Erica Bateman
Milford,CT
Summary
Hardworking and compassionate professional eager to go back to school to become to nurse.
Overview
20
20
years of professional experience
Work History
Bookkeeper
Marty Motors
04.2014 - Current
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
Investment Analyst
Concord Management LLC
09.2003 - 05.2012
- Conducted detailed investment analysis, calculations and reports.
- Enhanced portfolio performance by conducting thorough investment research and analysis.
- Reduced risk exposure through diligent monitoring of market trends and economic indicators.
- Increased client satisfaction by providing tailored investment advice and strategies.
Education
Bachelor of Arts - Economics
Emory University
Atlanta, GA05.2003
Volunteer Experience
Dorothy Day Hospitality House
Danbury, CT
Prepared and served food at soup kitchen.
Timeline
Bookkeeper
Marty Motors
04.2014 - Current
Investment Analyst
Concord Management LLC
09.2003 - 05.2012
Bachelor of Arts - Economics
Emory University
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