thomas resume april 2016

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Thomas Burton III 1 Doe Run Court apt. #3C Wilmington DE, 19808 (267) 253-3897 [email protected] Objective To obtain a finance position that will allow a multi-skilled, professional with 8+ years combined international experience the opportunity to utilize financial, foreign exchange, communication skills, problem solving abilities, and academic as well as leadership skills at a company that promotes growth and advancement for measured achievement. EDUCATION Wilmington University , Wilmington, DE 2015 - Present Master’s Degree – MBA Finance & Organizational Leadership Kutztown University, Kutztown, PA 2004 – 2008 Bachelor of Science – BA Psychology/Clinical Counseling EXPERIENCE Morgan Stanley (Solomon and Page Group, LLC) September 2015 to Present Product Specialist The Consulting Group (CG) Field Support Staff (FSS) team supports Morgan Stanley Financial Advisors, Private Wealth Advisors and branch personnel for managed account programs. The responsibilities of a Product Specialist include educating the field on program policies and procedures, while providing guidance on best practices for Financial Advisors or Private Wealth Advisors to take advantage of the unique features of each program. Legacy’s Transition, LLC Wilmington, DE August 2014 - Present CEO, Day Trader, Bookkeeper, Manager, & Research/Development - Perform daily operations investing foreign exchange. Research global market events daily, chart analysis, data analysis of various Bloomberg reports. Budgeting and financial analysis of prior, current and future investments. Process transactions throughout the day using PIPS vs man, PIP finder, and developed systems on MTi 4.0 platform. West End Neighborhood House – Life Lines – Wilmington, DE 2012 – 2014

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Page 1: Thomas resume April 2016

Thomas Burton III1 Doe Run Court apt. #3C Wilmington DE, 19808 (267) 253-3897 [email protected]

ObjectiveTo obtain a finance position that will allow a multi-skilled, professional with 8+ years combined international experience the opportunity to utilize financial, foreign exchange, communication skills, problem solving abilities, and academic as well as leadership skills at a company that promotes growth and advancement for measured achievement.

EDUCATION Wilmington University, Wilmington, DE 2015 - Present

Master’s Degree – MBA Finance & Organizational Leadership

Kutztown University, Kutztown, PA 2004 – 2008 Bachelor of Science – BA Psychology/Clinical Counseling

EXPERIENCE Morgan Stanley (Solomon and Page Group, LLC) September 2015 to Present

Product Specialist – The Consulting Group (CG) Field Support Staff (FSS) team supports Morgan Stanley Financial Advisors, Private Wealth Advisors and branch personnel for managed account programs. The responsibilities of a Product Specialist include educating the field on program policies and procedures, while providing guidance on best practices for Financial Advisors or Private Wealth Advisors to take advantage of the unique features of each program.

Legacy’s Transition, LLC – Wilmington, DE August 2014 - PresentCEO, Day Trader, Bookkeeper, Manager, & Research/Development - Perform daily operations investing foreign exchange. Research global market events daily, chart analysis, data analysis of various Bloomberg reports. Budgeting and financial analysis of prior, current and future investments. Process transactions throughout the day using PIPS vs man, PIP finder, and developed systems on MTi 4.0 platform.

West End Neighborhood House – Life Lines – Wilmington, DE 2012 – 2014Case Manager - Provided intensive case management services for 12 clients with mental impairments. Conducted situational analysis with students, teachers, parents and/or other personnel to formulate plan to resolve student problems. Conducted programs on diversity, personal development, academic performance, and peer relationships. Bi-weekly operations with check cashing, deposits, loans, withdrawals and balanced these transactions to ensure accurate record keeping reducing risk of fraud.

Wood Services – Crestwood – Langhorne, PA 2009 – 2014Staff Counselor III - Supervised approximately 5 mentally and emotionally disturbed youth in residential, work, recreational, and school environment. Cared for clients and the living environment by mentoring clients and assisting and creating routines for clients. Processed petty cash withdrawal requests accurately and efficiently in accordance with policy. Trained staff and students on internal cash management process and policy and procedures.

Citizens Bank Park – Global Spectrum – Philadelphia, PA 2009 – 2010Office Assistant/Administrator - Conducted New Hire Orientation, trained on policies and procedures, and maintained highest level of confidentiality of personnel information. Provided assistance to 140 employees with payroll and benefits related issues, and used analytical and problem-solving skills to resolve employee’s escalated issues in a professional and timely manner. Conducted over 400 interviews annually and

Page 2: Thomas resume April 2016

Thomas Burton III1 Doe Run Court apt. #3C Wilmington DE, 19808 (267) 253-3897 [email protected]

processing of new hire documentation. Managed incident reports, terminated 50 associates annually, enforced disciplinary action, and processed promotions.

COMPUTER SKILLS: Microsoft Excel, Power point, Access, and WordREFERENCES: Available Upon Request