Richard W.

Details

Skills

Accounting, Account Reconciliation, Analysis, Analytical Skills, Anti Money Laundering, Auditing, Back Office, Banking, Business Analysis, Business Process Improvement, CAMS, Career Management, Corporate Finance, Cost Accounting, Critical Thinking, Customer Service, Data Analysis, Decision-Making, Escheatment, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Statements, FINRA, Fixed Income, Hold Series 7, Holds Series 24, Holds Series 63, Income Tax, Investments, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Mutual Funds, Personal Branding, Problem Solving, Process Improvement, Productivity Improvement, Project Management, Risk Management, Securities, Series 7, Series 24, Series 63, Sisense, Tax, Tax Accounting, Time Management, Unclaimed Property