Chelsea Trull, MBA
Portfolio Analyst at UAW Retiree Medical Benefits Trust- Claim this Profile
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Bio
Sam Levine, CFA, CMT
Chelsea was a key contributor to the Wayne State University’s Student-Managed Investment Fund. She kept groups on-task, ensured projects were completed on time and accomplished all that with empathy and generosity. Perhaps most important, she and her group answered my challenge to produce investment research with a different slant than the ordinary. She is an outstanding management prospect and will be a credit to any team smart enough to keep or hire her.
Timothy Streasick
Chelsea is an extremely focused and organized leader who helps direct those under her supervision towards achieving goals. Having worked with Chelsea on a number of projects over the last year, I have been consistently impressed with her motivation to succeed and an eagerness to help and train those around her.
Sam Levine, CFA, CMT
Chelsea was a key contributor to the Wayne State University’s Student-Managed Investment Fund. She kept groups on-task, ensured projects were completed on time and accomplished all that with empathy and generosity. Perhaps most important, she and her group answered my challenge to produce investment research with a different slant than the ordinary. She is an outstanding management prospect and will be a credit to any team smart enough to keep or hire her.
Timothy Streasick
Chelsea is an extremely focused and organized leader who helps direct those under her supervision towards achieving goals. Having worked with Chelsea on a number of projects over the last year, I have been consistently impressed with her motivation to succeed and an eagerness to help and train those around her.
Sam Levine, CFA, CMT
Chelsea was a key contributor to the Wayne State University’s Student-Managed Investment Fund. She kept groups on-task, ensured projects were completed on time and accomplished all that with empathy and generosity. Perhaps most important, she and her group answered my challenge to produce investment research with a different slant than the ordinary. She is an outstanding management prospect and will be a credit to any team smart enough to keep or hire her.
Timothy Streasick
Chelsea is an extremely focused and organized leader who helps direct those under her supervision towards achieving goals. Having worked with Chelsea on a number of projects over the last year, I have been consistently impressed with her motivation to succeed and an eagerness to help and train those around her.
Sam Levine, CFA, CMT
Chelsea was a key contributor to the Wayne State University’s Student-Managed Investment Fund. She kept groups on-task, ensured projects were completed on time and accomplished all that with empathy and generosity. Perhaps most important, she and her group answered my challenge to produce investment research with a different slant than the ordinary. She is an outstanding management prospect and will be a credit to any team smart enough to keep or hire her.
Timothy Streasick
Chelsea is an extremely focused and organized leader who helps direct those under her supervision towards achieving goals. Having worked with Chelsea on a number of projects over the last year, I have been consistently impressed with her motivation to succeed and an eagerness to help and train those around her.
Experience
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UAW Retiree Medical Benefits Trust
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United States
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Non-profit Organizations
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100 - 200 Employee
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Portfolio Analyst
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Nov 2021 - Present
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University of Michigan
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United States
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Higher Education
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700 & Above Employee
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Financial Specialist Intermediate
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Jan 2020 - Nov 2021
• Supported departments through budget modeling, expense reporting, financial analysis, journal entries, and vendor transactions in compliance with University systems.• Worked on committees to streamline workflows, initiate stakeholder use of Tableau reports, and improve communications with stakeholders.
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Information Resources Supervisor - Library Operations
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Nov 2013 - Jan 2020
Managed projects and people to improve the physical collections including major material shifts, collection makeovers, inventories, and record updates. • Developed and implemented staffing solutions to return hundreds of hours' focus to our team's core work (cross-trained full-time partners, partnered with off-campus students with disabilities, added strengths-focused responsibilities and roles to the student employee team).• Saved 10% of annual budget while expanding and diversifying staff project coverage.• Partnered with Finance to determine and share best practices for division-wide savings.• Supervision of full-time and student staff
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Writer/Proofreader
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May 2010 - Jun 2016
Wrote, developed, and edited master's theses and other academic writing assignments. Wrote, developed, and edited master's theses and other academic writing assignments.
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Guest Teacher
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Jan 2010 - Sep 2013
Long-term guest teaching assignments in fifth grade, fourth grade, first grade, and technology. • Only fifth-grade teacher in building to raise aggregate math and reading scores (2011-2012). • Performance warranted long-term assignments in elementary and technology classrooms. Long-term guest teaching assignments in fifth grade, fourth grade, first grade, and technology. • Only fifth-grade teacher in building to raise aggregate math and reading scores (2011-2012). • Performance warranted long-term assignments in elementary and technology classrooms.
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Michigan Medicine
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United States
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Hospitals and Health Care
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700 & Above Employee
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Multimedia Production Assistant
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Aug 2008 - Dec 2009
Collaborated with UMHS professionals to produce audio and video content. • Storyboarded, wrote, shot and edited videos and podcast content. • Scheduled and interviewed subjects. • Uploaded content with SEO tags. Collaborated with UMHS professionals to produce audio and video content. • Storyboarded, wrote, shot and edited videos and podcast content. • Scheduled and interviewed subjects. • Uploaded content with SEO tags.
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Apple
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United States
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Computers and Electronics Manufacturing
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700 & Above Employee
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Concierge
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Sep 2008 - Aug 2009
Outstanding Rookie (April 2009) for providing excellent customer service, maintaining high level of product knowledge and sales support. Outstanding Rookie (April 2009) for providing excellent customer service, maintaining high level of product knowledge and sales support.
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Education
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Wayne State University
Master of Business Administration - MBA, Finance and Management -
University of Michigan
Bachelor of Arts (B.A.), Film and Video Studies (Screenwriting and Production)
Community
