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Brittany M. Whelan

Municipal Financial Advisor at Acacia Financial Group, Inc.

Role
Senior Vice President at Acacia Financial Group, Inc
Location
Haddonfield, NJ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Senior Vice President

    Acacia Financial Group, Inc

    Jan 2011 — Present · Mt. Laurel, NJ, US

    Senior Vice President with Acacia Financial Group, an independent municipal advisory firm registered with the SEC and the MSRB as a Women Business Enterprise (\"WBE\") and Small Business Enterprise (\"SBE\").

Education

  • Coastal Carolina University

    Bachelor of Science, Finance

    2006 — 2010

Skills

  • Budgets
  • Finance
  • Microsoft Excel
  • Powerpoint
  • Spss
  • Customer Service
  • Accounting
  • Equity Research
  • Research
  • Microsoft Office
  • Data Analysis
  • Leadership
  • Time Management
  • Credit Risk
  • Sap
  • Corporate Finance
  • Event Management
  • Quickbooks
  • Forecasting
  • Teamwork
  • Financial Modeling
  • Financial Reporting
  • Analysis
  • Bloomberg Terminal
  • International Arbitration
  • Accounts Receivable
  • Interest Rate Swaps
  • Microsoft Word
  • Financial Statement Analysis
  • Financial Analysis
  • Beta Management
  • Market Research
  • Investments
  • Exotic Derivatives

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Brittany M. Whelan — Senior Vice President at Acacia Financial Group, Inc in Haddonfield, NJ, US | Unifers