Luis Terrone

• Led team to provide Financial Management Support and Services throughout Space Systems Command and Space Base Delta 3.
• Reviewed operating budgets periodically to analyze trends affecting fiscal year budget needs.
• Directed preparation of regular and special budget reports to the Space Base Delta 3 Wing Commander to interpret budget directives, needs and establish policies for execution.
• Utilized extensive use of CRIS, CCaR, DEAMS and DTIMs to provide financial analysis charts and spend plans.

• Executed Programming, Planning, Budgeting and Execution (PPBE) for $2B US Space Force GPS Program portfolio.
• Evaluated procurement needs and projected expenditures.
• Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.
• Improved financial efficiency by analyzing budgetary data and identifying areas for cost reduction.
• Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.

Working in a team environment to fulfill the mission of Starbucks: to inspire and nurture the human spiritone person, one cup and one neighborhood at a time.

• Assisted Financial Advisors with day to day tasks regarding clients and their personal needs.
• Prepared W8 Statements, Guides, Reports using Microsoft Excel and Word.
• Conducted weekly meetings with fellow Financial Advisors to discuss firm goals and different ways the team could approach them.
• Prepared information for fellow Financial Advisors regarding global markets, client acquisition and client connections.