Grant Pientok

Analyst at Wakefield Asset Management Corporation
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Analyst
      • Dec 2022 - Present

    • United States
    • Banking
    • 1 - 100 Employee
    • Credit Analyst
      • Jun 2021 - Nov 2022

      - Underwrote commercial and industrial term note and line of credit renewals - Managed financial tracking for the loan covenant monitoring process - Prepared financial statements for the underwriting process - Supported Portfolio Managers in the maintenance of multiple commercial loan portfolios - Completed change requests, risk rating, and floor plan audits - Assisted in the creation of loan presentations - Drafted quarterly Action Plans alongside the Chief Credit Officer - Processed Paycheck Protection Program forgiveness applications for local small businesses

    • United States
    • Renewable Energy Power Generation
    • 700 & Above Employee
    • Administrative Assistant Intern
      • May 2019 - Jun 2021

      - Recorded daily, weekly, and monthly fuel deliveries and levels - Processed active purchase orders and workflows - Filed fuel invoices, fuel tests, and daily power plant system reports - Maintained database cleanliness - Assisted in various daily administrative tasks when needed - Recorded daily, weekly, and monthly fuel deliveries and levels - Processed active purchase orders and workflows - Filed fuel invoices, fuel tests, and daily power plant system reports - Maintained database cleanliness - Assisted in various daily administrative tasks when needed

    • United States
    • Banking
    • 1 - 100 Employee
    • Wealth Management Intern
      • Jun 2020 - Aug 2020

      - Assisted in the management of client portfolios - Researched equity and fixed income positions to add or subtract from client portfolios - Gained knowledge of asset allocation, equity and fixed income investing, and portfolio management - Planned an introduction to investing course for young adults to attract younger clients to the bank - Attended client and staff meetings - Assisted in the management of client portfolios - Researched equity and fixed income positions to add or subtract from client portfolios - Gained knowledge of asset allocation, equity and fixed income investing, and portfolio management - Planned an introduction to investing course for young adults to attract younger clients to the bank - Attended client and staff meetings

    • United States
    • Retail
    • 700 & Above Employee
    • Warehouse Processor
      • May 2018 - Aug 2018

      - Processed and packaged 100-150 large online orders daily - Self-managed progress and efficiency of tasks through work day - Cross-trained in multiple departments - Assisted with special projects in other departments when necessary - Processed and packaged 100-150 large online orders daily - Self-managed progress and efficiency of tasks through work day - Cross-trained in multiple departments - Assisted with special projects in other departments when necessary

    • United States
    • Real Estate
    • 700 & Above Employee
    • Summer Intern
      • Jun 2016 - Jul 2016

      - Participated in planning & development of project proposal presentations - Attended project update meetings and conference calls - Worked with Project Manager to brainstorm solutions for current projects - Participated in planning & development of project proposal presentations - Attended project update meetings and conference calls - Worked with Project Manager to brainstorm solutions for current projects

Education

  • The University of Iowa Tippie College of Business
    Bachelor of Business Administration - BBA, Economics
    2017 - 2021
  • Prairie High School
    High School Diploma
    2013 - 2017

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