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Manager, Business Operations Finance

Reliable, motivated, and disciplined investment banking professional with hands-on experience gained within a Fortune 50 company.  Offer an effective combination of knowledge and experience in financial performance, new products, and initiatives impacting portfolio performance. Maintain irreproachable professional ethics.

Core Skills

Investment Research...Financial Modeling...Customer Relations...Presentations

Marketplace Analysis...Risk Assessment...Statistics...Performance Analysis

Indicators of Potential

  • Strong interpersonal skills with the ability to meet critical deadlines in fast-paced, dynamic environments.
  • Demonstrated versatility by successfully handling multiple projects simultaneously.
  • Energized by challenges and "intellectually curious with inner strength and discipline."
  • Superior organizational, communication, and technical skills.

Academic Affiliations


Community Involvement

Work experience

Feb 2000Present

Merrill Lynch

Financial Advisor (April 2008-Present)

Business Manager (October 2005 -April 2008)

Client Associate (February 2000-October 2005)

  • As a Manager, worked to drive revenues and decrease expenses as part of the Valley Coast Complex
  • Approved new accounts, settled client complaints and lead delivery of services initiatives for over 100 employees
  • Demonstrated leadership abilities by acting as the Client Associate Coach for the Complex.
  • Member of District Advisory Board 2000-2001.
Jul 1997Feb 1999

Wells Fargo Bank

Agent/Lead Teller

  • Worked closely with the service manager to ensure all tellers were meeting sales and balancing goals.
  • Assisted in training new tellers.
  • Assisted clients with opening and maintenance of new accounts.