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.)• Confer with students interested in transferring to another school and will collect the proper transfer forms, acceptance letters, etc., as well as the proper approvals from the Director• Contact students about reenrolling and about maintaining their status as full-time F-1 students. This includes alerting students nearing their I-20 program end date• Review and process all paperwork involved with student completions and terminations and ensure that students are notified of their status

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 appreciation of the dynamics associated with the management of financial information while building skill sets which will prepare students to actively engage in financial decision making.

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 presentations to managing schedules of appointments and tasks.

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 Critical Illness).

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 respect to position, Principle and Interest, and Profit and Loss. Analyzed and adjusted any errors found between the trading systems and clearance systems. (c) *1985-1994, Maintained daily contact with traders, Clearance Department and related financial institutions in order to resolve discrepancies in suspense accounts; also balanced clearance accounts.

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