Cal Hedberg Email & Phone Number

Stamford, CT, US

Hartford, CT, US

Bloomfield, Connecticut, US

Stamford, CT, US

• Provide financial and analytical counsel to business line executives of CIO, Bank Operations, and Corporate Real Estate to facilitate decision-making around strategic business initiatives
• Develop annual budgets, quarterly forecasts, and long range strategic plans in partnership with managers including the validation
• Create monthly reports (GAAP & Profitability) and provide required variance analysis for management
• Contribute to the accurate production and review of corporate financial deliverables that include month end accounting close, quarterly earnings call, & investor presentations

• Worked as part of the Northeast team to provide a wide variety of duties to support Investment Executives in the field
• Acted as liaison between Investment Executive and clearing firm to assist in the account opening process and with account transfers
• Responsible for processing financial transactions and initiating trades based on client requests

Glastonbury, CT, US

• Processed and balanced commission statements received from product sponsors and ran bi-weekly commission postings
• Reviewed and process new direct business accounts, including the transfer of mutual funds and annuities
• Assisted in ensuring that account met suitability standards and documentation requirements in accordance with FINRA guidelines
• Cross-trained in other areas within the broker-dealer to serve as backup when needed and to assist the CCO

West Hartford, CT, US

• Worked directly with the VP of Finance preparing financial statements and business presentations
• Analyzed operational metrics to complete business review and quarterly performance review
• Assisted in month end closing process and trend analysis
• Performed financial analysis on various projects working with the Next Generation team