Dynamic, highly qualified accounting professional with supervisory experience. Possess over 15 years of progressive professional experience with superb financial acumen and ability to handle toughest accounts with diligence, accuracy, and skill. Exceptional ability to resolve issues quickly and prevent errors. Proactive with process improvement and customer relationship management to ensure optimal performance and client satisfaction.
Series 7 and Series 66
Actively preparing for CPA exam
M.A.R.S., PAM, SunGuard InvestOne, BroadRidge SIS, DTC, Pershing NetX 360, Bloomberg, OMGEO, S&P 500
MS Excel, Word, and Access
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