Duane Broom
Financial Analyst | Financial Forecasting, Modeling & Analysis Skills | Recipient of Multiple Performance Awards | BBA in Finance
- Role
- Senior Operations Associate at Sentinel Trust Company, Lba
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Duane Broom
OVERVIEW:I have over 10 years of field experience, including my current Financial Analyst position. I have a strong background in a broad range of financial and business disciplines, including forecasting, modeling, analysis, and problem resolution functions. Additionally, I am continually learning about new topics and areas. I earned a BBA in Finance from the University of Houston. Throughout my career, I have made valuable contributions that include million-dollar savings and business growth, significant efficiency and productivity gains, and staff performance improvement. With the alliantgroup, I achieved record-setting results and multiple awards, including the department’s highest award for 3 consecutive quarters.KEY ATTRIBUTES: Sharp financial and business analyst who is able to grasp new concepts quickly and effectively. Skilled in identifying problem areas and creating strategies for immediate/long-term resolution. Highly adaptable to new environments and situations, including the integration of new technologies. History of excellence at all employers throughout career, maintaining high levels of dedication at all times.
Experience
Senior Operations Associate
May 2022 — Present · Houston, TX, US
Sentinel Trust Company, LBA, is a family-owned,$5.5B, multi-family office focusing on the unique needs of affluent families nationwide. Sentinel manages investments, serves as corporate trustee, evaluates tax and estate strategies, and supports clients’ everyday activities with a personal touch.
Education
University of Houston
Bachelor’s Degree, Finance
2015
Skills
- Teamwork
- Risk Management
- Event Planning
- Microsoft Office
- Sales
- Teaching
- Time Management
- Entrepreneurship
- Strategic Planning
- Event Management
- Research
- Marketing
- Management
- Team Building
- Customer Service
- Public Speaking
- Powerpoint
- Microsoft Excel
- Social Media
- Microsoft Word
- Business Ethics
- Team Leadership
- Finance
- Analytical Skills
- Training
- Leadership
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