Roman Skurdal Email and Phone Number
As a Financial Advisor at Ceva Advisors, I help you navigate your financial journey toward long-term growth and security. Whether it’s through personalized financial planning, tailored wealth management, or tax-efficient giving, the focus of our team is on empowering you to make confident, informed decisions with your resources.I’m passionate about partnering with individuals who want to steward their wealth wisely and pursue their financial dreams. Together, we’ll simplify the complexities of your financial life, helping you stay focused on what matters most.At Ceva Advisors, we’re an independent, employee-owned firm dedicated to providing customized financial strategies tailored to your unique goals. Our approach integrates dynamic asset management with personalized planning, helping your legacy reflect your vision and values.
Ceva Advisors
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Financial AdvisorCeva Advisors Feb 2024 - Present -
Financial AnalystCeva Advisors Nov 2023 - Feb 2024· Conducted financial research on funds, markets, and other related topics · Utilized API connections to store data to create custom Power BI reports visualizing key market and economic trends, · Developed detailed Excel-based reports on various portfolio models· Executed trades and rebalances for portfolios -
Financial AnalystAberdeen Capital May 2023 - Oct 2023Harnesessed data from real estate portfolios to create and manage SQL databases, develop custom dashboards providing actionable insights, underwrite deals, and aid in the analysis of both owned and target affordable housing properties. -
Underwriting Analyst InternAberdeen Capital May 2022 - Apr 2023Woodinville, Washington, United States· Created SQL database to store real estate deals and property information to streamline the underwriting process· Developed Power BI dashboards connected to the SQL database for investment pitch decks and in-depth analysis of Aberdeen’s real estate portfolio· Reformatted excel underwriting model to create a live updating model connected to the SQL database· Underwrote LIHTC deals for low-income housing real estate investment· Aided in applications for government funds for the development and acquisition of low-income housing deals -
Finance Department InternEmerald City Pizza May 2021 - Jan 2022Mukilteo, Washington, United States· Created and complex excel reports for tracking sales trends to compare with financial decisions made at the individual store level and to recognize performance trends in stores.· Created lease action reports which consolidated and updated lease data to be used in negotiating new leases and decision-making regarding current leases for stores.· Generated weekly financial reports to be sent to shareholders.· Generated financial statements after the accounting period close.· Aided in creating deposits, journal entries, accruals, and other miscellaneous accounting items. -
Distribution AssociateAmazon Dec 2020 - Jan 2021Kent, Washington, United States -
Distribution Associate And Batching LeadAmazon Mar 2020 - Aug 2020Kent, Washington, United States -
Turf Maintenance AssociateEcho Falls Country Club May 2019 - Nov 2019Snohomish, Washington, United States -
Turf Maintenance AssociateEcho Falls Country Club May 2018 - Oct 2018Snohomish, Washington, United States
Roman Skurdal Skills
Roman Skurdal Education Details
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Finance And Bs, Economics
Frequently Asked Questions about Roman Skurdal
What company does Roman Skurdal work for?
Roman Skurdal works for Ceva Advisors
What is Roman Skurdal's role at the current company?
Roman Skurdal's current role is Financial Advisor at Ceva Advisors | Specializing in Asset Management & Financial Planning.
What schools did Roman Skurdal attend?
Roman Skurdal attended Cedarville University.
What skills is Roman Skurdal known for?
Roman Skurdal has skills like Microsoft Excel, Microsoft Office, Problem Solving.
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