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Financial Advisor/financial Analyst Resume

Princeton, NJ


Financial Advisor/Financial Analyst

Confidential, Princeton, NJ


  • Appointed to the Life and Health Advisory Council of New Jersey.
  • Analyzes client financial statements generated by computer software.
  • Presents seminars on many financial topics in various locations.
  • Advises clients on retirement plans utilizing standard metrics.
  • Assists with the training of new financial associates.
  • Advises clients on asset management using computer models.

Confidential, Princeton, NJ

Project Manager/Co - Chair


  • Developed a QMF for Windows report generating system utilizing the existing DB2 databases of the IPM system as the source.
  • Developed a customized installation of the product for an international location.
  • Created customized reports using QMF for Windows Queries and EXCEL macros.
  • Created user and system documentation and provided user training.
  • Presented demonstrations to potential clients and executives.
  • COBOL II and DB2 Upgrade Project
  • Determined the scope and implementation of the upgrade of the IPM system on VM.
  • Determined the scope of the Y2K remediation effort for all mainframe systems.
  • Designed and implemented the project plan for the Y2K remediation of the IPM system.
  • Developed the database design and the BSD for the International Sales processing in the new Revenue Accounting system residing on an AS400.
  • Designed and implemented the interface of existing mainframe systems to the new GL system on UNIX.

Confidential, New York, NY

Programmer Analyst


  • Designed and implemented the project plan for the move of all mainframe systems.
  • Management and Accounting Reporting System Project
  • Developed and maintained reports in SQL as per the financial services department.

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