Resume - Newman, Jeff 305.321.1914
JeffN e w man jeffgnewman@gmail.com
LinkedIn
SUMMARY
Driven and accomplished finance professional looking to leverage 15 SKILLS
years of proven success explaining complex financial solutions to
Executives, Regulators and High Net Worth clients. Funding and Capital
Management
Executive leadership, team management, and problem-solving skills Executive Leadership&Team
crafted from years of trading and reporting experience in the face of Management
moving markets and time-sensitive regulatory deadlines. Regulatory Reporting and
Quarterly Disclosures
PROFESSIONAL EXPERIENCE P&L, Balance Sheet, Cash Flow
Financial Services Representative Reconciliation and Reporting
New York Life, Jacksonville, FL, 2019—Present SAP, BW
• 2020 NAIFA Florida Best Advisor under 40 Bloomberg
• 2020 President's Council winner MS Office Suite
• 2020 Million Dollar Round Table—Court of the Table recipient
Employee Training and
Assistant Vice President Development
Deutsche Bank, Jacksonville, FL, 2015-2019
HIGHLIGHTS
Joined as an AVP and promoted to Financial Control Team Leader. Currently responsible for
managing the IFRS 13 disclosure team globally. 2020 NAIFA Florida Best
• 2018 Rewards and Recognition Award Winner for Complex Disclosures. Advisor under 40
• Assured upper management the disclosure processes had completeness and 2018 Rewards and Recognition
control by creating transparent Cusip-level backup for all disclosures. Award Winner for Complex
• Oversaw and provided full transparency for the posting of month end journals, Disclosures.
intercompany balances,transfer pricing, and reconciliation of the balance sheet. 15 year record of performing
under the highest integrity
Chief Operations Officer standards
Investors Capital Partners, Key Biscayne, FL 2011-2015 Trained more than a dozen
Performed and managed operations for a private wealth group that annually executed
employees
trades totaling over 100 million equity shares and more than $5 Billion in fixed income. EDUCATION
• Opened institutional trading relationships with Global banks: including facilitating MBA, Finance
all KYC, Compliance and Trading requirements. University of Miami, Coral
• Produced all financial statements for the firm,traders, and principals. Gables, FL
Senior Equity Trader BSBA, Business
Management
Brickell Holdings, Miami Beach, FL 2007-2010 University of Florida,
• Traded $65 million of leveraged capital during The Great Recession. Gainesville, FL
• Managed Value at Risk for all traders on the desk.
LICENSE
Compliance Examiner
FINRA Series 7,63,65
Financial Industry Regulatory Authority (FINRA), Boca Raton, FL 2006-2007 License
• Conducted routine and special examinations of member firm's financials, sales,
trading, underwriting, and anti-money laundering practices.