Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
24
24
years of professional experience
Work History
MBS Portfolio Manager
Prudential Fixed Income
01.2005 - 03.2020
Facilitated portfolio performance review and implemented new strategies.
Complied with established internal controls and policies.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Communicated market developments, portfolio changes and annual performance information to clients.
Developed rebalancing strategies to minimize risk exposures.
Provided strategy advice to high net worth clients.
Developed and presented proposals for new investments.
Wire Transfer Specialist
Chase Manhattan Mortgage
05.2001 - 01.2005
Conducted financial modeling and analysis to identify and assess risks in business operations.
Built and established relationships with clientele to improve future business opportunities.
Analyzed financial trends and provided detailed financial reports to management.
Developed and maintained database of financial records for clients.
Assistant Service Deli Manager
Costco
02.1996 - 10.2000
Trained, supervised and evaluated deli staff to align compliance with health and safety regulations.
Inventoried food products and associated materials on weekly basis.
Observed quality assurance standards to optimize freshness of deli products.
Controlled inventory costs by carefully managing portion control and reducing waste.
Education
No Degree - Nutrition Sciences
Middlesex County College
Edison, NJ
Skills
Client Relations
Process Improvement Solutions
Contractual Obligations
Regulatory Submissions
Timeline
MBS Portfolio Manager
Prudential Fixed Income
01.2005 - 03.2020
Wire Transfer Specialist
Chase Manhattan Mortgage
05.2001 - 01.2005
Assistant Service Deli Manager
Costco
02.1996 - 10.2000
No Degree - Nutrition Sciences
Middlesex County College
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