Investment Analyst

• Dec 2021 - Present

Consumer Loan Underwriter

• Jun 2020 - Dec 2021

Community Association Manager

• Jul 2019 - Jun 2020

Maintain a portfolio of 9 homeowner associations ranging between 16 and 45 individually owned units with combined total assets of $1.3 million dollars. Accurately produce monthly financial statements, review homeowner accounts for delinquencies, and monitor all monthly accounts payable for association vendors. Maintain professional relationships with board members and vendors while serving as a liaison between homeowners and the Board of Directors. Oversee and assist with board meetings including meeting preparation, detailed minute taking, and the facilitation of constructive conversation Possess a thorough knowledge of all pertinent documents, policies, procedures, and goals of the Association through their governing documents (Bylaws and Declaration, Rules and Regulations) Show less

Equity Research Analyst

• Jan 2019 - May 2019

The Krause Fund is a $400K endowed equity portfolio managed by undergraduate finance students at the Tippie College of Business. Responsible for industry and company research in the technology sector and for building robust financial models using discounted cash flow (DCF), economic profit, relative valuation, and dividend discount analyses. Presented Buy/Sell recommendations to the Fund’s advisory board and worked with the Krause Fund research team to determine final selections and portfolio weightings Show less

Supervisor

• Jul 2017 - May 2019

Ensured a clean and marketable facility by managing 4-6 employees per shift. Responsible for handling patron's questions, concerns, and problems while administering high quality customer service. Lead facility tours for patrons. On nights and weekends assumed the highest-ranking position in the building, executing an entire student ran facility. Ensured a clean and marketable facility by managing 4-6 employees per shift. Responsible for handling patron's questions, concerns, and problems while administering high quality customer service. Lead facility tours for patrons. On nights and weekends assumed the highest-ranking position in the building, executing an entire student ran facility.