Experience, skill and knowledge.
Registered Representative (Former Employee) – Walnut Creek CA – February 18, 2014
I am an experienced business analyst with experience in financial services. Accomplished business analyst with a track record on managing complex projects and exceeding expectations. Practiced in clarifying business requirements, performing analysis and designing process and system improvements to increase productivity and reduce costs.
Highly accomplished financial professional with over 18 years’ experience in Project Management, Prime Brokerage, Risk Management, Operations, Administration, Accounting and Hedge Fund implementation and support. Product knowledge in equities, fixed income, alternative investments, listed derivatives and structured products across the full investment cycle in domestic and international markets. Experienced in legal and compliance related issues, negotiating account opening documents, client and third party agreements.