
Sloan Luckie
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Sloan Luckie
- 12 Jahre, Feb. 1997 - Jan. 2009
Vice President
Merrill Lynch
Developed relationships with CIOs of several state pension and mutual funds by providing asset allocation and macro-strategy consultation. Presented various alternative investments including 130/30, portable alpha and principal protected notes to CIOs and portfolio managers. Interpreted interest rate, macro-economic and other macro data in order to assist portfolio managers in their investment decisions. Performed risk/reward analysis of equity investments
- 1 Jahr und 6 Monate, Sep. 1995 - Feb. 1997
Associate trader
Smith Barney
• Executed equity trades for various institutional clients. • Executed buy back programs for corporate clients.
- 2 Jahre und 3 Monate, Juni 1991 - Aug. 1993
Senior Auditor
Loral Corporation
• Supervised associate auditors to ensure assignments were completed accurately and according to internal audit procedures. • Tested internal controls by interviewing company personnel and reviewing transaction documentation to ensure financial data accuracy. • Recommended solutions to correct weaknesses in segregation of duties. • Audited the financial statements and internal controls of various subdivisions and reported findings to CFO.
- 2 Jahre und 11 Monate, Aug. 1988 - Juni 1991
Supervising Auditor
KPMG
• Involved in all aspects of managing, planning and performing financial audits of various clients including: o Planned assignments by assessing internal control risk, developing statistically based sample of documents to be audited and determining test work to be performed. o Evaluated and documented business process flows and procedures. o Supervised work of staff auditors to ensure firm audit procedures were implemented and completed within the budgeted time.
Ausbildung von Sloan Luckie
- 1 Jahr und 10 Monate, Sep. 1993 - Juni 1995
Finance
NYU- Stern School of Business
- 4 Jahre und 10 Monate, Sep. 1983 - Juni 1988
Accounting
University of Hartford
Sprachen
Englisch
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