Sub Station Cafe since Jan 2010
Corporate accountant
Fund Dynamics Nov 2006 - Dec 2009
Telecommuter, Manager Fund Accounting
SS&C Technologies Feb 2006 - Nov 2006
Supervisor, Hedge Fund Administration
GlobeOp Financial Services Jun 2005 - Feb 2006
Supervisor Hedge Fund Accounting
DPM Mellon Jun 1996 - Jun 2005
Senior Fund Accountant
Education:
Ocean County College 1982 - 1984
NY Institute of Finance 1984
Ocean County College
Skills:
Hedge Funds Fund Administration Reconciliation Fund Accounting Investments Reconciliations FX Accounting Bloomberg Financial Reporting General Ledger Valuation Equities Mutual Funds Financial Accounting Accruals Fixed Income Securities Compliance Derivatives Fund Of Funds US GAAP Risk Management Cash Flow Budgeting Internal Controls Alternative Investments Excel Back Office Accounts Payable Customer Relations Private Equity Portfolio Management Due Diligence Cash Forecasting
Connected In Austin Networking Group
Founding Member
Living Wealthy Radio
President and Chief Executive Officer
Living Wealthy Financial Group
President and Chief Executive Officer
Education:
Stagen Leadership Academy 2014 - 2015
Stagen Leadership Academy 2001 - 2003
American University Washington College of Law 1987 - 1989
Doctor of Jurisprudence, Doctorates
American University
Doctor of Jurisprudence, Doctorates
Our Lady of Lourdes Academy
University of Miami
Bachelors, Bachelor of Business Administration, Finance
Skills:
Small Business Financial Services Finance Banking Strategic Planning Asset Management Estate Planning Entrepreneurship Team Building Employee Benefits Marketing Management Financial Planning Life Insurance Financial Advisory Customer Service Strategic Financial Planning Investments Leadership Asset Managment Start Ups Marketing Strategy Business Strategy Sales Insurance Business Development Retirement Planning Project Management Coaching Asset Protection Fixed Annuities Business Planning Radio Host Wealth Management Wealth Management Services Wealth Accumulation Wealth Preservation Planning Networking Microsoft Office Retirement Financial Analysis Budgets Account Management Published Author Wealth Accumulation Strategies Multi Generational Wealth Transfer Retirement Savings Mergers and Acquisitions Portfolio Management Financial Modeling
Interests:
Family God Working Out Traveling Health and Wellness Satisfying Intellectual Curiosities
Radio Host at Living Wealthy Radio, Founding Member at Connected in Austin Networking Group, President at Living Wealthy Financial Group
Location:
Austin, Texas Area
Industry:
Financial Services
Work:
Living Wealthy Radio since Apr 2011
Radio Host
Connected in Austin Networking Group since 2010
Founding Member
Living Wealthy Financial Group since Jan 2004
President
Education:
American University, Washington College of Law
University of Miami
B.B.A., Finance
Interests:
God, family, health and wellness, working out, satisfying my intellectual curiosities, developing and maintaining business and personal relationships and traveling.
Honor & Awards:
Past-President, Jackson Township Rotary Club
Graduate, Leadership Stark County
Austin, TexasPresident / CEO at Safe Harbor Strategic Insurance... God, family, health and wellness, working out, satisfying my intellectual curiosities, developing and maintaining business and personal relationships and... God, family, health and wellness, working out, satisfying my intellectual curiosities, developing and maintaining business and personal relationships and traveling.
Safe Harbor Strategic Insurance Group LLC - "Bank on Yourself" "Infinite Banking Concept"
About:
Teresa Kuhn, Bank On Yourself Certified Advisor and President / CEO of Safe Harbor Strategic Insurance Group LLC has helped many individuals, families and business people protect their loved ones and ...