Renee D. Dabbas
**** ********** **** ******, ** *5429 937-***-****
abjs2h@r.postjobfree.com
Education
GRADUATE STUDIES AT UNIVERSITY OF DAYTON, DAYTON, OHIO
Master of Business Administration (MBA)
CPA Eligible
Cumulative Grade Point Average: 3.57/4.0
Dean's Honor List Recognition
Ohio Leadership Scholarship
Member, Finance Club
Undergraduate Studies at University of Dayton, Dayton, Ohio
Bachelor of Science in Business Administration, Accounting Major
Grade Point Average: 3.3/4.0
Dean's Honor List Recognition
Ohio Leadership Scholarship
Member, Accounting Club
Member, Beta Alpha Psi Honors Fraternity
Software
MICROSOFT OFFICE SUITE
Advent Portfolio Suite (Advent Portfolio Exchange, Corporate Actions,
Report Writer Pro, Import/Export Utility)
Investigo
Microsoft ProSystems Fx
Peachtree
Experience
C.H. DEAN INC., PORTFOLIO ADMINISTRATOR/BUSINESS DEVELOPMENT
May 2009 - Present
Currently work in the trading and portfolio administration department of
C.H. Dean. Responsibilities include portfolio reconciliations, quarterly
reports, monthly account posting, tax prep, researching corporate actions,
class-action claim submissions, securities pricing, client deposits and
withdrawals, new client intake, trade reports, asset allocations.
Buckingham Financial Group, Financial Planning Internship
February 2007 - May 2007
Worked directly under department head to handle multiple tax-related tasks.
Duties included preparing tax returns, investigos, savings bonds
calculations, net worth statements, date of death values and other estate
planning items.
Consulting Office of John Woeste, Financial Consulting Internship
November 2006 - December 2006
Short-term internship under the tutelage of company founder John Woeste.
Created weekly reports, cash allocation reports, handled daily closing
transactions, and researched and summarized financial journals.
Medical Office of Dr. Dabbas, Managerial Accounting Assistant
October 2003 - October 2006
Assisted with monthly close of journals, payroll processing,
reconciliation, budgeting, and tax prep. Oversaw two staff members in the
department.
References
LISA GROSS, CH DEAN INC.
Human Resources/Corporate Accountant
3500 Pentagon Boulevard, Beavercreek, Ohio 45403
Lee Falke, Falke & Dunphy, LLC
Former prosecutor and current partner of the law firm Falke & Dunphy, LLC
30 Wyoming Street, Dayton, Ohio 45409