Stephen Felter

Junior Accountant at Iroquois Group
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Contact Information
us****@****om
(386) 825-5501
Location
Olean, New York, United States, US
Languages
  • English -
Skills

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Bio

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Credentials

  • Insurance Broker, Property & Casualty
    New York State Department of Financial Services
    Sep, 2019
    - Nov, 2024

Experience

  • Iroquois Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Junior Accountant
      • Sep 2020 - Present

    • E&O Coordinator
      • Dec 2019 - Jan 2021

    • Commissions
      • Feb 2019 - Sep 2020

    • Intern Director
      • Apr 2018 - Jan 2020

      Coordinate the intern program. Primary contact for all internship inquiries and prepare intern schedules based off demand of full time employees within the office.

    • Intern
      • Mar 2018 - Jan 2019

      Work underneath several full time employees performing various duties. Update databases, scan and verify paperwork, and facilitate customer information between carriers, home office, and member/owned agencies.

  • St. Bonaventure University
    • Higher Education
    • 500 - 600 Employee
    • Adjunct Professor
      • Aug 2019 - Present

      Adjunct professor for MGT-322: Business Analytics in the School of Business. Adjunct professor for MGT-322: Business Analytics in the School of Business.

  • St. Bonaventure University Students in Money Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Member
      • Jan 2017 - May 2019

      Member of the Healthcare/Consumer Staples sector and Family Business Fund Manager since April of 2017. Actively manage a diversified portfolio through collaborate research efforts and various stock pitches. Make educational predictions using ratio analysis, discounted cash flow valuations, and high engagement discussions. Member of the Healthcare/Consumer Staples sector and Family Business Fund Manager since April of 2017. Actively manage a diversified portfolio through collaborate research efforts and various stock pitches. Make educational predictions using ratio analysis, discounted cash flow valuations, and high engagement discussions.

  • Bayshore Mechanical Services Inc.
    • Ontario, New York
    • HVAC Technician
      • Jun 2014 - Jan 2018

      Assist and support with installation and servicing of primarily commercial HVAC equipment. Utilize problem solving and critical thinking skills to troubleshoot and identify issues within a system, and interact and coordinate with clients and property managers. Assist and support with installation and servicing of primarily commercial HVAC equipment. Utilize problem solving and critical thinking skills to troubleshoot and identify issues within a system, and interact and coordinate with clients and property managers.

  • Webster Golf Club
    • Food & Beverages
    • 1 - 100 Employee
    • Cart Gentleman
      • Aug 2013 - May 2016

Education

  • Saint Bonaventure University
    Master of Business Administration - MBA
    2018 - 2019
  • Saint Bonaventure University
    Finance
    2014 - 2018
  • Webster Thomas High School
    2010 - 2014

Community

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