Raymond James Jun 2015 - May 2017
Supervisor, Client Reporting
Raymond James Jun 2015 - May 2017
Project Consultant
Raymond James Jun 2014 - Jun 2015
Reporting Analyst Ii
Raymond James Apr 2012 - Jun 2014
Portfolio Account Administrator
Raymond James Nov 2007 - Apr 2012
P and S Associate Ii
Education:
Illinois State University 2000 - 2004
Bachelors, Bachelor of Science, Economics, Finance
Skills:
Customer Service Securities Mutual Funds Leadership Financial Services Microsoft Excel Microsoft Office Banking Investments Loans Cost Basis Credit Finance Powerpoint Process Improvement Outlook Portfolio Management Valuation Credit Analysis Underwriting Retail Banking Treasury Management Insurance Strategic Financial Planning Analysis Visio Access Series 7 Risk Management Accounting Cash Management Bloomberg Wealth Management Retirement Planning Asset Allocation Business Analysis Financial Modeling Asset Management Equities Life Insurance Trading Corporate Finance Employee Benefits Commercial Banking Loan Origination Pricing Series 99