Dylan Abercrombie Email and Phone Number
Dylan Abercrombie work email
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Dylan Abercrombie personal email
Analyst with financial statement testing and ratio analysis experience. Passionate leader, skilled at developing profitable relationships and working in high performing teams. Strong technical skills in Microsoft Office suite of programs developed through course work and applied in several employment experiences. Well versed with E*trade, with a complete stock trading portfolio. Publications are available upon request.
Ss&C Globeop
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Associate Fund Accountant At Ss&C GlobeopSs&C Globeop Sep 2023 - PresentLondon, Gb
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Launch Fund Accounting, Operations And Investor ServicesSs&C Globeop Jul 2023 - Aug 2023London, Gb• Learned the different business divisions across the organization • Completed e-Learnings about fund administration, hedge funds, investor services, and private markets• Developed and expanded knowledge about debt, equity, and derivatives• Used VMS to develop an understanding of Geneva • Built master feeders, standalone feeders, split phase and carried interest waterfalls in Geneva for hedge funds and private equity funds • Completed foundational presentation skills workshop
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Capital AnalystArtisan Strains Jul 2019 - Present• Researched and developed relationships with qualifying nurseries• Retained a nursery certificate of registration from the Department of Agriculture and Consumer Services• Connected executives looking for capital partners
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Freelance AnalystCliintel Capital Sep 2018 - PresentDenver, Co, Us• Analyze a potential acquisition and provide a recommendation • Provide forecasted/projected earnings using BDS Analytics • Determine KPI’s like capital structure and requested capital• Connected executives looking for capital partners -
Project Set-Up CoordinatorMastec Communications Group Mar 2023 - Jun 2023Coral Gables, Fl, Us• Supported team by validating items existence in Oracle by performing a VLookup on data pulled from OBIEE• Loaded and validated customer data to facilitate processing for automations• Validated and added event lines in Oracle to assist teams in creating billing and driving revenue • Downloaded reports to perform reconciliation of our system and customer systems• Mapped sales orders in Oracle to update projects through the automation -
Senior Funding ManagerBig Think Capital Mar 2022 - Oct 2022Melville, New York, Us• Developed relationships with prospects and clients, while determining their business needs• Provided commercial real estate financing, equipment financing, lines of credit, consolidations, and working capital • Analyzed account receivable reports, bank statements, profit and loss statements, and tax returns• Forecasted projected revenue for prospects and clients • Negotiated client approvals with funding partners • Strategized pitches based on budgets, factor rates, terms, and payments -
Senior Marketing CoordinatorThe Flowery Jan 2021 - Oct 2021Homestead, Florida, Us• Achieved a goal of 1,000 new patients, reducing the surety bond from $5 million to $2 million• Analyzed and approved email and text campaigns, using pivot tables to sort recipient data • Developed relationships with patients utilizing live chat, phone, and email while documenting customer analysis• Established and cultivated relationships with doctors while attending patient days and setting up marketing displays• Implemented quality control practices inside grow and packaging department using customer analytics • Trained patient relations team on customer service protocols and sales tactics • Utilized Leaf Logix to update products on our website, Leafly, and Weedmaps• Researched, organized, set up, and marketed events statewide, while developing influential contacts -
Client Service AssociateRetirement Consultant Services Jun 2020 - Dec 2020Ft Lauderdale, Fl, Us• Updated portfolio models using Microsoft Excel and Microsoft Word• Researched market data to develop an analysis on the current market and economy• Coordinated meetings with investment managers to discuss market opportunities in equities and bonds • Utilized Redtail CRM software to efficiently manage client data -
Advisor Development Summer Analyst At Merrill Lynch Wealth ManagementMerrill Lynch Wealth Management, Bank Of America Corporation Jun 2018 - Aug 2018• Conducted face-to-face workshops with employees that utilize the ML Digital Wealth Management tools • Scheduled meetings with Financial Advisors and discussed business development/client acquisition activities • Assisted Financial Advisors and Client Associates with creating a client onboarding checklist• Gained knowledge about the breadth of Merrill Lynch products and services offerings to clients and prospects• Completed a cross line of business team project identifying client goals and priorities through identifying needs
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Internal Audit InternMastec, Corporate May 2017 - Jul 2017• Documented key controls in processes, recognized gaps in controls, and wrote process narratives • Conducted interviews, processed walkthroughs, and logged interviews• Updated control matrices and performed analysis using Microsoft Excel and Microsoft Word• Completed and recorded substantive tests of general ledger journal entries and percentage of completion jobs
Dylan Abercrombie Skills
Dylan Abercrombie Education Details
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Nichols CollegeAccounting And Finance
Frequently Asked Questions about Dylan Abercrombie
What company does Dylan Abercrombie work for?
Dylan Abercrombie works for Ss&c Globeop
What is Dylan Abercrombie's role at the current company?
Dylan Abercrombie's current role is Associate Fund Accountant at SS&C GlobeOp / Freelance Analyst / Hedge Fund / Private equity / Emerging markets / Financing.
What is Dylan Abercrombie's email address?
Dylan Abercrombie's email address is dy****@****wery.co
What schools did Dylan Abercrombie attend?
Dylan Abercrombie attended Nichols College.
What skills is Dylan Abercrombie known for?
Dylan Abercrombie has skills like Leadership, Microsoft Word, Microsoft Excel, Accounting, Finance, Stock Market, Financial Planning, Microsoft Powerpoint.
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