Peter Gerry Email & Phone Number

Evaluate financial data, examine current events and market developments, examine the organization’s financial statements, and create financial models to predict future performance. Research on company’s financial data, in addition to thorough financial analysis and create financial models, to inform investment decision. Generate financial modeling and company credit analysis enhancing the security selection process.Translate financial data into detailed presentations and easy-to-understand financial reports. Assist Analysts and Investment Committee with research and data for investments, specifically those in the Midstream Energy Infrastructure space. Assist clients and their tax professionals in retrieval, updating, and understanding of Schedule K-1s and related tax issues.

Ridgeland, South Carolina

Implement and maintain investment models based upon Investment Committee strategies, including risk and performance metrics. Work closely with Private Client Portfolio Managers to ensure consistent implementation of models. Day-to-day trading and rebalancing of client accounts, including tax-loss harvesting. Communicate effectively with Financial Advisors and their clients on our investments and investment objectives.

Trenton, New Jersey

Responsible for documenting, assessing and testing of the General and Application controls in place for the many technology platforms throughout the State of New Jersey while maintaining a proficiency in financial and performance auditingCommunicate effectively with the auditee(s) to ensure that a friendly and productive working relationship is maintainedGenerated findings based upon deficiencies noted during field work and accurately gauge and communicate the impact of these deficienciesDocumented and reviewed the Business Continuity/Disaster Recovery Plans of State agencies andor the State’s Unemployment systemDocumented and reviewed the change management procedures for the State’s mainframe system Reviewed the controls over the UNIX operating system for the Pharmaceutical Assistance for the Aged and Disabled benefits filing program Performed physical and wireless security walkthroughs of the State’s Vicinage courthouses to determine if critical IT assets and infrastructure were adequately safeguardedReviewed the Judiciary’s Fixed Asset Management System, Business Continuity/Disaster Recovery plan, and change management proceduresAssisted in a Statewide data privacy assessment

Master Of Accountancy, Fraud And Forensic Accounting

B.S.B.A., Accounting

Activities and Societies: Beta Gamma Sigma