Experience

Millennium Trust Company

• United States
• Financial Services
• 400 - 500 Employee

• FP&A Analyst

  • Jan 2022 - Present

• Senior Account Administrator (Institutional Distributions)

  • Jan 2021 - Jan 2022

• Account Administrator (Retirement Services Distributions)

  • Jul 2019 - Jan 2021

  Oak Brook, Illinois • Serve as a liaison with Retirement Services Sales in the resolution of operational issues and inquiries related to service agreements, incoming files, funds and related data points needed to accurately service a variety of retirement products • Record and safeguard Service Agreement data within CRM systems • Manage incoming files and review, detect and resolve issues to effectively process within the established service levels • Ensure incoming checks, wires and ACHs are reviewed… Show more • Serve as a liaison with Retirement Services Sales in the resolution of operational issues and inquiries related to service agreements, incoming files, funds and related data points needed to accurately service a variety of retirement products • Record and safeguard Service Agreement data within CRM systems • Manage incoming files and review, detect and resolve issues to effectively process within the established service levels • Ensure incoming checks, wires and ACHs are reviewed, addressed appropriately and processed within the established service levels • Follow up on outstanding issues relating to service agreements, accounts, funds and other pending items • Audit account details, fees and Welcome Kit communications for accuracy, ensuring data integrity and quality • Respond professionally to incoming and outgoing communications, including emails, phone calls and faxes • Generate and review daily reconciling report • Effectively communicate and utilize sound judgment to escalate issues that may require intervention of the Supervisor • Assist in the development and revision of policies and procedures with emphasis on internal controls •Aid in the training of staff members; aligned with MTC’s internal policies and procedures



Sebold Capital Management, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Market Analyst Intern

  • May 2017 - May 2018

  Naperville, Illinois • Analyze market data and develop economic insights weekly and monthly • Create PowerPoint presentations to be used for employee education for other businesses • Proficient in the use of Morningstar- Independent Investment Research database • Record returns on investment funds daily • Develop weekly market updates and quarterly market reviews



Sikich

• United States
• Business Consulting and Services
• 700 & Above Employee

• Sikich Leadership Conference Graduate

  • Aug 2017 - Aug 2017

  Naperville, Illinois • Work as a team to read a case study, find problems within the stated company, and implement a solution • Two-day conference focused on team work, professional development, business opportunity