Kodiak Bear Group
Finance & Real Estate Professional
Bringing Business Operations Excellence and Compliance Expertise to Financial Services
Seven years of keeping businesses operationally sound while building expertise in securities, real estate, and regulatory compliance. Ready to apply proven problem-solving skills and formal certifications to help financial institutions thrive.
Key Stats/Badges
- SIE Certified ✓
- Series 63 Candidate (Exam: Sept. 2025)
- Texas Real Estate Licensed ✓
- 7+ Years Business Operations
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Why Business Operations Experience Matters in Finance
Compliance That Works
Real-world experience ensuring regulatory adherence across government contracts, alcohol permitting, and real estate transactions. I understand compliance from the business owner’s perspective – not just the textbook
Proven Problem-Solver
Company-wide recognition for diligence and tackling projects others avoid. From “impossible” real estate transactions to keeping a business operational for 7 years, I find solutions that work.
Client-Focused Excellence
Whether negotiating business-to-business partnerships or guiding first-time homebuyers through complex transactions, I excel at clear communication and relationship building.
From Business Operations to Financial Services
My path to finance compliance wasn’t traditional – it was practical.
After years managing cash flow, regulatory compliance, and client relationships across multiple industries, I realized my skills were perfectly aligned with financial services. The attention to detail required for government contract compliance, the analytical thinking needed for business sustainability, and the relationship management essential for real estate success – these translate directly to AML analysis, investment operations, and client services.
Now, with my SIE certification complete and Series 63 exam approaching, I’m ready to bring this unique combination of business acumen and formal financial training to an organization that values both experience and credentials.
What I’m Working On Now
Professional Development
- Series 63 Exam: Taking in Sept. 2025
- Series 65 Preparation: Target completion Q4 2025
- Compliance Focus: Targeting AML analyst and compliance specialist roles
- Continuous Learning: Staying current with regulatory changes and industry trends
Seeking Opportunities
- Primary Interest: AML analysis, compliance roles, investment operations
- Open To: Client services and relationship management positions
- Location: Houston preferred, open to remote opportunities
- Goal: Join a team that values thorough analysis and proactive problem-solving
Core Competencies
Compliance & Risk
- Quality control
- Regulatory documentation
- Audit preparation
- Process adherence
Financial Operations
- Cost optimization
- Cash management & forecasting
- Accounts payable/receivable
- Financial reporting & analysis
Technology
- AI workflow integration
- Advanced Excel
- QuickBooks (Online/Desktop)
- Deltek Vision
Business Development
- Executive support
- Client relationship management
- Cross-company collaboration
- Market analysis
Let’s Connect
Ready to discuss how business operations experience can strengthen your compliance or client services team? I’m actively exploring opportunities where analytical thinking, regulatory experience, and client focus create value.
Contact Options
- LinkedIn: https://www.linkedin.com/in/evansal1/ (Preferred)
- Location: Houston, Tx
View My Professional Profile Connect on LinkedIn