·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
·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