Whetstone Partners Llc Jan 2015 - May 2016
Senior Accountant
Stella Consulting Jan 2015 - May 2016
President
Biscayne Capital Llc. Feb 2009 - Dec 2014
Senior Accountant
Ultimate Consulting Group Jan 2004 - Feb 2009
President
Next Level Information Solutions 1997 - 2003
Software Consultant
Education:
Florida International University - College of Business 1997 - 2002
Bachelors, Bachelor of Arts, Management, Finance
Florida International University 1998 - 2002
Bachelors, Bachelor of Science, Management, Finance
Skills:
Accounting Financial Reporting Investments Hedge Funds Tax Analysis Reconciliation Cash Preparation Funding Budgeting Expenses General Ledger Balance Payments Accruals Asset Management Portfolio Management Compliance Accounts Payable Documentation Gaap Internal Controls Equities Fixed Income Alternative Investments Capital Management Asset Allocation Fund of Funds Investment Strategies Performance Attribution Account Reconciliation Fixed Assets Corporate Finance Great Plains Software Finance Financial Accounting Management Financial Statements Strategic Planning Crystal Reports Generally Accepted Accounting Principles
Interests:
Children Economic Empowerment Poverty Alleviation Disaster and Humanitarian Relief Animal Welfare Arts and Culture Health
Languages:
English Spanish
Certifications:
License E066537 Hr Block Tax Certificate Florida Department of Financial Services, License E066537 H&R Block 2-15 Life Insurance
Miami, Fl.I have been a financial advisor for over 5 years. Currently, working for John Hancock providing life insurance, college savings, long term care and other... I have been a financial advisor for over 5 years. Currently, working for John Hancock providing life insurance, college savings, long term care and other financial services.
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