Resumes
Resumes
Senior Auditor
View pageLocation:
21401 west Edinbourgh Dr, New Berlin, WI 53146
Industry:
Financial Services
Work:
UMB Fund Services Jul 2012 - Jan 2013
Broker Dealer Specialist
UMB Fund Services Mar 2011 - Jun 2012
Investor services representative
J & S Carpet Cleaning Jun 2009 - Mar 2011
Carpet Cleaning Technician
Broker Dealer Specialist
UMB Fund Services Mar 2011 - Jun 2012
Investor services representative
J & S Carpet Cleaning Jun 2009 - Mar 2011
Carpet Cleaning Technician
Education:
Lakeland College 2011 - 2013
Bachelor of Arts, Accounting Herzing University 2010 - 2011
Diploma in Bookeeping and Payroll Accounting, Accounting University of Wisconsin-Whitewater 2001 - 2009
Bachelors in Music, Music
Bachelor of Arts, Accounting Herzing University 2010 - 2011
Diploma in Bookeeping and Payroll Accounting, Accounting University of Wisconsin-Whitewater 2001 - 2009
Bachelors in Music, Music
Skills:
Mutual Funds
Accounting
Microsoft Excel
Alternative Investments
Investments
Financial Statements
Financial Reporting
Microsoft Office
Financial Analysis
Securities
Equities
Hedge Funds
Financial Services
Fund Accounting
Fund of Funds
Series 6
Accounting
Microsoft Excel
Alternative Investments
Investments
Financial Statements
Financial Reporting
Microsoft Office
Financial Analysis
Securities
Equities
Hedge Funds
Financial Services
Fund Accounting
Fund of Funds
Series 6
Interests:
Children
Economic Empowerment
Politics
Education
Science and Technology
Arts and Culture
Economic Empowerment
Politics
Education
Science and Technology
Arts and Culture
Certifications:
Cpa
Cpa Candidate (Completed Reg 11/25/2014)
Finra Series 6 & 63
Cpa Candidate (Completed Bec 5/2016)
Cpa Candidate (Completed Reg 11/25/2014)
Finra Series 6 & 63
Cpa Candidate (Completed Bec 5/2016)
Thomas Subjak New Berlin, WI
View pageWork:
UMB Fund Services
May 2014 to 2000
Fund Accountant
UMB Fund Services
Milwaukee, WI
Mar 2011 to May 2014
Investor Services Team Lead
May 2014 to 2000
Fund Accountant
UMB Fund Services
Milwaukee, WI
Mar 2011 to May 2014
Investor Services Team Lead
Education:
Lakeland College
West Milwaukee, WI
2014 to 2016
MBA in Accounting and Finance
Lakeland College
West Milwaukee, WI
Dec 2013
Bachelor of Business
Herzing University
Brookfield, WI
Aug 2010
Diploma in Business
University of Wisconsin
Whitewater, WI
Dec 2008
Bachelor of Music in Cello Performance
West Milwaukee, WI
2014 to 2016
MBA in Accounting and Finance
Lakeland College
West Milwaukee, WI
Dec 2013
Bachelor of Business
Herzing University
Brookfield, WI
Aug 2010
Diploma in Business
University of Wisconsin
Whitewater, WI
Dec 2008
Bachelor of Music in Cello Performance
Skills:
CPA candidate (completed REG 11/14)