Science and Technology. Theater and the performing arts. Animals and the outdoors.
Hi, I’m
Herbert "Andrew" Hood Jr.
Montclair,NJ
Summary
Reliable business professional with senior level experience in audit, project management, financial analysis and sales. Experienced and enthusiastic Consultant with track record of success across multiple industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.
Overview
33
years of professional experience
Work History
Self
Consultant
04.2016 - Current
Job overview
- Established foundational processes for business operations for small business owners driving increased profitability.
- Align with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Clients experienced increase in profitability of more than 10%.
AIG Retirement Services
Senior Financial Advisor
05.2014 - 05.2016
Job overview
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Helped over 350 clients with over $250 million in assets plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio
Merrill Lynch - Private Client
Senior Portfolio Manager
09.2004 - 04.2014
Job overview
- Communicated market developments, portfolio changes and annual performance information to clients.
- Conducted financial due diligence on potential investments and acquisitions.
- Designed and maintained financial models to identify and measure risks.
- $750 million in equities under management.
Merrill Lynch
Equity Marketing and Sales - Director
08.2001 - 08.2004
Job overview
- Managed corporate equity sales and marketing for Northeastern and Central United States.
- Spearheaded innovative approaches to resource allocation and strategic sales planning.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Merrill Lynch
Business Manager Global Equity Trading - Senior VP
04.2000 - 07.2001
Job overview
- Created, managed, and executed business plan, managed day to day reporting for all equity trading and investment campaigns.
- Communicated company vision and objectives to motivate team, coordinating sales and marketing efforts to equity trading and sales teams globally.
Merrill Lynch
Technology Transition Analyst
06.1997 - 03.2000
Job overview
- In coordination with coders, developed and implemented business plans for all global business and product groups facilitating international migration to all electronic corporate platform.
- Built Merrill Lynch corporate dashboard, migrating all paper and manual processes (trading, purchasing, budgeting, etc.) to electronic platforms.
Merrill Lynch
Corporate Internal Auditor
06.1991 - 05.1997
Job overview
- Performed internal audits of investment funds and departmental operations, developing risk assessments and conducting process controls for compliance with documented processes.
- Successfully developed and conducted audit strategy, in connection with SEC investigation, to Merrill Lynch's $175 million benefit.
Education
Duquesne University, Pittsburgh, PA
Bachelor of Science from Accounting/Finance
05.1989
Skills
- Project Management
- Marketing Strategy Development, Sales Implementation and Tracking
- Business Process Improvement
- Investment Management
- Go-to-Market Strategies
- Staff Management
- Quality Assurance
- Business Planning
- Operations Analysis
- Client Requirements Assessment
- Business Analysis
Accomplishments
My career has included many roles and responsibilities. My hard work combined with the opportunities presented to me afforded me numerous opportunities to excel. As evidenced by my tenure and positions held, I have contributed significantly and profitably to my organizations achievements and success.
Outdoor activities, travel and am a foodie.
I enjoy camping hiking hunting and fishing. I am an avid hiker and biker. I enjoy cooking as well as being cooked for. Travel gives me and opportunity to meet new people, experience different cultures and enjoy their food. I enjoy golf but I don't let my score ruin a perfectly beautiful day.
Interests
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
- Excel Certification
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CulturePersonal development programsHealthcare benefitsCareer advancementWork-life balanceTimeline
Consultant
Self
04.2016 - Current
Senior Financial Advisor
AIG Retirement Services
05.2014 - 05.2016
Senior Portfolio Manager
Merrill Lynch - Private Client
09.2004 - 04.2014
Equity Marketing and Sales - Director
Merrill Lynch
08.2001 - 08.2004
Business Manager Global Equity Trading - Senior VP
Merrill Lynch
04.2000 - 07.2001
Technology Transition Analyst
Merrill Lynch
06.1997 - 03.2000
Corporate Internal Auditor
Merrill Lynch
06.1991 - 05.1997
Duquesne University
Bachelor of Science from Accounting/Finance
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