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CONFIDENTIAL
ANGELA SCARPINITO
2426 Capri Place
North Bellmore, New York 11710
Objective: To secure a position as a bookkeeper and utilize my experience in accounting to deliver high quality service to my
employer.
EXPERIENCE
12/2009-2015 J.P. MORGAN SECURITIES, LLC NEW YORK, NY
Vice President, Financial AdvisorInvestments & Managed Money
 Implement compliance regulations for transparency of cash flow analysis.
 Managed two investment offices.
 Financial Asset Based Modeling & Planning.
 Develop firm’s market strategy.
 Provide technical expertise, strong revenue results, asset growth in investments,and fiduciary products.
2002-2009 Citigroup New York, NY
Vice President, Financial Advisor
 Performed extensive financial modeling including asset allocation analysis.
 Sales and relationship management skills.
 Answer client calls.
 Deliver high quality service to complex individuals or corporate clients.
 Self-starter with creative problem-solving skills.
2001-2002 United Bank of Switzerland (UBS) New York, NY
Financial Advisor, United Bank of Switzerland UBS
 Proposed wealth management opportunities.
 Developed business strategies &grow client base.
 Propose appropriate financial strategies.
 Collaborated with team members to create an annualbusiness plan.
 Partner with team members to create marketing plans and track prospecting activities.
1998-2001 Merrill Lynch, Pierce, Fenner, & Smith New York, NY
Registered Representative
 Developed a book of business to meet and exceed required performance hurdles.
 Balancing investment management, sales activities, & compliance.
 Planning and managing resources to run an optimal practice.
 Performed fundamental research.
 Supported branch with valuation opinions and industry updates from equity and fixed income desk.
1998-1987 B.D. Building Corporation New York, NY
Bookkeeper
 Operated as a Full-Charge Bookkeeper; kept the office running smoothly.
 Maintained Financial Records for the company: General Ledger, Accounts Payable/Receivable
 SOX Compliance transparency.
 UCC & Common Law Contract documents/Time is of the Essence/Penalty Clauses/Installment Contracts
 QuickBooks
 Excel HLOOKUP/VLOOKUP.
 Requisition & Purchase Orders.
 Word, Excel, Access, PowerPoint, Visio, and People Soft
 Reconcile Bank Statements/Payroll
 Best Practice Audits with State Insurance Fund.
 Calculate & Submit Tax Payments to IRS
 Job Preparation: Materials/Workers: Work with Sub-Contractors
 Answer Phones:Excellent communication skills.
CONFIDENTIAL
EDUCATION
1978-1982 SYRACUSE UNIVERSITY SYRACUSE, NEW YORK
 Bachelor Degree
 Majored in Finance & Economics, and Advanced writing.
 Dean’s List
Western Michigan University: Thomas Cooley School of Law 1L
Lansing, Michigan
 Registered with the State Bar of California Office of Admissions-Character & Fitness
 File#: 441588 Filed 07/08/2014
 American Bar Association Member
 Studied Contracts/Torts/UCC
CERTIFICATIONS
 Series 7 NASD/FINRA Licensed to Trade on NYSE/NASDAQ
 Series 66 NASD/FINRA Licensed to Trade on NYSE/NASDAQ
 Life, Annuity, & Health License NY LA-899312
PROFICIENCIES
 Excellent organizational skills in record documentation
 SQL-Compliant Databases
 Providing a summaries of recommendations for tactical solutions
 Working with Oracle Software Databases for general ledgers and trade reconciliation in real-time
 Lexis-Nexis
 Westlaw
 AML Proficiency
 Auditing Guidelines Best Practice
Contact Information:
delaware5@verizon.net
(516) 254-9960
CONFIDENTIAL

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Resume scarpinito

  • 1. CONFIDENTIAL ANGELA SCARPINITO 2426 Capri Place North Bellmore, New York 11710 Objective: To secure a position as a bookkeeper and utilize my experience in accounting to deliver high quality service to my employer. EXPERIENCE 12/2009-2015 J.P. MORGAN SECURITIES, LLC NEW YORK, NY Vice President, Financial AdvisorInvestments & Managed Money  Implement compliance regulations for transparency of cash flow analysis.  Managed two investment offices.  Financial Asset Based Modeling & Planning.  Develop firm’s market strategy.  Provide technical expertise, strong revenue results, asset growth in investments,and fiduciary products. 2002-2009 Citigroup New York, NY Vice President, Financial Advisor  Performed extensive financial modeling including asset allocation analysis.  Sales and relationship management skills.  Answer client calls.  Deliver high quality service to complex individuals or corporate clients.  Self-starter with creative problem-solving skills. 2001-2002 United Bank of Switzerland (UBS) New York, NY Financial Advisor, United Bank of Switzerland UBS  Proposed wealth management opportunities.  Developed business strategies &grow client base.  Propose appropriate financial strategies.  Collaborated with team members to create an annualbusiness plan.  Partner with team members to create marketing plans and track prospecting activities. 1998-2001 Merrill Lynch, Pierce, Fenner, & Smith New York, NY Registered Representative  Developed a book of business to meet and exceed required performance hurdles.  Balancing investment management, sales activities, & compliance.  Planning and managing resources to run an optimal practice.  Performed fundamental research.  Supported branch with valuation opinions and industry updates from equity and fixed income desk. 1998-1987 B.D. Building Corporation New York, NY Bookkeeper  Operated as a Full-Charge Bookkeeper; kept the office running smoothly.  Maintained Financial Records for the company: General Ledger, Accounts Payable/Receivable  SOX Compliance transparency.  UCC & Common Law Contract documents/Time is of the Essence/Penalty Clauses/Installment Contracts  QuickBooks  Excel HLOOKUP/VLOOKUP.  Requisition & Purchase Orders.  Word, Excel, Access, PowerPoint, Visio, and People Soft  Reconcile Bank Statements/Payroll  Best Practice Audits with State Insurance Fund.  Calculate & Submit Tax Payments to IRS  Job Preparation: Materials/Workers: Work with Sub-Contractors  Answer Phones:Excellent communication skills.
  • 2. CONFIDENTIAL EDUCATION 1978-1982 SYRACUSE UNIVERSITY SYRACUSE, NEW YORK  Bachelor Degree  Majored in Finance & Economics, and Advanced writing.  Dean’s List Western Michigan University: Thomas Cooley School of Law 1L Lansing, Michigan  Registered with the State Bar of California Office of Admissions-Character & Fitness  File#: 441588 Filed 07/08/2014  American Bar Association Member  Studied Contracts/Torts/UCC CERTIFICATIONS  Series 7 NASD/FINRA Licensed to Trade on NYSE/NASDAQ  Series 66 NASD/FINRA Licensed to Trade on NYSE/NASDAQ  Life, Annuity, & Health License NY LA-899312 PROFICIENCIES  Excellent organizational skills in record documentation  SQL-Compliant Databases  Providing a summaries of recommendations for tactical solutions  Working with Oracle Software Databases for general ledgers and trade reconciliation in real-time  Lexis-Nexis  Westlaw  AML Proficiency  Auditing Guidelines Best Practice Contact Information: delaware5@verizon.net (516) 254-9960