Gwendolyn Mitchell, Mba Email & Phone Number

Kerrville, Tx, Us

Kerrville, Tx, Us

Work towards certificate of financial planning (CFP). (Includes education requirements, future exam, SIE and series 66 registration.)

• Relocated parents from Parker, Colorado to Kerrville, Texas.• Enforced financial power of attorney to complete sale of home in Colorado, transfer assets to Texas, manage financial transactions.• Co-trustee to manage estate planning previously established including various financial transactions.• Enforced medical power of attorney to manage healthcare.

Richardson, Tx, Us

• Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning• Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor.• Gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and eMoney, which included live sessions with representatives from each company.

Liberty Corner, Nj, Us

• Consulted for start-up of new ethane cracker for TotalEnergies.• Provided consulting services to various downstream energy assets.

• Supported attorney through probate process.• Managed final financial affairs according to will instructions.

Project management for construction including financial management of construction loan, builder budget and schedule, change order contracts, and subcontractor performance.

Findlay, Ohio, Us

• Internal liaison from executive management to complete financial transactions, advise different functions on government processes and procedures, engage external consultants, create new processes and procedures and represent corporate interests to third parties related to new regulations that required the purchase of environmental credits. The overall cost of compliance was $2.5 billion per year.• Provided strategic planning to analyze business, competitive and regulatory environments related to a five-year plan. This included reviewing SEC filings, creating economic screenings, understanding operating envelops, creating and delivering presentations and evaluating capital investments. The annual revenue of Tesoro Corporation was $23 billion.

London, England, Gb

• Provided strategic direction to site by managing capital budget from corporate strategic planning group. Evaluated individual projects to determine net present value and internal rate of return. Determined economic analysis for entire site in future state to determine net present value for potential sale. The overall net present value of the Texas City refinery was $2.5 billion and was purchased by Marathon Petroleum.• Managed relationships with suppliers and customers to respond to operations of site and manage inventories and balances to maintain daily production rates of refined products. The gross margin of the Texas City refinery was over $1 billion per day.• Process engineering for various projects and unit operations to provide technical support.

Master Of Business Administration (M.B.A.), Mba With Concentration In Economics

Bs, Chemical Engineering

Education record