Bachelor of Arts in Economics and Political Science
Skills
APX • MOXY • Sungard Protegent PTA • Bloomberg • REX • AXYS • SEI Investments • Oracle Financials • SAP • AS400 • MS Office • MS Excel • MS Access • MS PowerPoint
Investments Management Firm - San Francisco Bay Area since Jan 2008
Compliance Officer
WHV Investments Management Inc Jan 2006 - Jan 2008
Portfolio Accountant
Union Bank of California Jan 2005 - Jan 2006
Trust Administrator
The Clorox Company - Oakland, CA 2005 - 2005
Accounts Payable Vendor Analyst
Associated Process Controls - Pleasanton, CA 2004 - 2005
Accounting Associate
Education:
UC Davis 2002 - 2004
Bachelor of Arts, Economics and Political Science
Skills:
Bloomberg Microsoft Excel Investments Powerpoint Microsoft Word Auditing Microsoft Office Etfs Mutual Funds Advent Outlook Account Reconciliation Bloomberg Terminal Ms Office Suite Team Leadership Sungard Pta Sap Apx Moxy Axys Ofac Compliance Testing Compliance Compliance Training Compliance Monitoring Compliance Support Compliance Officers Charles River Ims Onetis Gmax Sharepoint Corporate Actions Financial Regulation Bea Filings Form Adv Form Pf Sec Filings Due Diligence Risk Management Financial Services Investment Management Hedge Funds Internal Audit Process Optimization Federal Reserve Filings
2008 to 2000 Compliance OfficerWHV Investments Management Inc
2006 to 2008 Portfolio AccountantUnion Bank of California San Francisco, CA 2005 to 2006 Trust AdministratorClorox Co Oakland, CA 2005 to 2005 A.P. Vendor AnalystAssociated Process Controls Pleasanton, CA 2004 to 2005 Accounting AssociateE-Forex Brisbane, CA 1998 to 2000 Operations Associate
Education:
University of California Davis Davis, CA 2004 Bachelor of Arts in Economics and Political Science
Skills:
APX, MOXY, Sungard Protegent PTA, Bloomberg, REX, AXYS, SEI Investments, Oracle Financials, SAP, AS400, MS Office, MS Excel, MS Access, MS PowerPoint