Years of experience: 12
FinanceTutorSport FanGraduate StudentEducation🏐 Sports
Trust Score
Highly reliable; strong professional involvement.
Michael's Career Path
Feb. 2021 -Present
Lord Nelson PropertiesAccounting Manager
San Francisco Bay AreaMaintaining accurate and up-to-date financial records.
Recording financial transactions, including invoices, receipts, and expenses.
Analyzing financial data to identify trends, opportunities, and risks.
Regularly reconciling accounts to ensure accuracy and resolve discrepancies.
Utilizing accounting software and tools to streamline tasks and improve efficiency.
Assisting with long-term finan...
Jan. 2020 -Feb. 2021
Lord Nelson PropertiesProject Manager
San Francisco Bay AreaEnsuring project deliverables meet quality standards and ownership requirements.
Developing project plans, including scope, objectives, timelines, and resource requirements.
Creating and maintaining project budgets.
Tracking project expenditures and ensuring cost control.
Mar. 2019 -Nov. 2019
JPMorgan Chase & Co.Licensed Banker
San Francisco Bay AreaObtained Series 6,63 securities licenses
Analyzed clients' financial situations to recommend strategies
Maintained assigned portfolio of clients.
Opened and serviced personal and trust accounts.