Cedric Mcbride Jr. Email & Phone Number

Tampa, Florida, United States

•Retrieving financial reporting to reconcile US and Brazil public accounts; Collaboration with fixed income, cash management to research and solve discrepancies•Providing support documentation for audit requests; Month/Year end proofs for custodian portfolios•Fulfilled ad hoc requests; Conducted trainings on daily/monthly tasks for new team members•Accessing Bloomberg terminals to access financial data for trade analysis•Knowledge in Oracle for uploading data for management teams•Transferring financial assets to/from various custodian portfolios

St Petersburg, Florida, United States

• Reconciliation of receivable/payable accounts; Issuing and processing payments to vendors• Recordkeeping of ledger entries; Completed expense reports for management

Tallahassee, Florida, United States

• View online purchased items to be picked in store• Prepare inventory for scheduled deliveries• Usage of numerous computer programs for track of production

Indianapolis, Indiana, United States

Member of one of the major RIA firms in the Midwest as an Investment Analyst intern. • Completed investment research in KPIs; Analyzed performance trends for stocks, bonds, ETFs • Created research reports for due diligence to mitigate risk• Analyzed investment updates for advisor and client data using Morningstar; Recorded data analytics for presentations• Knowledge of Netsuite software; Blackrock

Lutz, Florida, United States

• Joined the team as a Sales Associate to help customer needs• Became a Sales Trainer for new hires after obtaining employee of the month twice• Monthly, sold over $20,000 in transactions