Jim Doherty

Jim Doherty

Accountant

Followers of Jim Doherty855 followers
location of Jim DohertyLos Angeles, California, United States

Connect with Jim Doherty to Send Message

Connect

Connect with Jim Doherty to Send Message

Connect
  • Timeline

  • About me

    Vice President at First Trust

  • Education

    • Saint Xavier University

      2004 - 2008
      Bachelor's degree Accounting
  • Experience

    • Desmond & Ahern, Ltd.

      Jan 2008 - Jan 2009
      Accountant

      • Performed individual, corporate and trust tax returns• Performed audits of non-profit organizations• Transferred data of existing clients onto new software platform• Performed bookkeeping duties for various companies

    • LA Fitness

      Jun 2009 - Jul 2010
      Training General Manager

      • Hired, trained and mentored over 20 sales reps• Managed up to 30 personal trainers• Reviewed daily sales reports with RVP to develop sales strategies• Performed sales training with sales reps to ensure personal growth• Opened up the LA Fitness signature club downtown • Increased year over year sales performance by 10%

    • Sunda New Asian

      Aug 2011 - Dec 2018
      Lead Server

      • Helped train new waiters on service expectation and restaurant policies in a $10 million restaurant • Head server which consisted of manager support to the service staff• Efficient and knowledgeable on a six-page menu that consisted of a wide variety of Southeastern Asian Cuisine and extensive beverage package• Consistently in the top tier of monthly sales and price per head• Efficient at multi-tasking in a fast-paced environment that seats 200+ guests at a time Show less

    • First Trust

      Oct 2019 - now
      Financial Wholesaler - ETF & SMA Specialist | First Trust

      I work as one of six specialists, on the Southern California team, dedicated towards helping financial advisors and RIAs grow through ETF, UIT, and Structured Product portfolio ideas, educational events, business consultants, and research & investor support.

  • Licenses & Certifications

    • Series 7

      FINRA
      Oct 2019
    • Series 66

      FINRA
      Nov 2019
  • Honors & Awards

    • Awarded to Jim Doherty
      Jeff Awards Joseph Jefferson Committee Aug 2016 The Jeff Awards are Chicago's theatre awards. In 2016 we won best play and best ensemble for "United Flight 232" by Vanessa Stalling with The House Theatre of Chicago.
    • Awarded to Jim Doherty
      Champion of Character/ Team Captain Football Coaches Nov 2008 These awards were all received during my final year of football at Saint Xavier University. They represent leadership abilities, work ethic and discipline. The champion of character award is chosen by the coaches and is someone who has shown examples of outsanding character during the season and represents the team in the playoffs.
  • Volunteer Experience

    • Leadership Team

      Issued by Reach on May 2017
      ReachAssociated with Jim Doherty
    • Sponsor Team

      Issued by RefugeeOne on Jan 2017
      RefugeeOneAssociated with Jim Doherty