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Karol K. | Elance
 
176985602337900
Last Sign-in: Feb 17, 2015

Karol K.

   Poland
  |   Wroclaw, woj dolnoslaskie

Overview

I have experience working for various financial institutions. With my experience and additional skills attained in business and financial analysis, I can help you evaluate business or investment opportunities. You will enjoy working with me if you truly believe in sustainable and values-based business management.

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Skills (10)

Tested
PowerPoint
Financial Modeling
Market Research
Company Research
Data Analysis
Client Relationship Building
Client Acquisition
Client Retention
DCF
Microsoft Excel

Employment

BNY Mellon
Senior Fund Accountant
2013 - Present
Responsibilities: Help manage a team; prepare and check reports and data from vendors, trustees, trade and reconciliation departments and clients to ensure a smooth valuation process. Achievements:...
Rabobank
M&A Analyst intern
2011 - 2012
Responsibilities: Data gathering and analysis for pitch presentations. Achievements: Delivered a research note on Poland¿s dairy industry and major dairy players in Poland, delivered history of a...
optionsXpress
Trading Specialist
2008 - 2009
Provided customer service to firm's clients via phone or chat who wanted to place online orders for equities, options, or futures contracts. Investigated order cost basis inquiries from clients by...
Ameriprise Financial
Financial Advisor
2006 - 2007
Composed fee-based written financial plans for clients and prospective clients. Advised clients on savings, investments, insurance and retirement planning.
Edward Jones
Investment Representative
2005 - 2006
Researched and prospected Chicago Midway area to open an investment office of Edward Jones.

Education

Carleton College
BA
-
Universiteit van Amsterdam
MBA
-
Hubbard High School
International Baccalaureate
-
Overview  |  Job History  |  Resume/C.V.

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Identity
Username
karolkno
Type
Individual
Member Since
December 2013
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Karol K. | Elance

Karol K.