Brian George

Brian George

Military Experience

2nd Lieutenant

377th Alpha - Military Intelligence

US Army Reserves

Top Secret Clearance

Published Articles

Miami Times, Miami FL– College Saving : Pay now or Pay later

Invertir USA Magazine – Debt In America

The Hub/ City of Doral, Florida – Where Does the Gas Money Go?

Proyecto Magazine – Featured New Member

Prof. Licenses & Disignations

NASD Completed Examinations

Series 7, Series 63, Series 65

HIPPA Privacy and Securities

Licenced Life Insurance Agent

State of FloridaVariable Annuities

Florida and New YorkCertified Financial Manager

Awards/ Recognition

Strathmore’s Who’s Who 2000-2001

Take Stock in Children Mentorship Award 2000

Delta Chi Fraternity Vice President 1993

Porsche Club of America – Public Service Award 1997

Miami Dade College Business Expo Speaker 2005 & 2007

US Army Reserve HHC841st Combat Engineer Battalion – Above and Beyond Award 2007


Pro-active and results-orientated with broad experience in all aspects of accounting and financial management. Demonstrated hands-on management style in the development and implementation of strategic plans to ensure company growth. Solid Planning and organizational skills in coordinating all aspects of each project from inception through completion. Sees the big picture and plans appropriate strategies to achieve results. Well disciplined with proven ability to manage multiple assignments efficiently under extreme pressure while meeting tight deadline schedules. Strong team builder and facilitator, fosters an atmosphere that encourages highly talented accounting/finance professionals to balance high-level skills with maximum production. Ascertains needs and goals, streamlines existing operations, turns around unprofitable functions, envision new concepts and future trends, and follows through development, direction, and accomplishment. Effectively communicates direction, commits people to action, and conveys complex information in easily understood formats. Computer literate. Open to travel.

Senior Financial Executive

With comprehensive experience in

Organizational Re-Engineering

Financial Management / Analysis

Planning / Scheduling

Budget Preparation

General Accounting

Staff Management

Business Analysis


Securities Trading

Cash Management

Reporting / Documentation


Investment Analysis

Languages Spoken

Fluent in English & Spanish

Educational History

Bachelors in International Business

American University

Washington DCBachelors in Finance

American University

Washington DCCertificate in Operations Management

Universitaries Nebrisencis

Madrid, SpainMasters in Business Administration

Nova Southeastern University

Miami, FLAssociates in Accounting

Miami Dade College

University of Phoenix pursuing a Ph.D. in Economics 

Work History

Work History
Jul 2008 - Present

Sr. Account Manager - Information Systems & Telecommunications

•  Responsible for the preparation and distribution of monthly financial

    erports, including variance analysis, inventory accounting•  Responsible for the monitoring of monthly account activity including

    revenue and expenditure forecasts•  Prepared monthly, interim and year-end reports, debt service schedules •  Assisted with the preparation of the Information Technology budget

    ($50MM) and re-forecasts, financial modeling for rates and projects,

    year-end closing and projectcost tracking.•  Interfaced with the Controller’s Office on financial reporting issues. •  On a daily bases prepared journal entries, interfaces with outside

    vendors and customers relating to financial matters.  •  Provided the Information Technology staff with account and object code

    usage, budget guidance and the opening/closing of accounts

Jan 2001 - Present

Adjuct Professor

Various Colleges & Universities

American University, Washington DCDeVry University, Miramar & MiamiMillennium Atlantic University, Doral Miami Dade College – Wolfson / Kendall Campus                                    Center for Financial Training

• Completed 500+ hours of individual/group tutoring for Elementary, 

  Middle and High School Students• College/ University Courses taught – Marketing Financial Services,

  Principals of Banking, Personal Finance, Advanced Stocks, Bonds and

  Investments, Marketing Financial Services,

  Introduction to Corporate Finance, NASD Series 7, 63, 24 and 65• Capable of teaching courses related to Basic/Advanced Math, Banking,

  Finance, Economics, Introduction to Accounting and related business courses

Jul 2008 - Present

Managing Partner

  • Firm represents over 1500 individual clients and numerous corporate clients and Nonprofit organizations providing general ccounting, bookkeeping services, tax preparation and pension administration.
  • Supervised the creation of a Registered Investment Advisor division with $10 miilion of assets with in the first year.
  • Assisted in the creation of complentary service agreements allowing clients access to commercial and residential insurance, Life, Health and Variable Insurance.
  • Fostered and negotiated consulting agreements with industry experts to increase depth and reach of firm in other parts of the country.
  • Currently seeking credits necessary to attain Certified Public Accountant designation
Nov 2007 - Apr 2008

Branch Manager

·Managed corporate branch office consisting of 25 employees, $900k in revenue

·Supervised all process relating to tax due diligence, planning, compliance

       and research

·Illustrated practical approach to identifying and resolving tax issues

·Review factual backgrounds, investigate filing positions, asses potential

       risks, quantify tax exposures, and recommend course of action to address

       issues raised as part of due diligence process

·Prepared tax models for asset and share transactions to compare the

       benefits associated with each alternative and provide negotiating price ranges.

·Identified issues to address during negotiations, suggest organizational

      structures to minimize the use of tax losses.

·Conducted in-house audits for corporate clients, with emphasis on budget

      control and planning

Jun 2003 - Jun 2007

Resident Branch manager

·Currently in charge of local branch office, 10 overseas Introducing Brokers – 60 employees

·Supervise the structuring and managing of Government Agency Bond Portfolios for affluent

         high net worth clients and institutional clientele

·For five years running, financial statements for state, federal, shareholders and the securities

          exchange commission were prepared on time.

·Substantially reduced significant audit adjustments through better financial controls.

·Completed three years of delayed reporting for the pension plan and kept it and other

          employee benefit plans current on a timely basis for more than 5,000 employees.

·Developed a system to track primary and fully diluted earnings per share calculations

          including common stock equivalents.

·Revised the 10K format in compliance with segment reporting requirements and other

          recent GAAP pronouncements.

·Analyze financial performance of private equity fund holdings in Asia and Eastern Europe

·Execute credit and financial analyses of sub-project equity investments across various


·Produce annual credit reviews of funds and conduct financial agreement compliance

          reviews of funds

·Evaluate business plans' viability, capital structure, and compliance with U.S. statuary


·Structured new project/corporate finance deals with capitalization of $100,000 to $100

          million in agriculture, health insurance, IT and telecom

·Produced IT/telecom marketing plan to expand brand awareness and market penetration of

          OPII products

·Develop rapport with clients interested in investment opportunities in emerging markets,

          including Africa, the Caribbean, the Middle East, the Pacific Islands, and Southeastern


·Directed a centralized mortgage-backed securities trading desk – 2.8 billion in transactions


·Individually manage customer assets totaling $120 million, total production of $1.5 million

Jun 2002 - Jun 2003

Second Vice President - Investments

Salomon Smith Barney / Citigroup

·Successfully migrated $200 million in client assets from former employer

·Clients consisting of both domestic and international individuals and institutions

·Managed a six-figure diversified portfolio that has experienced at least 20% annual growth

·Conducted company research and analyzed profiles, identifying a number of startups that

          have yielded significant returns. Monitored account activity online.

·Expanded firm's product line by developing marketing research report on U.S. Hispanic


·Assembled economic and demographic data into consumer demand/market penetration


·Co-authored final report focusing on top 10 urban markets for Hispanics

·Closed over $5 million in colaterized loans

·Unique expertise in asset protection strategies

·Co-authored investment strategy portfolio used in practice

·Supervised 6 employees

Jun 1993 - Jun 2002

Senior Financial Consultant

·Managed$200 million in client assets; consisting of domestic and International individuals

          and institutions

·Prepared investment analyses for clients, including several with more than $500M in total

          assets under management. Communicated with sell-side analysts and company     

          management. Assessed economic trends. Selected and monitored investments in bonds,

          banks, automotives, and biotech.

·Researched and analyzed financial news and market conjectures

·Exposure to large number of investing and trading strategies

·Knowledgeable in Financial Planning, Retirement issues and Estate Planning, Commercial


·Supervised mortgage and credit specialists which resulted in $40 million in recorded loans

·Involved in employee stock options for Fortune 500 companies such as Nortel Networks,

          Microsoft, Office Depot, Lucent Technology,, Citrix

·Responsible for branch office internship program