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Education
2017
Bachelor of Arts: Food and Agrarian Studies Boston University Boston, MA, USA Department of History and Earth & Environment
Overview
Interdisciplinary studies graduate possessing strong interpersonal and research skills with professional experience in public policy, community engagement, and customer service driven work. Looking to further education and build upon a history of customer service, library experience, freelance painting and photography to pursue a career in library sciences and photo archival studies.
Key Skills
  • Microsoft Word, Excel, PowerPoint
  • Experienced with ExLibris Alma library circulation system
  • LC system
  • Media Relations development and spokesperson
  • Community development
  • Able to work independently and as a member of a team
  • event planning
  • Public policy work
  • Fluent in Spanish
  • File/records maintenance
  • Social Media Management 
  • Microsoft Office Suite
  • Google Drive Suite
  • ExLibris Alma system
  • Constant Contact
  • MailChimp
  • Adobe Illustrator
Experience
08/2017 to 05/2018
Transit Justice Organizer Alternatives For Community and Environment Boston, MA
  • Research current issues in transportation policy and create summaries for advocacy purposes
  • Organize direct outreach and volunteer meetings 
  • Maintain database on Constant Contact of membership participation 
  • Teach workshops for members and organizational partners 
  • Produce infographics and video material for social media and grants
09/2016 to 12/2016
Undergraduate Student Researcher US Environmental Protection Agency Boston, MA
  • Created a sample municipal environmental justice policy for the Civil Rights Division of the New England Region of the US Environmental Protection Agency with a team of Boston University student researchers including requirements for transparency, active efforts to inform and engage the public, and the implementation of an “Environmental Justice Community Impact Assessment” triggered by disproportionate impact
07/2016 to 11/2016
Bilingual Community Organizer Citizens for Farm Animal Protection Boston, MA
  • Devised short and long-range community engagement strategies for MA state 2017 ballot question
  • Oversaw a sixty-member volunteer pool serving five neighborhoods in the Greater Boston area
  • Served as a Spanish media relations spokesperson working with major media groups such as Telemundo, and El Mundo
  • Translated all campaign material to Spanish and manage literature distribution
09/2015 to 12/2018
Special Programs Intern Boston University Dining Services Boston, MA
  • Designed new dining program, Wholesome Roots, incorporating culturally sensitive recipes with allergen sensitive options for each university dining hall
  • Oversaw on promotional material for the program   
  • Consulted with head chefs and workers to implement changes
  • Complied and reviewed client-driven feedback on the program
10/2013 to 11/2015
Librarian Assistant Mugar Memorial Library Boston, MA
  • Monitored the lending of reserved course materials
  • Answered library patron questions and provided support and reference service at the circulation desk in bibliography creation and research projects
  • Assisted students, and university faculty in the use of electronic, print and internet resources available through university library network
  • Helped repair damaged books and library resource materials
02/2015 to 06/2015
Treasurer People of Color Coalition Boston University
  • Worked to foster a strong community of students identifying as people of color through discussion-based meetings on race, class and culture
  • Managed university recognized club account
  • Provided support and led campaigns to preserve spaces for students of color on campus as well as professors of color
06/2015 to 09/2016
Head Baker Veggie Galaxy Cambridge, MA
  • Recruited, trained and supervised four part-time bakery staff
  • Created monthly specials with an emphasis on local and seasonal produce
  • Researched and implemented current knowledge of pricing, ingredients, product availability and specials
  • Responded to customer inquiries in a timely manner and lead special order requests 
  • Assist bakery staff in day to day work of the bakery 
09/2014 to 01/2015
Boston Area Intern The Humane League Boston, MA
  • Assisted in organizing two annual fundraisers.
  • Contacted local businesses for donations and volunteered at the events.
  • Helped disseminate information on the US industrial animal agriculture system on college campuses in the Boston Area.
Extra-Curricular Activities
Volunteer at Center for Gender, Sexuality and Activism at Boston University 
Treasurer of People of Color Coalition at Boston University 
Additional Information

Accomplishments - Transportation Equity Panelist at Americans for Transit Bootcamp (2018)- Student Panelist for SEIU National Day of Action at Boston University (2017) - Outstanding Conference delegate award for EPA at Harvard Model Congress (2013)

This resume is created in 7 minutes.
Professional Summary
Skills
Microsoft Word, Excel, and Powerpoint Proficient in Facebook, Twitter, Instagram, and Tumblr Ability to work independently as well as in a team environment
Work History
09/2016 to Current
Rutgers University
  • Scarlet Ambassador: Student Tour Guide for Rutgers University Conduct tours for prospective students and their families Welcomes students to the Rutgers Visitor Center.
  • Conduct desk duties and phone calls for the Rutgers Visitor Center Internship June 10th to August 30th 2015 CrowdKat- New startup application company Marketing and development internship Created convincing marketing tactics to persuade users to use Crowdkat through written social media posts.
  • Researched and compiled data of the market for Crowd Kat's potential.
  • Experienced the test of the beta model of the app to see if it's features would appeal to clients.
  • Externship January 12-16th 2015.
Associate, Alumnae of Douglass College
  • Extern for the Alumnae Relations Department.
  • Reviewed all of the organization's social media platform to assess student outreach.
  • Examined information about groups related to the AADC and compile the results to develop focused outreach initiatives for the Student Today, Alumnae Tomorrow Committee.
01/2014 to 06/2015
Community Access Unlimited-Community Players Elizabeth, New Jersey
  • Non-profit organization that provides support services for those with various disabilities.
  • Assisted in the rehearsal for the Spring Musical.
  • Worked with those with intellectual and developmental disabilities.
  • Gained leadership and communication skills by assisting the director with various production tasks.
  • Certifications: The First Year 15 Leadership Experience Fellowship Rutgers University Student Life's Department of Leadership and Training.
01/2016 to Current
Rutgers University Delta Gamma Fraternity New Brunswick, New Jersey
Treasurer, 09/2015 to 01/2016
Douglass Governing Council
Oxfam Rutgers Chapter- Public Relations Chair, 09/2015 to 04/2016
  • Leadership Ambassador for the Rutgers Student Life Department of Leadership and Experiential Learning.
09/2015 to 05/2016
10/2015
Representative, 01/2014 to 01/2015
Douglass Governing Council
Education
Rutgers University - New Brunswick, New Jersey
Bachelor of Arts: May 2017
Douglass Residential College -
High School Diploma: June 2014
Union County Academy for Performing Arts Kean University for last year of High School - Scotch Plains, New Jersey
Service Experience: Global Village: Service-Learning Trip to Merida, Mexico
Spring 2015
Rutgers University -
Alternative Breaks in Washington D.C- . *Combating hunger and homelessness by direct and indirect service
This resume is created in 7 minutes.
Professional Summary
Former varsity-level athlete skilled in working well with others.Charismatic, outgoing and driven to motivate others to succeed inreaching their goals. Reliable worker with a strong aptitude and awillingness to learn.
Interests
4 years of Varsity footballAwarded \'\'Heart of a Viking\'\' by my coaches and peers1 year of varsity track and field.
Skills
Work History
Mentor Volunteer, 09/2016 to 06/2017
Westhill High School Stamford, CT
  • Conducted one-on-one counseling sessions with an elementary studenteach week.Counseled students with fellow peersCollaborated with a team of faculty to develop after-school tutorialprogram for students in need of extra help.
Chruch Treasurer, 11/2016 to 06/2017
French speaking Baptist Chruch of Stamford Stamford, CT
  • Worked directly with local youth groups to achieve fundraising eventsEnlisted the support of volunteers and collaborated with the church tohelp community groups.
Languages
Fluent in English and CreoleStrategic thinkerStrong team playerTime management
Education
High School Diploma: 2017
Westhill High School - Stamford, CT
Bachelor of Science: Transportation SystemsMorgan State University - Baltimore, MD
Additional Information
  • ACTIVITES/AWARDS 4 years of Varsity footballAwarded \'\'Heart of a Viking\'\' by my coaches and peers1 year of varsity track and field.
This resume is created in 7 minutes.
Education and Training
UNIVERSITY OF CALIFORNIA, BERKELEY
Intended Major: Economics, Graduation expected May 2020
Relevant Course Work
 - Introduction to Micro and Macro Economics
 - Principles of Business
 - Introduction to Investment Banking
Experience
10/2015 to 06/2016
Independent Tutor
  • Academic tutor assisting fellow students in courses in which they struggled.
  • Courses included foreign language classes (Spanish) and mathematics (Calculus).
  • Communicated with students step-by-step analysis and problem solving
09/2017 to Current
Sales Representative Muscle Milk
  • Conducted sales and promoted new products
  • Managed promotional events targeting areas of product relevance (gyms, athletic fields, etc.)
  • Developed marketing and sales strategies
05/2017 to 08/2017
Intern Morgan Stanley Sacramento, CA
  • Analyzed market trends and how they are used to manage assets
  • Identified operational inefficiencies and recommended necessary improvements
  • Managed daily stock reports
  • Monitored and analyzed Key Performance Indicators (KPI) and financial ratios 
09/2017 to 12/2017
Treasurer Delta Kappa Epsilon Fraternity Berkeley, CA
  • Monitored weekly transactions in regard to house necessities
  • Maintained semiannual and monthly budgets
  • Determined proper handling of financial transactions and approved transactions within designated limits
05/2017 to 08/2017
Financial Analytics Apprentice Morgan Stanley Sacramento, CA
  • Analyzed pricing and sales for all business products.
  • Oversaw investment portfolio analysis, file maintenance and broker verification
  • Supported the accounting department during monthly closings
  • Analyzed legal documents, including wills, insurance policies and corporate contracts
Special Skills
Languages: Spanish (general familiarity)  Computer Operating systems (macOS, Microsoft Windows, etc.) Microsoft Excel, PowerPoint
This resume is created in 7 minutes.
Summary

Resourceful Financial Manager skilled in organization, analysis, communications and administration. Extensive experience in budgeting, financial reporting, compliance and long-range planning.

Highlights
  • CPA certification
  • Public Accounting experience
  • Team player in multi-cultural settings
  • Financial management of grants
  • Human Resource, IT and facilities management
  • Self starter
  • Creative problem solving
  • ​Professional and calm demeanor
Accomplishments
  • Obtained financing for $16 million building renovation project, tracked monthly cash flows and determined draws on line of credit.
  • Trained 13 branch accountants in installing and using new accounting software.
  • Created participative and transparent budgeting process.
  • Resolved ongoing tensions among accounting, academic and advancement personnel.
  • Initiated revenue enhancements and cost reductions.
  • Improved financial reporting to management and to the board.
  • Guided all financial aspects of a merger.
  • Developed new and profitable programs.
Experience
Chief Financial Officer, 02/2015 to Current Saint Paul School of Theology Overland Park, Kansas
  • Supervise all financial and accounting functions of this nonprofit, reporting directly to president.
  • Serve as Director of Human Resources, IT and Facilities.
  • Manage $5 million operating budget and $30 million investment portfolio.
  • Work with legal counsel in financial and compliance matters.
  • Prepare quarterly financial statements, with commentary and variance analysis, for senior management and for the board.
  • Manage finance staff of two.
  • Provide financial information for grant proposals and subsequent reporting.
  • Ensured financial compliance with Department of Education and accrediting bodies.
  • Manage biweekly payroll.
  • Collaborate with controller and auditors during preliminary and year-end audit processes.

Chief Financial Officer - Treasurer, 07/2011 to 08/2014 Jesuits of the New Orleans Province New Orleans, LA
  • Supervised all financial and accounting functions of this nonprofit, reporting directly to president.
  • Managed $9 million operating budget and $75 million investment portfolio. 
  • Provided financial management of a 30-bed elderly care facility.
  • Worked with legal counsel in financial and real estate matters.
  • Prepared interim financial statements, with commentary and variance analysis, for the board.
  • Managed finance staff of 3 and 13 branch accountants spread over several states.
  • Provided financial information for grant proposals and subsequent reporting.
  • Ensured compliance with loan and federal tax credit covenants.
  • Managed all properties and represented company in all real estate transactions.
  • Collaborated with controller and auditors during preliminary and year-end audit processes.
​​
Assistant Dean in School of Business, 07/2005 to 01/2011 Fordham University New York City, NY
  • Directed international studies, including study abroad programs, International Business Specialization and Global Business Club.
  • Designed, staffed and administered new study programs at Fordham London Centre.
  • Revised and updated overhead allocation system for London Centre.
  • Served as academic advisor to 400 students.
  • Taught finance and accounting courses.
Other Experience
Merrigan & Associates Kansas City, MO Local public accounting firm Senior Staff
  • Worked at firm for three years and then returned to school.
  • Performed audits of small and medium sized companies. Clients included banks, nonprofits and manufacturers.
  • Prepared personal and corporate tax returns, including Form 990 for nonprofit clients.
  • Compiled periodic financial statements.
  • Consulted with clients about financial and tax matters.

Arthur Young & Company Kansas City, MO International public accounting firm Staff Auditor, 02/1753
  • Worked for firm for a year and then moved to Merrigan & Associates.
  • Performed audits of medium and large sized companies, mainly in manufacturing and financial services.
​​
Education
Master of Science: Finance Saint Louis University St. Louis, MO
Master of Divinity: Theology Santa Clara University Berkeley, CA
BSBA - Accounting Major: Business Administration Creighton University Omaha, NE
Other Skills
  • Proficient in MS Office, QuickBooks, MS Dynamics and Banner Software.
  • Conversant in Spanish.
This resume is created in 7 minutes.
Summary
To obtain an internship in the financial industry that allows me to utilize my leadership and communication skills to take initiative in a team environment, creating innovative results.
Education and Coursework
2019
BBA: Commerce and Business Finance/Accounting Rhodes College Memphis, TN
Major: Business with a focus on finance & accounting
Minor: Computer Science
Major GPA: 3.05
Relative Coursework:
  • Financial & Cost Accounting
  • Intro To Applied Statistics
  • Calculus W/ Business Applications
  • Corporate Financial Management
  • Computer Science: Programming Fundamentals
  • International Finance Management/Capital Markets
  • Management of Organization
  • Marketing Management
Work Experience
06/2016 to 08/2017
The National Society Of High School Scholars Accounting Intern Brookhaven, GA
  • Collected $2.5 M in membership fees and prepared statements with cash and check records 
  • Opened 58,000 new accounts, meeting required quota early in the process
11/2016 to Current
Treasurer Alpha Kappa Alpha Sorority Inc./National Pan-Hellenic Council, Inc. Memphis, TN
  • Verified cash receipts and made bank deposits
  • Prepared bank reconciliations
  • Prepared payment checks to vendors and suppliers and members
  • Composed annual budgets and provided budgets to actual variance reports
  • Prepared monthly and annual financial statements and budget
05/2014 to 09/2014
Receptionist Atlantic Athletic Club Johns Creek, GA
  • Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment
  • Excelled in requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency.
07/2017 to 08/2017
Financial Planning/Bookkeeping H&R Block Decatur, GA
  • Analyze, examined, and interpreted records, compiled financial information, and reconciled reports and financial data
  • Collected customer financials and created reports to show itemized business expenses
  • Assisted with tax returns
  • Evaluated monthly sales reports
  • Knowledgeable about tax codes and planning
Customer Service Representative/Sales Specialist
  • Handled 1,000+ customer inquiries, complaints, and billing questions
  • Calmed upset callers, repaired trust, and located resources for problem resolution
Skills
  • Proficient excel
  • Exceptional multitasking and time management skills 
  • Team Building/Leadership
  • Interpersonal abilities
  • Customer service
  • Knowledge of tax planning
  • Financial management
Community and Leadership Experience

Rhodes College Woman's Basketball Team - Point Guard

Accounting Club - Current Member

Alpha Kappa Alpha Sorority Incorporated - Treasurer

Big Brother - Big Sister Program - Current Member

Black Student Association - Current Member

Finance Club - Current Member
National Pan-Hellenic Council, Inc. - Treasurer
This resume is created in 7 minutes.
Professional Summary & Service Objective
Detail-oriented, trustworthy, dependable Accountant with 42 years effectively maintaining accurate accounting information for financial organizations, seeking to serve on the ARCA Board as treasurer.
Skills
  • Superior attention to detail
  • Advanced bookkeeping skills
  • Self-motivated professional

  • Budget analysis
  • Financial reporting specialist
  • Strong communication skills
Work History
People's Oil & Gas Company Office Manager/Accountant | Pigeon, Michigan | October 1986 - August 1998
  • Supervised office staff
  • Managed accounts payable and receivable, payroll, service station, inventory, general ledger and financial statements
  • Processed business license applications
  • Prepared payroll, sales, excise, gas and diesel tax reports as required for federal and state tax reporting purposes
  • Prepared depreciation schedules, year-end journal entry adjustments and corporate income taxes
  • Administered corporate flex (Cafeteria, Section 125) plan and 401 (k) plan
Forward Corporation Retail Inventory Manager | Standish, Michigan | September 1998 - March 1999
  • Implemented scanning in 30 convenience stores
  • Scheduled monthly inventory audits resulting in improved reporting and margin adjustments on financial statements
  • Managed all cash and ATM audits
Buchholz & Associates, P.C. Accountant | Wyoming, Michigan | March 1999 - August 2009
  • Comprehensive public accounting for small business and recording of fixed assets
  • Preparation of corporate, partnership, limited liability companies, and individual income and personal property taxes
  • Limited pension plan financial reporting and gift tax returns
  • Administer employer's flex plan
Impress Packaging, Inc. & Summerplace Properties Accountant | Holland, Michigan | August 2009 - January 2011
  • All financial recording and reporting, including accounts receivable/payable, inventory, and corporate and individual income taxes
Wesley Park United Methodist Church Treasurer | Wyoming, Michigan | January 2011 - Current
  • Responsible for all financial recording and reporting, including contributions, facility rental, special designated giving, accounts payable, payroll, business licenses, sales and payroll taxes, financial statements, bank reconciliations and budgeting
Culver CPA Group Tax Return Reviewer | Grand Rapids, Michiga | December 2011 - April 2016
  • During tax season for five years, performed training and tax return reviewing
Education
Bachelor of Arts Business Education/Physical Education Michigan State University Lansing, Michigan | 1970
This resume is created in 7 minutes.
Summary
Seasoned, hands-on and strategically oriented senior finance professional with sophisticated Treasury experience in complex multinational firms with global footprint. Demonstrated track record of planning and executing innovative financial solutions and building high performing teams.
Skills
  • Capital markets (debt, equity, IPO)
  • Liquidity and cash mgmt.
  • Capital structure and rating agencies
  • Financial planning and forecasting
  • Investment and Pension mgmt. (DB & DC)
  • FX, interest rate, credit, insurance and commodity risk management
  • M&A: valuation due-diligence and integration
  • Investor relations
Education
MBA: Finance 2004 WHARTON SCHOOL, University of Penn. Philadelphia, PA, USA
Master of Science: Petroleum Engr. 1996 University of Kansas Lawrence, KS, USA
Bachelor of Science: Petroleum Engr. 1994 Indian Ins. of Tech. (ISM) Dhanbad, India
Experience
SVP & Group Treasurer 01/2019 to Current Takeda Pharmaceuticals Dublin, Ireland
SVP & Group Treasurer 03/2018 to 01/2019 Shire Pharmaceticals Dublin, Ireland
  • Re-building Shire Treasury team in Ireland; Hired new capital markets personnel as team moves from London to Dublin
  • Overhauling legacy risk management policies and procedures; Implementing new automated FX hedging procedures and Treasury Management Systems
SVP & Group Treasurer 07/2015 to 12/2017 Newell Brands (Fortune 500, Consumer Goods) Hoboken, NJ
As Group Treasurer, responsible for all aspects of corporate treasury including corporate insurance. Built and managed 15-person global team based out of US, Netherlands and Hong Kong. Provided in-person quarterly updates to Newell Board
  • Planned and executed Newell's deleveraging path post Jarden acquisition; purchased $1B of Newell bonds in a public tender offer; negotiated outlook upgrades with S&P and Moody's
  • Implemented full Treasury technology infrastructure installation in under 18-months: Treasury works-station Kyriba, FX management tools Fireapps and FX-All, automated solution for Hedge Accounting and regional cash pooling in Hong Kong
  • Planned and executed Jarden's $1.5B acquisition of Visant Corp.
  •  (incl. debt and equity issuances, 2015); Newell's $2B Tools and $250M Winter Sports divestitures (2017)
  • Built long term cash flow forecasting model to help plan forecasted leverage and liquidity needs; integrated model with Tax plans for repatriating offshore trapped cash
  • Integrated Jarden and Newell's global insurance policies leading to 34% reduction in premiums paid
VP & Assistant Treasurer 04/2013 to 07/2015 Pfizer (Fortune 100, Pharma) NY, NY
Responsible for Treasury operations, share buy-back, risk management (interest rate, FX, credit) and global investment of Pfizer's $45B securities portfolio. Managed a 10-person team based in US and Ireland
  • Planned and executed Pfizer Treasury's optimal fixed/float mix for $35B senior un-secured debt portfolio
  • Launched new program to hedge FX risks arising from intercompany revenues and future cash-flows under hedge accounting framework
  • Authored and implemented Pfizer's new Financial Risk Management Policy, formal document that governs allowable exposure to various market driven risks. Managed Pfizer's $45B asset portfolio for investment and risk management decisions under this framework
  • Designed and launched Pfizer's first ever commodity hedging program to hedge exposure to hydrocarbons as fuel for manufacturing plants under hedge accounting framework
  • Planned and executed Pfizer's first ever Accelerated Share Buyback (ASR) program ($5B, 2/2015)
  • Proposed, planned, designed and implemented various corporate working capital management strategies: $500M asset backed commercial paper (ABCP) based factoring program in Japan (2013); Vendor Financing pilot program in Singapore in Dec. 2013; Dynamic Discounting program for US based direct and indirect spend management with an external partner C2FO (Jan. 2015)
Progression from Analyst to Senior Director, Capital Markets 07/2004 to 04/2013 Pfizer (Fortune 100, Pharma) NY, NY
Led a 4-person team responsible for Pfizer's  global capital market transactions.
  • Spear-headed Pfizer's $16B+ divestiture of animal health business (“Zoetis”). Planned and executed Zoetis' capital structure ($3.65B of Senior Notes), global tax structure, CP program, revolving credit facility ($1B, 5Y), cash flow modeling, ISDA documentation, risk management programs, credit rating determination (S&P, Moody's) and IPO (S1 filing)
  • Hired and led team of four colleagues to oversee Pfizer's Capital Market activities such as debt issuance, share buybacks, dividend planning, capital structure planning, liability management, credit ratings and financial risk management strategies
  • Maintained and grew Pfizer's Investment Banking relationships with partner banks. Negotiated and implemented Pfizer's $7B revolving credit facility with group of 20 of the world's largest banks
  • Worked directly with Moody's and S&P to keep them apprised of Pfizer's long and short term financial goals and strategies
  • Received personal commendation letters from Pfizer CEO and CFO for outstanding work for 2009 Wyeth acquisition as part of select business development due-diligence and execution team
  • Led 8-person cross divisional team on CFO's company-wide Capital Efficiency Initiative. Team's multiple recommendations implemented by the CFO
Field Engineer 08/1996 to 01/2002 Schlumberger (Fortune 300, Oil & Gas) Houma, LA Wireline engineer responsible for managing service team of up to 10 people on mission-critical Gulf of Mexico oil and gas well-evaluation projects for the likes of Exxon, BP and Chevron
Activities and Honors
  • Winner of Treasury & Risk's Alexander Hamilton Award (2018, 2013 and 2012)
  • Winner of Treasury Today's international Top Treasury Team Award (2014) as Pfizer Treasury's team-lead (http://bit.ly/XknkM7)
  • Invitee speaker at Princeton University, Eurofinance (Amsterdam, Barcelona), Treasury Management Summit (Boston) and E&Y (http://bit.ly/1QX4roE)
  • www.linkedin.com/in/amit-01
  • US Citizen
This resume is created in 7 minutes.
Summary
Self-motivated administrative professional with extensive experience overseeing dental office operations. Quality focused and successful at settling patient and insurance accounts. Proven record of reliability and strong ability to establish rapport with patients, family and staff.
Skills
  • Dedicated team player
  • Schedule management
  • Account management 
  • Results-oriented
  • Seasoned in conflict resolution
  • Excel in customer service
Education and Training
  • Training in Eaglesoft, Dentrix, SoftDent, Denticon and Smartsoft
  • OSHA and HIPAA compliance training
  • Human Resource Management
  • Accounting and QuickBooks
  • Time management
  • Scheduling Institute Training, Team Leader
Experience
Treatment Coordinator Mar 2018 to Current
Enhanced Dental Care Rehoboth Beach, DE
Patient Coordinator Nov 2017 to Feb 2018
Merritt Mill Dental Associates Salisbury, MD
Logistics Manager Feb 2017 to Jul 2017
Global Natural LLC Annapolis, MD
Office Manager/Financial Coordinator Apr 2014 to Feb 2017
Kennan Dental Salisbury, MD
Business Staff Apr 2008 to Feb 2014
Eastern Shore Smile Solutions Cambridge, MD
Office Manager/Front Desk Receptionist Mar 2006 to Apr 2008
Dr. Scott Novak Denton, MD
Dental Receptionist Jan 2001 to Oct 2004
Dr. Albert P. Sindall, Jr. Severna Park, MD
Treasurer and Co-owner Oct 1990 to Sep 2002
Metalworks Design and Manufacturing Glen Burnie, MD
This resume is created in 7 minutes.
Professional Summary
Personal Banker with an outstanding background in sales, customer service, banking, and innovation. Successful at driving revenue through building and maintaining client relationships. Bachelor's degree in International Business along with a Certificate in Entrepreneurship from Florida International University. Co-founder of the first ever FIU Men's soccer club.
Skills & Competences
  • Trilingual in Portuguese, English, Spanish
  • Effective Communicator
  • Sales/Team-selling
  • Relationship Development
  • Customer Service
  • Research & Analysis
  • Finance &l Banking
  • Account Management 
  • Entrepreneurial Attitude
  • Microsoft Office
Work History
10/2016 to Current
Personal Banker JPMorgan Chase Miami, FL
  • Acquire, retain and deepen customer relationships by discovering financial needs and recommend tailored financial products and services.
  • Assist clients during loan applications - mortgages, line of credit, auto loans & business line of credit; prepare loan worksheet for submission to loan processing department for closing documents.
  • Conduct detailed financial reviews to sell appropriate products to customer; checking, savings, certificate of deposit, and credit card accounts,.
  • Maximize on sales behaviors to increase individual consumer, business, and lending goals.
  • Identify clients and prospective clients in need of investment guidance and solutions - introduce to Financial Advisor to tailor customer's objectives and future financial goals.
01/2015 to 09/2016
Senior Teller JPMorgan Chase Miami, FL
  • Performed client's monetary/servicing transactions; process deposits, withdraws, loans payments, and CD accounts, redeem bonds, issue cashier's checks and money orders.
  • Devised strategies to identify customer needs and refer/team-sell financial products and services.
  • Reduced in branch manual transactions by educating customers of different ways to access their accounts 24hrs a day 7 days a week.
  • Achieved top performer consistently in monthly sales competitions and ranked top 10 in the market various times.
01/2016 to 11/2016
Co-founder and Treasurer FIU Men's Club Soccer Miami, FL
  • Supervised and lead tryouts, assisted board administer soccer sessions and selected players.
  • Prepared club's budget, presented to board for approval, ensured club activities adhered to budget, and allocated club's capital appropriately.
  • Administered member dues and maintained accurate financial records.
  • Organized fundraisers and implemented innovative ways to reduce financial burden on club members.
01/2014 to 02/2015
Floor Operations, Shift Supervisor, Server Steak Brasil Churrascaria Miami, FL
  • Maintained a constant customer base and worked to develop lucrative new customer relationships.
  • Managed and organized all inventory aspects on site; stock location and availability, replenishment control and inventory auditing.
  • Trained/supervised fellow employees; assigned tasks and coordinated operational activities.
Education
July 2017
Bachelor of Business Administration: International Business
Florida International University - Miami
GPA 3.5/4.0, Dean's List, FIU Soccer Club
July 2017
Certificate in Entrepreneurship :
Florida International University - Miami, FL
May 2015
Associates of Arts: Business Administration
Miami Dade College - Miami
Business Administration May 201
This resume is created in 7 minutes.
Experience
Deputy Treasurer - Americas Region.
January 2017 to Current
Deutsche Bank USA Corp New York City, NY
  • Direct supervisory responsibility in the Americas for Capital, Resolution, associated Model Development, the Capital Plan submission and FTP.
  • Supervisory responsibility for capital management policy in the Americas including leverage and RWA limit setting, balance sheet management & monitoring as well as associated reporting & governance.
  • Responsible for the development, testing and execution of the Capital Contingency Plan (CCP) in conjunction with the Contingency Funding Plan (CFP).
  • Supervision of the US Treasury Living Wills program specifically liquidity (RLEN) and capital (RCEN) model development and production, intraday/PCS reporting and Legal Entity Rationalization.
  • Implementation of a continuously developing global FTP model in the Americas with additional focus on Americas specific legal entity FTP frameworks.
  • Responsibility for the development and submission of the Capital Plan to the Federal Reserve and Treasury's contribution to the Resolution plan.
  • Treasury strategy in the Americas including business engagement, resourcing and regulatory deliveries.
  • Extensive experience in supervisory and audit finding remediation.
  • A primary contact point for regulatory requests and feedback.
  • Significant Business, Regional and Global Management interaction and coordination.


Managing Director, CCAR Program
January 2016 to December 2016
Deutsche Bank AG - NY Branch New York City, NY
  • Preparation for the first private filing of the Intermediate Holding Company Capital Plan in April 2017.
  • Responsibilities included management of the Balance and PPNR model development team, business engagement for stress test production and preparation of the Capital Plan.

Managing Director, Equity Derivatives
October 2009 to December 2015
Deutsche Bank Securities Inc New York City, NY
  • Corporate Equity Derivatives Execute and risk-manage complex strategic equity derivative financing transactions with notional values ranging from $30m to $3 billion for corporate clients.
  • Structure, implement and risk-manage multi-billion dollar Accelerated Share Repurchase transactions on behalf of S&P 500 corporate treasuries.
  • Transact and risk-manage equity derivative call spread transactions for convertible bond issuers looking to roll up inherent EPS dilution.
  • Lead the Equities implementation team for the Federal Reserve Board enhanced prudential standards on large Foreign Banking Organizations (FBO's).
  • Equity Derivatives representative on internal committees for bank-wide management of liquidity, funding and transaction hurdle rate analysis.

Managing Director, Equity Proprietary Trading
October 2002 to September 2009
Deutsche Bank AG - London Branch London, UK
  • Equity Proprietary Trading Special Situations equity proprietary trader.
  • Oversaw fundamental analysis for capital structure arbitrage, merger arbitrage and distressed debt trading.
  • Managed European Equities non-core, unlisted equity portfolio originated across the platform in the period prior to the financial crisis.

Vice President, Equities
January 1998 to September 2002
Deutsche Bank Securities (Pty) Ltd Johannesburg
  • Obtained the Deutsche Bank AG South African banking license and Deutsche Bank AG registration as primary dealer in government bonds.
  • Junior equities analyst covering the industrial sector.
  • Implementation of the standardized financial analysis template for equity research.

Assistant Manager - Financial Services
January 1995 to October 1997
Deloitte & Touche Johannesburg, South Africa
 
Professional Training
CA(SA): Chartered Accountant (South Africa). South African Institute of Chartered Accountants.
ACA: Associate of the Institute of Chartered Accountants in England and Wales.
CFA: Chartered Financial Analyst. CFA Institute.
Postgraduate Diploma in Accounting : 1994 University of Cape Town Cape Town, South Africa
Bachelor of Commerce : 1993 University of Cape Town Cape Town, South Africa
Interests
Competitive ultra marathon racing. Focus on the multi-day, self-supported races. Five day, 160 mile racing in the Sahara desert (Marathon des Sables 2005 & 2009), Atacama desert (2012), Iceland (2013), Gobi desert (2015) and Namib desert (2016). Also completed various 100 miler, 100km and 50 milers in Africa, Europe, Asia and North America.
Additional Information
  • Series 7, 55 & 63.
  • US passport holder.
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Professional Summary
Skills
Work History
Undergraduate Research Assistant 05/2016 to Current
Kansas State University Manhattan, Kansas
  • Helped set up and perform research projects with doctoral students in the field of Entomology.
  • Project management experience through assisting with set up and implementation of research projects.
Technology Coordinator 05/2017 to 08/2017
Sedgwick, LLP Kansas City, Missouri
  • Asset management experience through the disposal of thousands of technology related assets.
  • Implemented an SLA tracking system to monitor employee performance against SLAs.
  • Data collection and analytics.
Assistant 01/2017 to 12/2017
IFC Social Responsibility Committee
  • Assisted the Director of Risk Management for IFC in monitoring and assisting Fraternities to maintain safe and responsible environments in their chapters.
Administrative Assistant 06/2015 to 12/2015
Shawnee Mission Medical Center Overland Park, Kansas
  • Provided help to administrators and doctors as needed.
  • Worked on administrative projects.
  • Placed calls to patients to set up doctor visits.
Waiter 05/2014 to 07/2015
Lakeview Village Retirement Community Lenexa, Kansas
  • Cleaned, took orders, and served food to residents of the community Activities, Involvement, and Leadership.
Vice President, Associate Member Educator, Recruitment Chair 08/2016 to Current
Phi Kappa Theta Fraternity
  • Member in the fraternity and serve as Vice President, Associate Member Educator, and Recruitment Chair currently and was formerly Treasurer.
Treasurer 09/2016 to Current
Kansas State University Mock Trial
  • Learned about the law in simulated courtroom competitions against other universities.
  • Balanced budget and planned expenses for the competitive season.
  • Awarded Witness of the Year for the 2016-2017 academic year by the Communications Studies Department.
Education
Bachelor of Sciences: Business Administration, Organizational Management, Economics, Pre-Law May 2019 Kansas State University - Manhattan, KS GPA: 3.877, Dean's List Fall 2015, Spring 2016, Fall 2016, Fall 2017
High School Diploma: May 2015 Saint Thomas Aquinas High School - Overland Park, KS GPA: 3.96, Principal's Honor Role, State of Kansas Scholar, International Thespian Society, National Art Honors Society