Jeremy Lewis
Fund Accounting Supervisor at ALPS, A DST Company- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
ALPS, A DST Company
-
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
-
-
-
AT&T
-
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
-
-
-
Whole Foods Market
-
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
-
-
-
University of Central Florida
-
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
-
-
-
A Gift for Teaching
-
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 -
University of Central Florida
Bachelor of Business Administration (B.B.A.), Management, Business Administration, General