Jeff Malone Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. MALONE FINANCIAL LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K83597. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Atlanta, Ga

Helping Individuals & Business Owners achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.

Atlanta, Georgia

•Provide an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationship(s)•Utilize resources to conduct effective consultative client conversations•Perform financial analysis & provide solutions that meet client(s) needs•Focus on all client segments including Retail Banking, Investments, IRA plans, etc.

Matawan, New Jersey - Atlanta, Georgia

•Software Tool design/Testing Lead; Utilize Excel, SQL, Oracle, etc.•Manual Testing to create automated calculations; providing a Roth TSP vs. Traditional IRA comparison (manipulating data & analyzing current and/or forecasted values)•Provide automated guidance on participant(s) IRA/401K/403B account growth•Create visual design, language, & formulas;•Write documentation on how calculator updates to reflect any and all regulations; QA Testing in large scale database environment(s) (front end and back end)•Provide complete analysis of manual calculations and test scripts•Team Lead on production and development

Atlanta, Georgia

•Reading & Understanding Analysis Specifications from Client Implementation Requirements Documentation(s) (utilizing SDLC, GUI, SQL, etc.)•Front & Back End web testing; Writing Code, Testing Code, Analysis, Methodology, & Technical Documentation•Programming, Preparation/Review of test cases & scenarios for Retirement Plans (Pension, IRA, etc.) & Insurance testing, Reporting of defects throughout various Implementation(s)•QA Testing of various calculations; identifying test participants, creating automated test scripts, test plans, test cases, data conversion, & performing Manual Calculations/Macros in Excel; (Manipulating data & analyzing current and/or forecast values)•Auditing, evaluating, and correcting/debugging calculation and documentation issues

West Palm Beach, Florida Area - Atlanta, Georgia Area

•Ranked in the top in my Region (number 7 of 200) for the company at year end 2006•District Manager for all WFF non-RE products, meeting each week with all Store Managers to present reports on various weekly & monthly goals•Responsible for first-level management of training process of new associates•Analyzed credit & financial apps/situations, while managing 1st rate customer service•Mortgage Refinancing/Debt Restructuring •Reviewed credit data to determine rating•Legal compliance and Market-Risk

Statesboro, Georgia

•Supervise/Allocate responsibilities throughout entire department (10 employees)•Manage inventory reports, job assignments, files, and supply chain•Maintain departmental daily, weekly, & monthly goals•Track all transactions in all files & work orders while managing deadlines & budgets•Assist all department employees; Maintaining Machinery & Supply Chain

Cleveland, Ohio

•Loan Data Inputting; Analyze & Complete Journal Entries on customers’ loan accts.•Quality Control; Reconciliation of Accounts; Financial Planning & Analysis•Loan completion, Financial Reporting, and Documentation Services•Analyze customer bank/loan accounts and financial investments•Daily Mailing distribution – Loan Services & Loan Completion Dept(s)

Bachelor Of Business Administration (B.B.A.), Accounting, Minor In Spanish Language And Literature

Activities and Societies: •Latino Outreach Mentor, Fall 2004-Spring 2005 •Accounting Association, Spring 2004 •Delta Sigma Pi, Spring.

Bachelor Of Business Administration (B.B.A.), Accounting

Activities and Societies: Delta Sigma Pi