Jeremy Lewis

Fund Accounting Supervisor at ALPS, A DST Company
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Fund Accounting Supervisor
      • Oct 2019 - Present

    • Senior Fund Accountant
      • Feb 2017 - Oct 2019

    • Fund Accountant
      • Feb 2013 - Oct 2019

      - Reconciling cash and investment positions with several custodians- Preparing the financial and investor statements periodically- Participation in the processing of wire payments from multiple fund's bank account(s)- Processing corporate actions and preparing month end backup for account discrepancies- Communicating with clients to ensure their needs are met to their level of satisfaction

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Sales and Marketing Coordinator
      • Oct 2012 - Jan 2013

      -Distributing/Introducing existing customers to new services/products provided in relevant areas-Processing sales and upgraded services that meet and satisfy specific customer needs-Training newly hired employees in the dynamically designed AT&T marketing/sales course-Participated in company classes created for self-improvement purposes in core AT&T facilities -Distributing/Introducing existing customers to new services/products provided in relevant areas-Processing sales and upgraded services that meet and satisfy specific customer needs-Training newly hired employees in the dynamically designed AT&T marketing/sales course-Participated in company classes created for self-improvement purposes in core AT&T facilities

    • United States
    • Retail
    • 700 & Above Employee
    • Grocery Team Member
      • Sep 2011 - Sep 2012

      -Involved in processing of special orders, sign requests, and cleaning/rotational checklists-Represented the grocery department as a TMAG member (Company organization for donations and charity events)-Interacted with store buyers to ensure shelves were full and margins were met-Participated in opening and closing the store as well as overnight promo shifts -Involved in processing of special orders, sign requests, and cleaning/rotational checklists-Represented the grocery department as a TMAG member (Company organization for donations and charity events)-Interacted with store buyers to ensure shelves were full and margins were met-Participated in opening and closing the store as well as overnight promo shifts

    • United States
    • Higher Education
    • 700 & Above Employee
    • Event Services Associate
      • Aug 2010 - Aug 2011

      -Implemented prescribed setups for daily events held in the student union-Operated audiovisual equipment for VIP events-Acted as a liaison between event services and the client for last minute setups and modifications-Assisted other associates with daily setups of furnishings and A/V equipment -Implemented prescribed setups for daily events held in the student union-Operated audiovisual equipment for VIP events-Acted as a liaison between event services and the client for last minute setups and modifications-Assisted other associates with daily setups of furnishings and A/V equipment

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Project Manager/ Coordinator
      • Aug 2009 - Dec 2009

      -The organization I devoted my class time to was A Gift for Teaching which is a non-profit organization that provides funding to underprivileged schools and children -Obtained over $1300 in donations through various fundraisers-Coordinated musical event for charity fundraiser-Met goals, objectives, and deadlines set at the beginning of the project-Attended and coordinated group meetings to develop ideas for project fundraisers -The organization I devoted my class time to was A Gift for Teaching which is a non-profit organization that provides funding to underprivileged schools and children -Obtained over $1300 in donations through various fundraisers-Coordinated musical event for charity fundraiser-Met goals, objectives, and deadlines set at the beginning of the project-Attended and coordinated group meetings to develop ideas for project fundraisers

    • Assistant to Contractor
      • Jun 2002 - Jun 2009

      -Oversaw various construction projects -Traveled to sites in several states and managed a group of workers-Participated in manual tasks on construction sites ex; Electrical work, plumbing, dry walling, etc.-Performed administrative tasks for the companies finances and payroll -Oversaw various construction projects -Traveled to sites in several states and managed a group of workers-Participated in manual tasks on construction sites ex; Electrical work, plumbing, dry walling, etc.-Performed administrative tasks for the companies finances and payroll

    • Produce Manager
      • Sep 2005 - Aug 2007

      -Store opener/closer – cash registers, locks, alarm system-Oversaw purchasing, inventory, and presentation of fruits and vegetables-Assisted the owner with Sunday Farmers Market and BBQ setup-Trained new employees in several departments and positions of the store -Store opener/closer – cash registers, locks, alarm system-Oversaw purchasing, inventory, and presentation of fruits and vegetables-Assisted the owner with Sunday Farmers Market and BBQ setup-Trained new employees in several departments and positions of the store

Education

  • University of Central Florida
    Business Administration, Management and Operations
    2007 - 2011
  • University of Central Florida
    Bachelor of Business Administration (B.B.A.), Management, Business Administration, General
    2007 - 2011

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