Anna Taormina

Anna Taormina

Work History

Work History
Mar 2009 - Present

Sales Associate

ING Financial Partners
  • Managing client accounts with net worth of $10,000,000 under supervision of the registered representative.

  • Preparing asset allocation for existing and new clients.

  • Performing trades under direct supervision of the registered representative.

  • Making sure that all outgoing correspondence of the branch been approved by compliance department.

  • Conducting market research for new potential clients using internet resources.

  • Preparing security blotters.

  • Clerical and administrative tasks: maintaining customer records, filing, ordering supplies,

preparing lead packages, handling incoming and outgoing correspondence.

  • Assist in the maintenance of books and records using Quick Books.

  • Handling A/P of the branch.

Feb 2008 - Feb 2009

Financial Analyst

WPDE
  • Assisted in creating a $10,000,000.00 Bottom Up Revenue Forecast (BURF) through 1000’s of accounts to create the revenue budget for the ABC affiliate in the Myrtle Beach / Florence DMA.

  • Assisted in the creating the expense budget while balancing revenue and expense to achieve desired Broadcast Cash Flow (BCF).

  • Assisted on preparing revenue forecasts analyzing booked business, industry trends,

pending business and historical trends to estimate revenue to budget.

  • Reviewed information for consistency to budget.

  • Worked with A/P and A/R. Billing. Placed accounts receivable calls, resubmitted invoices and looked for and resolved billing discrepancies.

  • Wrote up sales. Tracked expenses.

  • Generated Excel spreadsheets.

Education

Education

3 years

Moscow State University of Commerce

Skills

Skills

Language

English/Russian

Interest

Art

Fashion

Ballet

Photography

Literature

Mathematics

Sports

Traveling