David Graham, Mba

David Graham, Mba Email and Phone Number

Head of Professional Services at Yooz Inc @ Yooz Inc.
aimargues, occitanie, france
David Graham, Mba's Location
Dallas, Texas, United States, United States
David Graham, Mba's Contact Details
About David Graham, Mba

Dedicated IT professional and experienced Product Owner/Business Analyst. Demonstrated history of solving real short term and long term problems. Skilled in Requirements Documentation, Business and Technical Analysis. Educated and experienced with Agile/Scrum in IT. Professional, with a MBA focused in Finance from The University of Texas at Arlington.

David Graham, Mba's Current Company Details
Yooz Inc.

Yooz Inc.

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Head of Professional Services at Yooz Inc
aimargues, occitanie, france
Website:
yooz.fr
Employees:
94
David Graham, Mba Work Experience Details
  • Yooz Inc.
    Noram Head Of Professional Services
    Yooz Inc. Jan 2019 - Present
    Dallas/Fort Worth Area
  • Franklin American Mortgage Company
    It Product Owner/ Business Analyst
    Franklin American Mortgage Company Jun 2016 - Sep 2018
    Irving, Tx
  • Franklin American Mortgage Company
    Emb Auditor
    Franklin American Mortgage Company Jan 2014 - Jun 2016
    Irving, Tx
  • Franklin American Mortgage Company
    Compliance Analyst
    Franklin American Mortgage Company Aug 2012 - Jan 2014
    5221 N. O'Connor Blvd. Suite 900 Irving, Tx 75039
  • Sarker Investments Llc
    Portfolio Manager/Chief Compliance Officer
    Sarker Investments Llc Jan 2009 - Mar 2012
    Key Professional Accomplishments:• Researched and implemented a trading strategy that returned a 28.21% net return in its first year of use.• Designed promotional materials and presentations to successfully raise over 2.5 million dollars for the fund from 2009 to 2011. • Assisted in the design, and took responsibility for the maintenance of the fund’s share based accounting system using Excel.• Maintained professional relationships with partners through monthly reports as well as quarterly market commentary and outlook letters.Experience: • Portfolio Management: security analysis, equity research, investment selection, equity valuation techniques, trading and implementation, alternative investment strategies.• Fund Accounting: Balance sheet, income statements, general ledgers, and tax prep. • Legal and Compliance: Writing and editing private placement memorandums, policies and procedures, company operational manuals, disclaimers, presentation materials, communications reviews. • Client Communication: Brochure design, presentations, monthly and quarterly financial performance reporting, market commentary and outlook.
  • Sarker Investments Llc
    Assistant Portfolio Manager
    Sarker Investments Llc Jan 2008 - Jan 2009

David Graham, Mba Skills

Analysis Stock Management Portfolio Management Microsoft Excel Equity Research Market Research Training Equity Valuation Compliance Technical Analysis Trading Research Business Analysis Customer Service Business Process Improvement Agile Methodologies Accounting Tax Preparation Report Writing Economics Information Technology Financial Services Strategic Planning Finance Strategy Mortgage Lending Financial Analysis Risk Management Data Analysis Project Management Excel Word Powerpoint Access Problem Solving Team Building Management Leadership Security Analysis Investment Selection Series 65 Respa Wholesale Lending Organizing Requirements Gathering Sql

David Graham, Mba Education Details

Frequently Asked Questions about David Graham, Mba

What company does David Graham, Mba work for?

David Graham, Mba works for Yooz Inc.

What is David Graham, Mba's role at the current company?

David Graham, Mba's current role is Head of Professional Services at Yooz Inc.

What is David Graham, Mba's email address?

David Graham, Mba's email address is da****@****ooz.com

What schools did David Graham, Mba attend?

David Graham, Mba attended The University Of Texas At Arlington, Dallas Baptist University.

What skills is David Graham, Mba known for?

David Graham, Mba has skills like Analysis, Stock Management, Portfolio Management, Microsoft Excel, Equity Research, Market Research, Training, Equity Valuation, Compliance, Technical Analysis, Trading, Research.

Who are David Graham, Mba's colleagues?

David Graham, Mba's colleagues are Claire Larquetoux, Valéry Vilquin, Geoffroy Morin, Benoit Planche, Agnes De Filippis, Fred Anderson, Antoine Sandoval.

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