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RssFinancial Analyst

I am looking for an entry level analyst, junior associate or associate trading position.

Financial Analyst

Hercules, CA

About Me


Accounting & Finance


Financial Analyst

Education level:


Will Relocate:



Hercules, CA

Work Experiences

10/1999 - 3/2004

Merrill Lynch

Individual Contributor

  • -Handled all client service operations for Wealth Management/Commercial Lending Team at ML. -Collaborated with Wealth Advisors in strategy selection, asset allocation, and trade execution. -Performed all operations for 2nd largest commercial lending team at Merrill Lynch (worked closely with CFO and Controller of clients) with cash management, bookkeeping, commercial loan activity, asset management, credit references, emergency credit line updates. -Worked closely with Institutional Money Managers (funding, client specific strategies) -Opened various types commercial loan accounts (working capital line of credit, term loans, real estate loans, mortgages) -Worked closely with Merrill Lynch Business Financial Services in Chicago, IL -Consistently a top sales associate in the office. -Assisted the Associate Finance Manager in spreading of financial statements for loan prospects. -Marketing coordinator- managed team of cold-callers, coordinated prospect mail outs (managed 5 interns a semester) -Assisted a top mortgage producer in servicing various types of Merrill Lynch Mortgage products