Accomplished finance leader and CAO with extensive and diverse experience across the broker-dealer, asset-management, investment banking, legal and real estate industries. Proven track record of utilizing tools and best practices for budgeting, tracking and predicting business trends and providing forecasts and profitability analyses that drive business decisions and strategic planning. Recognized by colleagues for analytical skills and ability to effectively present and articulate recommendations.CORE COMPETENCIES AND FINRA LICENSES: Financial Statements & Reporting, Revenue Projections, Budgets & Forecasting, P&L Management, Policy & Procedure Development & Review, Results Focused, Problem Resolution, Team Collaboration, Microsoft Office Suite, QuickBooks, SIE, Series 27, Series 28, Series 99These are the comments of this employee only, and not of Valley National Bank, its subsidiaries or affiliates. No instructions for business transactions or which affect any client’s accounts will be accepted through LinkedIn. Communications may be monitored and retained by Valley. All information and comments are provided for informational purposes only. See https://bl.valley.com for further disclosures.