
Finance professional with experience in financial planning, portfolio management, and institutional financial operations. Strong analytical skills, client-focused communication, and proven academic and athletic achievements.
● Assist in reconciling financial accounts and managing procurement processes to ensure accurate and timely reporting.
● Prepare and maintain financial documentation for auditing and compliance purposes.
● Monitor and analyze data related to institutional spending, budget allocation transfers, and financial management processes
Series 7
Series 66
Securities Industry Essentials
Accident & Health (LAH)