Cameron Brooks Email & Phone Number

Morristown, Nj

Morristown, New Jersey, United States

Madison, New Jersey, United States

Constructing an enjoyable school experience and monitoring campus activityResponsible for hallway of freshman students and acclimating them to campus lifeKeeping residents safe and concentrated on bettering themselves while at school

Madison, New Jersey, United States

Tutoring services for the Academic Support CenterAssist students with any finance, accounting, management, organizational, and ethical questions regarding classGive advice, criticism, and assistance in furthering their studies

Allentown, Pennsylvania, United States

Proficient in Tamarac CRM, Redtail, Schwab Advisor Center, NetDocs, MoneyGuideProData mining and analysis - forecasting and reporting on AUM, revenue, expenses, performance tracking and other operating metricsUse of Excel for analysis, modeling, reconciliation, and reportingAssist in execution of cash movements, stock/bond investing, and completing service requestsShadow wealth advisors and participate in client meetings, ad-hoc analysis… Show more Proficient in Tamarac CRM, Redtail, Schwab Advisor Center, NetDocs, MoneyGuideProData mining and analysis - forecasting and reporting on AUM, revenue, expenses, performance tracking and other operating metricsUse of Excel for analysis, modeling, reconciliation, and reportingAssist in execution of cash movements, stock/bond investing, and completing service requestsShadow wealth advisors and participate in client meetings, ad-hoc analysis reportingLearned management reporting cycle and key indicators to assist advisors in recording successful resultsParticipated in networking events and gained invaluable office etiquette Show less

Master Of Business Administration - Mba, Finance, General

Bachelor Of Science - Bs, Accounting And Finance

Magna cum laude

High School Diploma, General Studies