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B A is listed as Senior Financial Advisor at Oaceus, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for B A.
B A previously worked as Financial Advisor at Bottom Line Concepts, Llc and Account Manager at Vantage. B A holds Bachelor Of Applied Science - Basc, Accounting And Finance, 3.7 Gpa from George Mason University.
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To use my computer software and interpersonal skills in a challenging position to perform above standards and to keep and maintain a healthy clean work environment.
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Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assetsOffering strategic advice on products and services, such as investments, insurance coverage and debt management toolsSecuring stocks and bonds and establishing progressive savings accountsMoving money from accounts per industry and federal.
Development of comprehensive personal and business financial plans.Participate and lead client meetings to aid in communication regarding financial plans.Contribute to the full range of financial planning areas, including cash flow management, debt management, retirement planning, estate plan review, real estate analysis, insurance evaluation, employee.
Communicating with clients by phone, through email and face-to-face to ensure their needs are understood and addressedBuilding strong client relationships to maintain old business and acquire new customersCollaborating with various internal departments to ensure they fulfill all customer requestsResolving complaints and keeping track of all processes that.
Manage all accounting transactionsPrepare budget forecastsPublish financial statements in timeHandle monthly, quarterly and annual closingsReconcile accounts payable and receivableEnsure timely bank paymentsCompute taxes and prepare tax returnsManage balance sheets and profit/loss statementsReport on the company’s financial health and liquidityAudit.
Analyze financial data to identify our company’s financial statusConduct cost and benchmarking analysesPrepare budget reportsDevelop financial models, taking legal limitations into considerationParticipate in regular audits and recommend corrective financial action plansDesign and review fiscal policiesIdentify investment opportunitiesAdvise our senior.
Sterling, VA
Learn and demonstrate tuxedo product knowledge including sizing, style, and accessory optionsAssist in the tailor shop as directed by managementAssist with all customer needs, such as alterations appointments, pick-ups, special order requests and sales.Properly measure customers and assist in style selectionMeet and maintain benchmark retail sales.
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B A works for Oaceus.
B A is listed as Senior Financial Advisor at Oaceus.
B A is based in Washington DC-Baltimore Area, United States, United States while working with Oaceus.
B A has worked for Oaceus, Bottom Line Concepts, Llc, Vantage, Wells Fargo, and Bank Of America.
You can use AeroLeads to view verified contact signals for B A at Oaceus, including work email, phone, and LinkedIn data when available.
B A holds Bachelor Of Applied Science - Basc, Accounting And Finance, 3.7 Gpa from George Mason University.
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