Experience

Harvest Investments, LTD

• United States
• Financial Services
• 1 - 100 Employee

• Investment Operations Analyst

  • Dec 2008 - Present

  Harvest Investments provides third party independent evaluations and verification of security values in investment portfolios. My responbsibility is to assign a value for U.S. Equities, Foreign Equities, U.S. Treasuries, Mutual Funds, Money Market Funds, and Foreign Currencies as of the required date. I am also responsible for assignment of FAS 157 levels to all securities valued by the company. In 2009 this was in excess of $1 billion. Harvest Investments provides third party independent evaluations and verification of security values in investment portfolios. My responbsibility is to assign a value for U.S. Equities, Foreign Equities, U.S. Treasuries, Mutual Funds, Money Market Funds, and Foreign Currencies as of the required date. I am also responsible for assignment of FAS 157 levels to all securities valued by the company. In 2009 this was in excess of $1 billion.



Leonie's Paper and Gifts

• Manager

  • Jun 2006 - Dec 2008

  Have ownership interest and jointly manage small retail store specializing in greeting cards, custom invitations and gift items Have ownership interest and jointly manage small retail store specializing in greeting cards, custom invitations and gift items



Papyrus

• Franchisee

  • Nov 1992 - Jun 2006

  Owned and operated 2 franchise stores in Oakbrook Center and Old Orchard Center. Stores specialized in greeting cards, stationery and custom invitations and announcements. Started stores from site location to build out to 2 of top performing stores in franchise sstem. Stores were sold back to franchisor because thety decided they wanted full control of al stores. Owned and operated 2 franchise stores in Oakbrook Center and Old Orchard Center. Stores specialized in greeting cards, stationery and custom invitations and announcements. Started stores from site location to build out to 2 of top performing stores in franchise sstem. Stores were sold back to franchisor because thety decided they wanted full control of al stores.



Sanwa Business Credit Corp.

• Vice President

  • Feb 1982 - Dec 1991

  Manged credit analysis on large ($5 million plus) transactions, negotiated workout loans, and did new loan generations in alternative energy industry. Manged credit analysis on large ($5 million plus) transactions, negotiated workout loans, and did new loan generations in alternative energy industry.