Grant Pientok
Analyst at Wakefield Asset Management Corporation- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Wakefield Asset Management Corporation
-
United States
-
Investment Management
-
1 - 100 Employee
-
Analyst
-
Dec 2022 - Present
-
-
-
Cedar Rapids Bank & Trust
-
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
-
-
-
ENGIE North America Inc.
-
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
-
-
-
Cedar Rapids Bank & Trust
-
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
-
-
-
Nordstrom
-
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
-
-
-
Ryan Companies US, Inc.
-
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 -
Prairie High School
High School Diploma