Experience

National Equity Fund, Inc.

• United States
• Real Estate
• 100 - 200 Employee

• Asset Manager

  • Mar 2022 - Present

• Associate Asset Manager

  • Mar 2021 - Mar 2022

• Senior Asset Analyst

  • May 2018 - Mar 2021



Performance Trust Capital Partners - via Connect Search

• Greater Chicago Area

• Junior Analyst

  • Sep 2017 - Apr 2018



PepsiCo - via Infotree Services

• Greater Chicago Area

• Assistant Financial Analyst

  • Jun 2016 - Jun 2017

  • Created and maintained trade promotions in SAP Trade Promotion Management based upon PROSPER Sales Planner uploaded customer events • Verified promotion details by confirming alignment of Sales plans against contracts provided to PepsiCo trade customers • Managed exceptions through verbal and written interactions with Sales and Sales Finance • As identified, generated financial trade accruals in SAP and/or created and analyzed financial results related to managed accounts. • Created and maintained trade promotions in SAP Trade Promotion Management based upon PROSPER Sales Planner uploaded customer events • Verified promotion details by confirming alignment of Sales plans against contracts provided to PepsiCo trade customers • Managed exceptions through verbal and written interactions with Sales and Sales Finance • As identified, generated financial trade accruals in SAP and/or created and analyzed financial results related to managed accounts.



Apartments.com - via Connect Search LLC

• Chicago, IL

• Accounts Receivable Analyst

  • Jul 2015 - Apr 2016

  Ability to proactively research any billing discrepancies causing the collection issue and make necessary corrections, including but not limited to: processing cancellation requests, issuing credits, applying misapplied payments and writing off debt when necessary Communicate to customer in a professional manner Work closely with Sales to escalate and communicate the collection issues and communicate the resolution to Sales Ability to mock invoices by determining the correct prorated bill amount using accurate calculations Thoroughly document all contacts on each account Responsible for meeting weekly, monthly, and quarterly collection goals on assigned accounts Prepare credits and/or billing corrections per established company guidelines Responsible for managing all aspects of the Accounts Receivable accounts assigned in accordance with the Company credit and collection guidelines and policies Responsible for communicating to the respective departments the root cause for collection issues that are related to billing discrepancies, product performance issues, and sales issues Ability to provide resolution to collection issues to Management Ability to quickly identify accounts at risk proactively before delinquency become inevitable Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Post Graduate Program

  • Jun 2015 - Jun 2015

  Learned the techniques to help clients reach their financial plans and goals Learned the techniques to help clients reach their financial plans and goals