Experience

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  Oppenheimer & co. inc.

  Sept 1998 - Apr 2004

  Financial consultant

  As a Series 7, 6 registered representative and Series 65 registered investment advisor conducted stock, bond, options, and mutual fund transactions for clientsDeveloped mutual fund portfolios for clients based on investment goals, time frames, and risk toleranceAs a life and health insurance registered representative sold short term life insurance products and annuitiesOffice responsibilities included check depositing, account registration and transfers, depositing of certificates of deposit, and sending out of transaction confirmations Show less

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  Sl rudnick accounting

  May 2007 - Jan 2013

  Self employed accountant/quickbooks proadvisor

  Installed QuickBooks® proprietary software , set up chart of accounts, and set up assigned permissions Provided QuickBooks® tune up services which consists of reclassifying transactions, review of chart of accounts and items list, resolving problems stemming from deposit records errors and conducted bank reconciliations, and fixed unapplied customer/vendor payments and creditsCreated customized reports QuickBooks® financial reports for clients: combined reports, costing/time tracking by project, and a variety of invoice and tax reportsTrained employees of nonprofit organizations and small businesses in recording QuickBooks® transactions and producing QuickBooks® reports Show less

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  Cambridge college global

  Sept 2011 - now

  Adjunct faculty

  Direct and facilitate two weekly online discussion threads per classClarify accounting and financial concepts, procedures and calculations as given in textbook and addition research materials from theoretical research and case study researchProvide additional resources and instruction to meet the needs of studentsEvaluate student’s progress in the course and assign score and grades accordingly and fairlyAlert the student has assigned student support if the student is having continuous difficulty Hold regular weekly office hoursCourses taught in MBA and MSF programs: Managerial Accounting, Corporate Finance, Financial Markets, Managerial Finance, Financial Modeling, Investment management and MBA Capstone Show less