Small business accounting and financial services. Specifically in bookkeeping, bank reconciliation, GST/HST preparation and monthly/quarterly financial statements.

Trading US equity securities using technical analysis, specifically trend lines and counter trend lines, with support/resistance and fibonacci as guide to entry and exits.Developed, implemented and initiated the business continuity and disaster recovery plan for Standard Life Investments starting in 1999.Developed and implemented the trading department mandate in the area of communications, assessment of market conditions and execution of trades, increasing market knowledge and flow of communication.Played pivotal role in supporting company's directive for opening Boston office by leading daily meetings; distributing information and procedures to achieve a seamless transition.Facilitated ongoing dialogue between research analysts, portfolio managers and other in-house traders about order flow and market direction using technical analysis. Implemented live performance reports based on specific benchmarks, calculating the daily value added on specific funds.Achieved the lowest Cost of Execution among the four global trading desks resulting in lower transaction costs for clients.

Responsible for multi-million dollar portfolio (money market and FX), Cash Management (liquidity forecast, cash position, electronic bank statement) using short term securities for liquidity purposes.Managed Money Market Portfolio trading short term securities achieving First Quartile in SEI Investment Performance Reports for Mutual Funds.Developed computerized spreadsheet reports acquiring faster return in information.Managed money market assistant as succession plan increasing efficiency.

Demonstrated excellent trading skills with best execution adding value for clients.Informed portfolio managers about daily market conditions and trading flows using daily communication reports.Identify trading opportunities presented by stock market movements, volatility and interest rate changes to the portfolios managers.

Initiated computerized in-house performance reports allowing quicker information for marketing.Expanded role increasing awareness of value added for performance reports.Supervised assistant and delegated assignments to enhance better communication among portfolio managers.

Improved computerized monthly reports achieving quicker response for data.Managed 15 office properties and shopping malls through to P&L, trial balance and cash flow from operations.Processed deposited and reported Tenant payments for all projects; identified delinquent payments.