Katherine Brooke
4979 Apache Ave
Batavia, IL 60539
(123)-882-9504
b.katherine@emailaddress.com
Objective
Seeking a position as a VP.
Summary of Qualifications
Vast experience regarding financial information
Thorough understanding of finance and accounting procedures
Financial management systems skills
Excellent skills in analyzing and evaluating complex data and information
Good communication skills
In-depth ability to influence persuade and negotiate
Proficiency in computer applications related to work
Knowledgeable in applicable laws, codes and regulations
Professional Experience
VP Investments, January 2007 - Present
The Hartford, Hartford, CT
Managed and reported financial activities associated with investment portfolios of partners organizations.
Provided recommendations and advised on proper investment acquisitions, methods, policies and taxes of invetments.
Processed trades and logging activities in the appropriate ledger.
Reconciled partnership investment funds and prepared loan reports.
Reviewed, checked and verified bank and investment reports and dividends data.
Processed security investment requests for large corporations.
Investment Accountant, March 2004 - December 2006
Premera, Mountlake Terrace, WA
Provided reports, analytics to justify investment yields.
Provided cross reference information and details of previous investment highs and lows.
Provided income analysis that support investments losses and gains.
Maintained accurate records and documented reconciliations from the ledger to the central database.
Maintained records of endowments and other third-party investment activities.
Education
M.S. in Accountancy, 2004
Stanford University, CA
Bachelor in Science in Accountancy
Stanford University, CA
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