Edward Kimball - Chief Operating Officer Resume Simple
Over 15 years of experience in the financial services industry. I am a highly motivated, results-driven, and a team player with a proven track record of success in the areas of finance, operations, and sales.
Oversee the operations of the Finance department, including the development of the investment strategy, risk management, and cash management, technology, and real estate.
Responsible for the development of a new marketing and accounting platform, including the creation of a real estate portfolio, and the analysis of the firm's core business.
Work closely with the CFO, VP of Finance, SVP of investor relations, and the executive team to develop and implement a new business model.
Responsible for the development of a new business lending platform, which resulted in a $1.2M loan portfolio.
Manage the commercial real estate portfolio including the development of a new business model, and the integration of a new loan portfolio.
Work with the real estate team to develop and implement a new business development process, including the creation of a new client base, and the development of a new leasing program.
Built a Series of investment models and presentations for the portfolio managers and the senior Vice President of the company.
Monitored and analyzed the impact of the P&L and the risk of the portfolio using the strategy and market data.
Managed the portfolio of a $400 million bond fund, which included the issuance of a new York state and the first lien waiver.
Analyzed and evaluated the performance of the portfolio and recommended strategies to improve the company's financial performance. Developed and implemented a new process to track and monitor the investment portfolio.
Analyzed and evaluated the performance of the portfolio and recommended strategies to meet the needs of the client. Developed and implemented a comprehensive financial plan.
Created and implemented a new investment strategy and portfolio management system. This included the development of a proprietary trading platform, and the creation of a new client-based platform.