David J. Marnell Email & Phone Number

Jersey City, New Jersey, United States

• Maintain and safeguard the accuracy and security of students' academic records
• Manage the registration process for future and current students
• Maintain and monitor attendance records
• Ensure that the campus is compliant with DOE and SEVIS regulations, policies, and procedures
• Provide excellent customer service to students, faculty, staff, and other interested third parties
• Assist students transferring to the school (verifying documents in the file, making requests, consulting with the former school, etc.)

Brooklyn, New York

• Health Care Finance and Accounting Management: Provide students with an in-depth understanding of issues central to health care finance. Use lectures, in-class discussions and case studies to develop in students an.

Edison, New Jersey

• Financial Accounting: Explore the accounting cycle from the recording and analyzing procedures through the summarizing procedures and preparation of financial statements; the introduction of accounting for corporations.
• Computer Applications & Systems: Provide students with hands-on experience using a Windows operating system, a word processor, designing and implementing spreadsheets and producing presentations.

Newy York, NY

• Provide Undergraduate and Graduate students with an enhanced education in Essentials of Accounting, Intermediate Accounting and Federal Taxation.
• Meet with students once a week for three-and-one-half-hours of thought provoking, interactive lectures and discussions, plus demonstrations of problems and concepts.
• Combine weekly onsite activities with relevant online guidance (participate in student online discussions and present challenging questions, exercises and problems through the online discussion platform).
• Available to answer any students' questions via the online discussion platform on a daily basis.

Forest Hills And Bensonhurst, NY

• Present topics in a thought provoking manner, assess students’ progress and performance, provide positive feedback and guidance, and maintain order and discipline in the classroom.
• Introduction to Business: Introduce students to business administration and management, marketing, finance, human resources, and economics in the American market place.
• Business Management: Review the processes of management, decision-making, and organizational structure, including employer-employee relations, and managerial functions.
• Accounting: Principles of Accounting, Intermediate Accounting, Cost Accounting, Internal Auditing and Federal Taxation of Corporations.
• Principles of Finance: Provide students with a study of the basic principles, methods, and procedures of computerized finance encompassing financial markets, sources and uses of funds.

New York, NY

• Principles of Accounting:
• Provided students with an understanding of the fundamentals of accounting as it related to the various dimensions of business.
• Increased their ability to perform in an actual work environment when they enter the work force or start their own business.

Jersey City, NJ

• Office Administrator Specialist: Prepared individuals for employment in an office environment, including that of an Administrative Assistant, Office Administrator or Help Desk Professional.
• Microsoft Office Applications: Taught students general concepts and how to apply them in the business world - from preparing business correspondence to making spreadsheets, from creating impressive reports and.

New York, NY

• Reclassified account balances for Reserve Calculation (SEC Rule 15c3-3).
• Short Interest Reporting, Trading Activity Fees, SEC Fees, NYSE Form R1 and AMEX 1S/1RA.
• Opened and coded new accounts (borrows, loans, fails, suspense, P&S, dividend, multicurrency).
• Coded accounts for BACT, Autocage and FACTS (Focus Codes/Key Balance Report) systems.
• Reconciled Tri-Party Repurchase agreements and PAIB Repurchase agreements.

Hopewell, NJ

• Provided complete and accurate information to clients in a multitask, high-pressure environment.
• Assisted clients with general account inquiries and questions regarding their benefit plan investments and asset-related products. Researched and provided solutions to clients’ issues.
• Processed stock option exercises, stock purchases and sales, and fund withdrawals.

Livonia, Michigan

• Managed clients and utilized a multiple source prospecting system to obtain new clients.
• Explored clients’ financial needs (Mortgage Protection, Survivor, Educational Funding, Retirement Planning, and Wealth Transfer) and provided solutions (Annuities, Mutual Funds, Insurance: Life, Disability, and.

Troy, MI

• Provided clients with estate planning strategies by assisting with the preparation and funding of Revocable Living Trusts.
• Analyzed and monitored new business (annuity contracts) to ensure applications and pending policies were compliant and eventually in force.
• Also ensured existing clients received timely advice regarding their current financial needs.

Troy, MI

• Prepared estate planning document summaries, income tax projections, tax returns, asset allocation models, total return calculations and long-term (Monte Carlo) cash flow projections.
• In addition, prepared net worth statements, investment allocation and performance charts, balance sheets and stock option charts.
• Also communicated with clients, attended client meetings, assisted clients and helped spot planning opportunities.

Jersey City, NJ

• Established internal auditing procedures.
• Reviewed Possession and Control Obligations (SEC Rule 15c3-3) concerning aged securities in transfer, stock loans, bank loans, aged fails, dividends, and deficit increases.
• Reviewed the 15c3-3 Reserve Formula (weekly) and the 15c3-1 Net Capital Computation in order to identify, monitor, analyze and (where possible) reduce operational related charges.

New York, NY

(a) *1996-1999, Reviewed and tested adherence to the Possession and Control Requirements (SEC Rule 15c3-3), ensured compliance with internal procedures and regulatory requirements; also reviewed the Customer Reserve Formula and monitored deficit increases. Acted as a liaison with regulatory agencies.(b) *1994-1996, Balanced the firm's trading accounts with.

New York, NY

• Serviced retail accounts by monitoring and controlling activity with respect to available funds.
• Applied cash and margin bookkeeping to maintain the ledgers.

Mba, Accounting

Bba, Finance

Activities and Societies: DJ & Engineer at WBMB, College Radio Station

Course, Customer Protection Rule - 15C3-3

Course, Uniform Net Capital Rule - 15C3-1