Position:
Tax Professional at H&R Block
Location:
Greater New York City Area
Work:
H&R Block
since Jan 2013
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Tax Professional
State Street (Formerly Investors Bank & Trust)
Feb 2007 - Jan 2009
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Account Manager - Wealth Manager Services
Investors Bank & Trust Co.
Jul 2001 - Feb 2007
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Account Manager
JP Morgan Chase
Aug 1997 - Jul 2001
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Assistant Treasurer
Amalgamated Bank
1992 - 1997
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Client Support Assistant
Education:
Mid-Manhattan Adult Learning Center 2010 - 2011
Certificate, Web Page Designer
City University of New York-Baruch College 1988 - 1991
B.B.A., Finance
Borough of Manhattan Community College 1985 - 1988
A.A., Business Administration
Skills:
Bloomberg, Cash Management, Dreamweaver, Adobe Creative Suite, Fireworks, Flash, Microsoft Office, HTML, Wordpress, PowerPoint, Excel, Fixed Income, Word, Administration, Spanish, Asset, Spreadsheets, Outlook, Access, Investments, Trading, Client Service, Banking, Asset Management, Teamwork, FX, Global Custody, Mutual Funds, SEI Trust 3000, Asset Managment, Microsoft Excel, Financial Services, FX Options, Microsoft Word, WordPress, System Administration, Analysis, Internal Audit, Loans, Credit, Finance, Forecasting, Financial Modeling, Portfolio Management, Financial Advisory, Insurance, Relationship Management, Accounting, Options, Economics