Vinee Taneja Mehta

926 east Arnold St, Herington, KS 67449

Financial Services

MAACO Enterprises, Inc. Jan 2007 - Sep 2009
Owner
GEMELLI GROUP INC Jan 2005 - Dec 2006
Controller
SIGNATURE ESTATE & INVESTMENT ADVISORS Aug 1999 - Oct 2005
Financial Advisor

University of Southern California - Marshall School of Business 2003 - 2006
Masters, Business Administration; Real Estate University of California at Santa Barbara (UCSB) 1995 - 1999
B.A, Business Economics; an emphasis in Accounting Minor: Sports Management

Family Office
Sports Management
Budgeting and Forecasting
Business Development
Asset Management
Wealth Management
Financial Analysis
Investments
Asset Allocation
Business Planning
Portfolio Management
Retirement Planning
Finance
Public Speaking
Able To Work Under Pressure
Analysis of Business Problems/Needs
Grace Under Pressure
Leadership
Operations Management
Quickbooks
Wealth Management Services
Wealth Planning
Wealth Accumulation
Personal Tax Planning
Financial Statement Analysis
Team Management
Project Management
P&L Management
Risk Management
Risk Assessment
Sales Management
Strategic Planning
Business Relationship Management
Negotiation
Managing Finances
Business Management
Key Account Development
Key Performance Indicators
Identifying Sales Opportunities
Investment Advisory
Financial Planning
Financial Accounting
Estate Planning
Financial Strategy
Financial Goals
Financial Metrics
Executive Level Selling
Customer Relationship Management
Zero Based Budgeting
Business Process Improvement

Certified Financial Planner Designation
Accredited Investment Fiduciary Designation
Columbia University Sports Industry Essentials Certification

FIDELITY INVESTMENTS

Feb 2010 to 2000
Account Executive
MAACO ENTERPRISES, INC
Santa Maria, CA
Jan 2007 to Sep 2009
Owner-Operator
GEMELLI GROUP INC
West Hollywood, CA
Jan 2005 to Dec 2006
Controller
SIGNATURE ESTATE & INVESTMENT ADVISORS
Irvine, CA
Aug 1999 to Oct 2005
Financial Advisor

University of Southern California
Los Angeles, CA
2006
Masters in Business Administration
University of California at Santa Barbara
Goleta, CA
1999
B.A. in Business Economics