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Embed code for: Resume- 05-27-2017
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177 Certosa Ave NE
Palm Bay, FL 32907
To employ my knowledge and experience with the intention of securing a professional career with opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.
Berman Hopkins CPAs and Associates - Melbourne, FL
January 2015 to May 2016
Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
Verifies assets and liabilities by comparing items to documentation.
Completes audit workpapers by documenting audit tests and findings.
Appraises adequacy of internal control systems by completing audit questionnaires.
Maintains internal control systems by updating audit programs and questionnaires; recommending new policies and procedures.
Communicates audit findings by preparing a final report; discussing findings with auditees.
Complies with federal, state, and local security legal requirements by studying existing and new security legislation; enforcing adherence to requirements; advising management on needed actions.
Prepares special audit and control reports by collecting, analyzing, and summarizing operating information and trends.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Contributes to team effort by accomplishing related results as needed.
Morgan Stanley Wealth Management– Melbourne, FL
Client Service Associate
August 2012 to December 2015
Open Portfolio Loan Agreements (PLA) and Express Credit Lines (ECL) to provide for the investment needs of high profile clients
Manage multi-million dollar accounts (personal and corporate) by demonstrating high investment value and return while minimizing and mitigating capital risk
Introduce and cross-sell current clients to new product lines to advance organizational goals
Insure all transactions are upheld to the highest scrutiny compared to government and industry rules, regulations, and firm policies
Marketing and brand management to enhance the firm’s reputation within the community and enhance growth potential
Proactively address all client concerns regarding investment and portfolio growth and strategy
Prepare and submit Expense Reports for Financial Advisor
Asset Allocation Reports
Bachelors of Science
Interpersonal Organization and Communication
University of Central Florida
References: Available upon request