Bloomberg, Microsoft: Word, Excel, Access, PowerPoint, Outlook Express, Lotus Notes, Oracle
Representative at the Good Will Fund with the Division of Budget, 2015-Present
*Volunteered to help build new homes for low income families with Habitat for Humanity, 2011-2013
*Volunteered to help rehab an elderly home with Rebuilding Together in Saratoga, 2012
*Volunteered to serve less fortunate families a warm Thanksgiving dinner at the Church of Messiah, 2011
New York State Division of BudgetAlbany, NYSenior Budget Examiner10/2015 to Current
Interact with public authorities, investment firms, financial advisors, and bond counsel to manage the State's debt portfolio
Assist in the analysis of the size, structure, pricing and cost effectiveness of new bond issues
Review tax law, disclosure, and other legal issues and analyze market conditions and assist in pricing of bonds
Review, analyze and make recommendations on financing options being considered by the State, including debt refunding
Perform research, prepare reports for use by managers, and make recommendation based on municipal market conditions
Assist in development of the State's debt service appropriation bill, recommend and draft legislation to implement capital and debt policy objectives and initiatives
Assist in other projects and responsibilities as needed.
Wells Fargo AdvisorsAlbany, NYCompliance Specialist03/2015 to 10/2015
Reviewed and reinforced all compliance policies and procedures as required for financial advisors Performed ongoing regulatory, compliance and operational reviews and identified any risks Worked closely with management to ensure branch compliance procedures fulfilled all compliance requirements Performed annual audits and evaluated financial advisor procedures Analyzed and reported findings on financial advisors activities to higher management on daily basis Informed branch managers and financial advisors on new policies and procedures.
Purshe Kaplan SterlingAlbany, NYCompliance Officer12/2013 to 05/2014
Monitored and audited Financial Advisors activities and reinforced policies and procedures.
Processed onboarding and termination of financial advisors accordingly.
Reviewed clients investment objectives confirming they matched with Financial Advisors activities.
Verified monetary transactions were efficient and valid.
Goldman Sachs CompanyLatham, NYPortfolio Analyst08/2009 to 07/2013
Traded mutual funds, equities and options Maintained and managed clients private investment accounts and initiated money movements Worked closely with Account Managers to help facilitate client accounts and investment goals Obtained exposure to different account types and investment products Gained experience with compliance and regulatory procedures related to account establishment and funding Reduced and maintain turnaround time from 5 weeks to 2 days for account processing and approvals.
Association Development GroupAlbany, NYAdministrative Intern05/2009 to 08/2009
Worked closely with owner to help increase profits and minimize expenses.
Organized and prepared Conference meetings for different businesses in NYS.
Sent out invoices, processed checks and followed up on client dues.
I Love New York PizzaTroy, NYCo-Owner and Financial Analyst03/2009 to 05/2013
Took a critical role in financing the purchase of the business and managing finances throughout remodeling.
Actively participated in planning, developing and implementing the set up/structure of the business.
Consolidated and evaluated financial and operational costs to help minimize costs while maximizing profits.
Analyzed and identified the weak points of the business and developed plans to improve them and ensure positive customer experience.
General ElectricSchenectady, NYExecutive Compensation Office Intern05/2008 to 05/2009
Reviewed, verified, corrected, and updated employee information.
Analyzed and processed separation agreements and deceased accounts and generated termination letters.
Processed monthly grants for the appropriate employees and issued/stopped/voided checks.
Ensured Executives of the company received their monthly dividends in a timely manner.
New York State Office of the State ComptrollerAlbany, NYFinance Office Intern01/2006 to 09/2007
Conducted Market Basket Study Analysis, choosing the most competitive companies to do business with.
Responsible for yearly calendar orders throughout NYS offices.
Sorting and mailing checks to employees and vendors.
Education and Training
Master of Business Administration:Finance and International BusinessMay 2015State University of New York, (AACSB), Albany, NYFinance and International Business GPA: 3.5/4.0
NASA Licenses: Series 7 and Series 66- Registered Investment Advisor Representative
New York State Real Estate Salesperson License- Howard Hanna
Awards and Activities Representative at the Good Will Fund with the Division of Budget, 2015-Present Volunteered to help build new homes for low income families with Habitat for Humanity, 2011-2013 Volunteered to help rehab an elderly home with Rebuilding Together in Saratoga, 2012 Volunteered to serve less fortunate families a warm Thanksgiving dinner at the Church of Messiah, 2011 15-LOVE Scholarship, 2006-2010 Charles Pierce Memorial Scholarship, 2006-2010 National Albanian-American Organization Scholarship, 2006-2010 Price Chopper Associate Scholarship, 2005-2009