Thomas Kee Email & Phone Number

Austin, TX, US

Austin, Texas Metropolitan Area

Austin, Texas Metropolitan Area

·Conduct detailed analysis and reconciliation of diverse reimbursement costs to ensure financial compliance with regulations.·Assist in the review, evaluation, and preparation of fund requests, contributing to effective financial resource management·Monitor, summarize, and report on disaster fund reimbursements, ensuring accurate and timely updates for.

Austin, Texas Metropolitan Area

·Skillfully handled cost allocations, evaluated budgets, and meticulously analyzed financial data, especially in Excel, to allocate expenses accurately across multiple projects and departments·Successfully managed sensitive government interfaces and non-governmental organization information, strictly adhering to confidentiality protocols·Proficiently.

San Marcos, Texas, United States

·Executing comprehensive top-down analysis of companies with a specialization in Healthcare and International equities·Conducting weekly advisory meetings for an actively managed portfolio valued at approximately $1.5 million·Utilizing comparative analysis and various models to evaluate a company's performance

Austin, Texas Metropolitan Area

·Collaborated with management to strategize and achieve monthly targets of 60 account openings and $250K in closed loans.·Managed a personal portfolio of high-net-worth customers with over $10 million in deposits, maintaining continuous customer contact and identifying lending opportunities·Established an average of 12 new personal and commercial.

Austin, Texas Metropolitan Area

·Assisted coverage at 10+ branches across the Austin/San Antonio market when personnel were vacant·Established, on average, 12 new personal and commercial relationships on a weekly basis·Managed monetary transactions that included foreign currency, wire transfers, and deposits/withdrawals while providing excellent customer service