Daniel Vickers - Principal Resume Simple
SUMMARY
A highly motivated, results-driven finance professional with over 15 years of experience in the financial services industry. I am a self-starter who is a team player, and a team player.
SKILLS
  • exchange, manager, marketing, equities, operations, strategy, database, communications
  • valuation
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Principal

    Allegheny General Hospital

    • Lead Analyst for the drafting of the investment Committee and the marketing and execution of the firm's proprietary database. Responsible for the creation of a quantitative and qualitative model for the global equities portfolio.
    • Provide training to the portfolio Manager on the development of a strategy for the client base. Operations include the creation of a new client relationship.
    • Responsible for the communications of the exchange rate and the impact of the company’s website. This included the creation of a new web based application, which was used to track and manage the company's website.
    • Developing and implementing a new business model for the company. The firm has resulted in a 10% increase in revenue.
    • Responsible for the development of the new business and the creation of a new marketing plan for the company. I am also responsible for the creation of a new and more efficient and effective marketing campaign.
    • Manage the firm's largest client in the US, Canada, and Mexico. Also, responsible for the development of a new global marketing strategy.
  • 2017-12-252017-12-25

    Vice President

    North Shore Community College

    • Responsible for the valuation of the company’s largest public company in the United states. (2), a Fortune 500 company.
    • Responsible for the preparation of the annual budget and quarterly forecasts. Developed and maintained the financial model for the company.
    • Responsible for the development of the company's first ever-changing business model. Developed and implemented a new financial model to track the performance of the company.
    • Managed a portfolio of over $1 billion in assets and a total of $2.7 million in assets. This included the development of a new financial model, a comprehensive and customized investment plan.
    • Developed and implemented a new investment strategy for the company. Created and managed a portfolio of over $1.5 billion in assets.
    • Led the successful sale of the company to a new business unit. Managed the acquisition of a competitor. Provided financial support to the CEO.