Team Operations Manager / Registered Financial Associate / Regional Training Communications Liaison
Sacramento, California, United States
Registered Financial Associate, Team Operations Manager, Regional Training Communications Liaison, Write Standard Operating Procedures, Project Manager, Analyze and prepare complex financial reports for financial planning and preliminary divorce financial analysis (cash flow, trace analysis, etc.); Planned, created content, organized, and executed educational seminars and client events; Collaborated with diverse professionals; Budget analysis, process expenses, accounts payables and… Show more Registered Financial Associate, Team Operations Manager, Regional Training Communications Liaison, Write Standard Operating Procedures, Project Manager, Analyze and prepare complex financial reports for financial planning and preliminary divorce financial analysis (cash flow, trace analysis, etc.); Planned, created content, organized, and executed educational seminars and client events; Collaborated with diverse professionals; Budget analysis, process expenses, accounts payables and receivables, follow-up on billing/pending invoices and maintain records; Team Public Relations point of contact; Enforce FINRA and SEC industry compliance, rules and regulations to prevent unlawful acts and aid in fraud prevention; Collaborated in strategic planning of business goals, team development, project management assignments; Trainer; Collaborate with select group of TCLs across the USA on the Baird Culture Video project. Show less