Experience

Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• ACA Investment Accountant

  • Dec 2022 - Present



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Mutual Fund Accountant II

  • Aug 2019 - Dec 2022



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Tax Associate

  • Jan 2019 - Jun 2019



West Grand Golf

• West Des Moines, IA

• Grounds/Clubhouse Associate

  • May 2014 - Nov 2018

  - Responsible for opening and closing - Work with and handle money - Face to face customer service - Machine operations - Cleared grounds and organized equipment - Work in small group settings to achieve goals - Responsible for opening and closing - Work with and handle money - Face to face customer service - Machine operations - Cleared grounds and organized equipment - Work in small group settings to achieve goals



DART - Des Moines Area Regional Transit Authority

• United States
• Truck Transportation
• 1 - 100 Employee

• Finance and Accounting Intern

  • Jun 2017 - Jun 2018

  • Perform essential accounting transactions in both accounts payable and accounts receivable • Provide various data and sales analysis by using programs like Great Plains, Huddle, and Excel • Perform bank reconciliations for General and Payroll bank accounts • Assist in year end and audit preparation • Perform essential accounting transactions in both accounts payable and accounts receivable • Provide various data and sales analysis by using programs like Great Plains, Huddle, and Excel • Perform bank reconciliations for General and Payroll bank accounts • Assist in year end and audit preparation



D.A. Davidson Companies

• United States
• Financial Services
• 700 & Above Employee

• Fixed Income Capital Markets Intern

  • Jun 2017 - Aug 2017

  • Analyze potential cities and counties that are applicable for bond refinancing • Research bonds for both corporate and commercial investors by using Bloomberg and EMMA • Gather various information for investor portfolios and year end reports • Assist in pricing and market analysis for newly released municipal bonds • Analyze and present Refinancing opportunities through use of DBC software • Analyze potential cities and counties that are applicable for bond refinancing • Research bonds for both corporate and commercial investors by using Bloomberg and EMMA • Gather various information for investor portfolios and year end reports • Assist in pricing and market analysis for newly released municipal bonds • Analyze and present Refinancing opportunities through use of DBC software



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• College Financial Representative

  • May 2016 - Oct 2016

  • Set appointments with clients to analyze and evaluate financial portfolio • Earned Health & Life Iowa Insurance License • Establish prospect connections to meet sales goals and objectives • Awarded ‘Intern of the Week’ multiple times for top sales production • Manage confidential database of financial client records and information • Set appointments with clients to analyze and evaluate financial portfolio • Earned Health & Life Iowa Insurance License • Establish prospect connections to meet sales goals and objectives • Awarded ‘Intern of the Week’ multiple times for top sales production • Manage confidential database of financial client records and information



Vison Financial

• Des Moines, Iowa

• Intern

  • Jan 2016 - May 2016

  • Created and analyzed financial plans based on data received from clients • Increased marketing and sales skills by implementing plans and programs • Participated in strategic meetings related to sales and corporate guidelines • Worked with Monte Carlo program connected to client database • Created and analyzed financial plans based on data received from clients • Increased marketing and sales skills by implementing plans and programs • Participated in strategic meetings related to sales and corporate guidelines • Worked with Monte Carlo program connected to client database



Bandmasters Apparel

• West Des Moines, IA

• Co-owner/CFO

  • Aug 2013 - Apr 2014

  - Marketed and sold product - Created and kept financial statements - Created business, marketing, and promotional plans - Managed inventory - Marketed and sold product - Created and kept financial statements - Created business, marketing, and promotional plans - Managed inventory



Hyvee Grocery

• United States
• Food and Beverage Manufacturing
• 700 & Above Employee

• Courtesy Clerk/Checker

  • Aug 2013 - Dec 2013

  - Receive payment by cash, check, credit cards, vouchers, or automatic debits - Issue receipts, refunds, credits, or change due to customers - Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change - Greet customers entering establishments - Maintain clean and orderly checkout areas - Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners