Experience

The Leuthold Group

• United States
• Financial Services
• 1 - 100 Employee

• Settlements Analyst

  • May 2007 - Present

  Responsible for the communication of trade allocations to our clients' custodians and the subsequent settlement of equity, fixed income and currency trades in over 25 markets besides the United States. Assist with creation of both private cash flow trades and strategic program trades at the direction of the firm’s Fund Managers. Maintain a current foreign market knowledge base in order to apply for entrance to new countries, obtain withholding tax reclaims/relief according to international tax treaties and to monitor for any trading, settlement and regulatory changes within the firm’s available markets. Reconcile cost basis for private client taxable accounts. Facilitate application upgrades and create automation solutions to improve Operations functionality and workflow. Show less



She Rock She Rock

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Secretary Board of Directors

  • Oct 2014 - Present

  Fundraising, PR/Marketing, Grant Writing, Strategic Planning, Event Volunteer Fundraising, PR/Marketing, Grant Writing, Strategic Planning, Event Volunteer



North Star Roller Girls

• Greater Minneapolis-St. Paul Area

• Sponsorship Committee Chair

  • Sep 2012 - Jul 2013

  Responsible for developing and maintaining partnerships with local businesses providing both monetary and in-kind support for WFTDA Member roller derby league. Responsible for developing and maintaining partnerships with local businesses providing both monetary and in-kind support for WFTDA Member roller derby league.



RBC Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Foreign Equity Settlements

  • 2002 - 2007