Experience

Midwestern University

• United States
• Higher Education
• 700 & Above Employee

• Dental Student

  • May 2018 - Present



Up and Running Office Services

• Senior Consultant

  • Apr 2012 - May 2018

  Performing daily back office operations in AdvisorExchange, By All Accounts and Schwab Portfolio Center including reconciliation, import, error research, and client billing. Performing daily back office operations in AdvisorExchange, By All Accounts and Schwab Portfolio Center including reconciliation, import, error research, and client billing.



The Planning Group, LLC

• Investment Department Manager

  • Aug 2008 - Apr 2012

  Accomplishments:-Increased annual revenue on AUM by .25%-Reduced timeframe for billing from 30-45 days post quarter end to 5-10 days-Reduced annual expensed by $90,000, established cash flow and operational expenses tracking-Instrumental in the intake of $100 million book, assessing software compatibility, developing maintenance and tracking procedures and creating flow of information to parent company-Established cross department process for efficient client management, effective flow of information and client account maintenance -Created a tracking system to monitor implementation and schedule deployment of funds -Created corporate brochure and established basic branding of firm for consistency across advertising mediums Generated client billing and performance reporting. Coordinated investment department responsibilities. Established department structure and organization through improved protocols and procedures. Daily review of account transaction reconciliation. Analyzed efficacy of new software and service providers. Assist CEO and Senior Vice Presidents prepare for client meetings.



Alare Capital Partners, LLC

• Financial Analyst

  • Oct 2005 - Jun 2008

  Accomplishments:Liaison between Investor and Management in a Private -Placement; including the preparation of offering materials, distribution, regulatory tracking, and proper completion of investment documentation and recording-Intermediary between Client CEO and CFO to create an Offering Memorandum for $25 million financing-Created shareholders rights analysis template which evaluated the implementation and necessity of such a plan-Devised compliant working procedures to properly open and service clientele increasing productivity and organization-Designed compliant organizational structures and processes including creation of -Network drive structure and flow of informationAssisted Managing Directors and Vice Presidents with research into perspective and current client businesses, industries, comparables and overall marketplace, preparation of presentations to potential investors and clientele, preliminary financial modeling, LBO feasibility, and M&A analysis, drafted or revised client business plans and offering memorandums, and performed due diligence on clients and acquisition candidates.



Merrill Lynch & Co

• Financial Advisor

  • Feb 2004 - Mar 2005

  Focused on corporate and individual investors developing, implementing and reviewing portfolios and overall financial positions. Specialized in retirement planning and optimal asset allocation. Partnered with senior advisers to perform preliminary financial planning and risk assessment. Focused on corporate and individual investors developing, implementing and reviewing portfolios and overall financial positions. Specialized in retirement planning and optimal asset allocation. Partnered with senior advisers to perform preliminary financial planning and risk assessment.