Sloan Luckie

Bis 2009, Vice President, Merrill Lynch
Chicago, Vereinigte Staaten

Fähigkeiten und Kenntnisse

An eleven year institutional equity salesman produ

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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