes Oxley Act
Internal Audit
Corporate Finance
Risk Management
Tax Accounting
Cost Accounting
Forecasting
Managerial Finance
Income Tax
Valuation
General Ledger
Strategic Financial Planning
Account Reconciliation
Business Valuation
Partnership Taxation
Tax Returns
Tax Preparation
Accounts Receivable
Accounts Payable
Tax Research
Quickbooks
Payroll
International Tax
Bookkeeping
Bloomberg
Financial Planning
Finance
Accounting
Financial Reporting
Gaap
Cpa
Financial Accounting
Financial Modeling
Us Gaap
Sec Filings
Auditing
Internal Controls
Corporate Tax
Financial Statements
External Audit
Fixed Assets
Tax
Assurance
Sarbanes Oxley Act
Internal Audit
Corporate Finance
Risk Management
Tax Accounting
Cost Accounting
Forecasting
Managerial Finance
Income Tax
Valuation
General Ledger
Strategic Financial Planning
Account Reconciliation
Business Valuation
Partnership Taxation
Tax Returns
Tax Preparation
Accounts Receivable
Accounts Payable
Tax Research
Quickbooks
Payroll
International Tax
Bookkeeping
Bloomberg
Financial Planning
Certifications:
Cpa
