Experience

Dolan McEniry Capital Management, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Investment Operations Associate

  • Aug 2019 - Present

  Dolan McEniry provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families. Located in Chicago, Dolan McEniry Capital Management is a private firm specializing in investment grade and high yield corporate bonds. Dolan McEniry provides investment management services to foundations, endowments, corporate and public pension funds, Taft-Hartley accounts, sovereign nations, and wealthy families. Located in Chicago, Dolan McEniry Capital Management is a private firm specializing in investment grade and high yield corporate bonds.



Brookstone Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Associate

  • Nov 2018 - Aug 2019

  • Facilitate and monitor the process of all incoming account applications • Resolve case files along with various oversights that need corrections before opening accounts at our custodian bank, TD Ameritrade • Assist Investment Advisor Representatives with replenishment of collateral material, resolving inquiries concerning new applications, Transfers, IRA Distributions, Move Money forms, etc. • Keeping up with market trends, ensuring our clients investment strategies match their risk profile • Helped reorganize our client database to ensure the information is up-to-date and increase proficiency for our client service team to navigate more easily • Day-to-day use of Excel, specifically VLOOKUP, Advanced Filter and PivotTables, along with Salesforce, Treeno and Outlook Show less



Western Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Client Services Intern

  • Jun 2017 - Aug 2017

  Client Service Analyst Intern, Corporate Team • Organized client relations database in order to navigate and retrieve data quicker and more user friendly. • Provided robust modeling and reporting to facilitate executive-level decision making. • Created and delivered presentations, providing and recommending various strategies for evaluating emerging markets. • Researched high level information on new potential clients including recent investments, pension plan strategy, and management structure Show less



Chicago Blackhawks

• United States
• Spectator Sports
• 200 - 300 Employee

• Street team marketing

  • Jun 2015 - Nov 2015

  • Organized and operated events such as the American Express Season Ticket Fundraiser, Taste of Chicago, and Blackhawks Training Camp along with eleven different events around the Chicagoland area. • Demonstrated leadership skills and was assigned to manage a team of seven interns in coordinating events inside the Blackhawks convention allowing fans to interact and become apart of the Blackhawks family. • Operated the Silent Auction for the Blackhawks Charities at every home game. • Organized and operated events such as the American Express Season Ticket Fundraiser, Taste of Chicago, and Blackhawks Training Camp along with eleven different events around the Chicagoland area. • Demonstrated leadership skills and was assigned to manage a team of seven interns in coordinating events inside the Blackhawks convention allowing fans to interact and become apart of the Blackhawks family. • Operated the Silent Auction for the Blackhawks Charities at every home game.