Gerald P Oetzel is a qualified professional, that works in Sagent Lending Technologies as a Financial Analyst Ii from 2018. This person has earned professional experience in more than five positions at different companies. Gerald P Oetzel went to the Drexel University and got education there from 2012 to 2017. Media, Pennsylvania is the area, where the professional was lastly known to live. This person's contacts can be easily accessed through Connexy by request.
Name variants:
Gerard Oetzel,
Gerry Oetzel,
Jerry Oetzel
Contact Information
Last Update
Jul 7, 2022
Email
je**@gmail.com
Location
Media, PA
Company
Sagent Lending Technologies
Workplace
Financial Analyst Ii
Work History
Account and Relationship Manager
100 north Tryon St, Charlotte, NC 28202
from Jun 2017
Financial Analyst
308 east Lancaster Ave SUITE 300, Wynnewood, PA 19096
Serving as a Financial Analyst, I oversaw 40 portfolios, conducted equity research and analysis, accomplished due diligence across accounts, and achieved these outstanding deliverables: » Tr...
Apr 2016 — Sep 2016
Financial Analyst
Santa Cruz, CA
Provided financial and analytical support to high valued litigation cases. Created and distributed progress
reports to 10 administrators.
Drove the valuation of three private companies, e...
Apr 2015 — Sep 2015
International Tax Analyst
1100 Cassatt Rd, Berwyn, PA 19312
During my employment as a Tax Accountant with Amerek, I oversaw and maintained complex tax payments and returns, and drafted international tax returns for over $1B in sales for over 65 compa...
Apr 2014 — Sep 2014
Education
Occupations
Accountant
Financial Analyst
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Financial Analysis
Accounting
Morningstar
Capital Iq
Onesource
Microsoft Excel
Variance Analysis
Tax Returns
Reconciliations
Due Diligence
Client Relations
G/L Reconciliations
Financial Analysis and Reports
Debt Consolidation
Hyperion
Oracle
Sharepoint
Blackdiamond
Morningstar Direct
Factset
Salesforce
Interact
Data Analysis
Equities
Business Valuation
Finance