Steven Norman Boston, MA
Company: Dana R Norman, CPA, RIA, inc. (Financial Services)
Name variants: Stephen Norman
Professions & Specialties
Counselor • Advisor • Financial Analyst • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • High School Diploma • Certified Financial Planner • Puchasing and Estimating Manager • Sales Representative • Financial Officer • Financial Manager
Experience & Education
Position:
Financial Analyst at Dana R Norman, CPA, RIA, inc.
Title:
Consultant
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Dana R Norman, CPA, RIA, inc. Financial Analystsince Nov 2010Insphere Insurance Solutions - Norwell, MAConsultant - Health / Life / Supp - SolutionsOct 2011 - Apr 2012Insphere Insurance Solutions Broker/ConsultantAug 2010 - Jul 2011RCG Senior Financial AnalystMar 2009 - Nov 2009Fidelity Investments Financial Analyst III & IV / ConsultantJan 2008 - Jun 2008Fidelity Investments Financial Analyst IV2008 - 2008Gaming VC Senior Financial AnalystJan 2006 - Dec 2006May Corporation Financial Analyst / Marketing Finance ManagerMay 2000 - Dec 2005
Education:
Bentley UniversityB.S., Accounting 1996 - 2000Case High SchoolDiploma, College/University Preparatory and Advanced High School/Secondary Diploma Program 1993 - 1996March 2008Boston University
Skills:
Forecasting, Budgeting, Accounting, Financial Planning, Financial Analysis, Direct Sales, Sales Process, Insurance, Financial Modeling, Budgets, Strategic Financial Planning, Microsoft Excel, Business Analysis, Analysis, Strategy, Management, Team Leadership, Access, Leadership, Finance, Six Sigma, Sarbanes-Oxley, Real Estate Economics, Strategic Planning, Marketing Strategy, US GAAP reporting
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