STEVE AUBOURG
Miami,FL
Summary
Strategic and analytical professional adept at employing critical thinking to solve complex problems. Demonstrated ability to lead cross-functional teams to achieve project and organizational objectives.
Overview
12
12
years of professional experience
Work History
Consultant
Aubourg Co
05.2015 - Current
- Evaluate clients needs and build teams with expertise to maintain electrical networks and deliver energy consumption solutions
- Collaborate with utility companies in the Caribbean to upgrade street lights from florescent to LED
- Reduce energy consumption by 90% while increasing streetlight lifespan by 5 times
- Mediate agricultural supply chain needs of small farmers via buyer-seller negotiations
- Collaborated with cross-functional teams to establish and implement services for a SaaS company, while improving customer experience by providing efficient solutions and support to engineering teams
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Analyzed problematic areas to provide recommendations and solutions.
Assistant Vice President, Financial Solutions Advisor
Bank of America Merrill Lynch
10.2014 - 05.2015
- Closed over $2million of outside assets within two-month period by providing comprehensive advice and customized solutions to help customers achieve financial goals
- Developed presentations that included reviews of investment goals using financial tools such as alternative investments and asset allocation
- Maintained effective partnerships with internal business partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, and Financial Advisors
- Coached personal bankers to identify referral opportunities and deepen client relationships through collaboration with financial managers
- Managed and booked appointments with potential customers and branch staff.
Wealth Advisory Associate
Morgan Stanley Wealth Management
12.2012 - 10.2014
- Built appropriate asset allocation recommendations using various methodologies to create personalized financial planning solutions for high-net-worth clients in partnership with Financial Advisors
- Created and presented customized client reports and interactive presentations for major life events such as retirement, funding children’s education, estate planning, etc
- Tested different goal planning solutions and asset allocation strategies using “What-If” scenarios, Monte Carlo simulations, and/or stress testing
- Placed trades and handled funds transfers.
- Communicated with customers about financial planning needs and decisions.
Financial Analyst
International Imports/Exports
12.2011 - 12.2012
- Analyzed and identified risks associated with new purchases and implemented controls to mitigate challenges
- Provided executives with valuable data and insights that directly impacted company’s bottom line
- Negotiated contracts with manufactures while analyzing inventories and identifying pricing opportunities
- Reviewed all supplier contracts and confirmed transfers and payments
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
Education
Foundations - Full Stack Engineer
The Odin Project
Value Investing
Columbia Business School Executive Education
New York, NY06.2019
Negotiation Strategies -
Columbia Business School Executive Education
New York, NY02.2019
Bachelor of Science - Finance
Florida State University
Tallahassee, FL12.2010
Associate of Arts - Arts, Business
Miami Dade College
Miami, FL08.2009
Skills
- GitHub: https://githubcom/Steveaub - Featuring projects in CSS, HTML, and JavaScript
- Computer Skills:
- Microsoft Office (ie Excel, forward looking projections, etc); Capital Asset Pricing
- Bash Experience
- Problem-Solving
- Self-Motivated
- Organization and Time Management
- Project Management
- Change Management
- Javascript
- HTML and CSS
- Strategic Planning
Timeline
Consultant
Aubourg Co
05.2015 - Current
Assistant Vice President, Financial Solutions Advisor
Bank of America Merrill Lynch
10.2014 - 05.2015
Wealth Advisory Associate
Morgan Stanley Wealth Management
12.2012 - 10.2014
Financial Analyst
International Imports/Exports
12.2011 - 12.2012
Foundations - Full Stack Engineer
The Odin Project
Value Investing
Columbia Business School Executive Education
Negotiation Strategies -
Columbia Business School Executive Education
Bachelor of Science - Finance
Florida State University
Associate of Arts - Arts, Business
Miami Dade College
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