Finance professional with a diverse background including success in leading implementation of internal structures, designing strategies to spur revenue, and benchmarking processes to drive efficiency. History of supporting trade processes, data management, client reporting, and portfolio management functions. Recognized for integrity, problem-solving skills, time management abilities, and excellent project management skills. Constant desire to learn and increase skills valuable to the work place. Currently a student in University of Texas Coding Bootcamp, learning full stack web design. Skills include HTML, CSS, Bootstrap, Javascript, JQuery, Ajax & Firebase.
Memorial Hermann Health System
View- Website:
- memorialhermann.org
- Employees:
- 11980
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AdvancementMemorial Hermann Health System Dec 2022 - PresentHouston, Texas, United States -
Franchisee – Owner/OperatorThe Joint Chiropractic May 2011 - Sep 2016Houston, Texas• Purchased territorial rights to development of a membership model chiropractic franchise in Houston.• Negotiated terms of franchise agreements. • Identified viable commercial spaces and negotiated terms of leases on said spaces.• Designed, permitted with the Harris county, and contracted buildout of commercial spaces.• Hired chiropractic doctors and clinic staff and handled ongoing management of staff.• Managed all financial accounting for clinics, including bookkeeping and bi-weekly payroll.• Opened clinics 7 months from date of purchasing franchise licenses.• Implemented marketing and promotional events to publicize and grow clinics.• Realized gross returns of $450k/clinic in 2017.• In 2017, negotiated terms of sale of licenses to buyers who continue to successfully operate clinics. -
Director Of Finance And AdministrationDt Financial Group 1998 - 2001Chicago, Il• Served in an advisory capacity for Investment Advisers, Fund Management (CTA – Fund of Funds, Aggressive Commodities Program), Capital Partners (CTA & CPO - Discretionary Futures Fund).• Spec trader of 30-year bonds and options on bonds. • Delivered accounting and administration functions of a $6M commodity pool.• Produced accurate and timely monthly financial reports, ensuring integrity and full transparency of data.• Researched and allocated money to CTAs for the commodity pool—executed regulatory due diligence and ensured a profitable trading program.• Served as a point person for regulatory compliance and internal policies adherence, paying scrupulous attention to standards of care across NFA, SEC, and NASD.• Produced timely and comprehensive performance CTA reports for investors and CEO. • Aligned resources to streamline functions, including fund administration; accounting processing; and billing and payments related to pools.• Served as the firm's representative in NFA and SEC audits—presented investment files and delivered transparency when responding to information requests.• Conducted due diligence on fund of fund and made investment recommendations to the CFO. • Wrote software for producing monthly investment reports for outside investors; an invaluable resource for tracking investing goals and evaluating portfolio performance. -
Operations ManagerDt Trading 1994 - 1997Chicago, Il• Experienced in Chicago Board of Trade (Financial Room / Grain Room), Chicago Board Options Exchange, MidAmerican Commodity Exchange, and Chicago Mercantile Exchange.• Managed multi-million dollar open positions in financial and grain markets, insuring regulatory and internal compliance, including NFA, SEC, and NASD.• Delivered trader support to expand trading portfolios to grains and NY and foreign markets; provided markets by calling other trade floors to for quote information.• Sourced and negotiated a more efficient state-of the-art computer trading system and online network to replace legacy platform; developed training manual and conducted an office-wide training program. • Hired talent, ensuring new hires commitment to contribute to the long-range growth of the company.• Supervised trading floor support staff and after hours administrative staff, leading teams to move in the same direction to achieve goals.• On-boarded new employees on trade entry, trade checking on the floor, end of day closing out, and production of trading sheets.• Crafted the framework for individual performance to support business strategy and productivity benchmarks by coordinating team reviews, developing promotion criteria and creating training plans.
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Dpm Junior Options TraderHull Trading Company 1993 - 1994Chicago, IlExperience with Chicago Board Options Exchange. Monitored positions in six stock options and two indices. Traded based on proprietary trade system. Executed customer orders in a brokerage capacity. Fulfilled all administrative tasks required of DPM and trading.
Catherine R. Education Details
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Communications & Politics -
Coding Bootcamp -
Legal Assistant/Paralegal -
College/University Preparatory And Advanced High School/Secondary Diploma Program
Frequently Asked Questions about Catherine R.
What company does Catherine R. work for?
Catherine R. works for Memorial Hermann Health System
What is Catherine R.'s role at the current company?
Catherine R.'s current role is Advancement Services.
What schools did Catherine R. attend?
Catherine R. attended Randolph College, The University Of Texas At Austin, Rice University, Acs International Schools.
Who are Catherine R.'s colleagues?
Catherine R.'s colleagues are Gabrielle Cochran, Susan Ratcliff, Subodika Katukurunde, Rebecca Halata, Jerry Isbell, Domonique Norris, Denis M. Hyams Jr., Ma, Chpa®️.
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High End Retail Fashion Sales.Stylist.Creator Of Diveintostyle'Fashion Consultant,Private Shopper..Greenwich, Ct -
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