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