Experience

Paine Schwartz Partners

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Controller

  • Sep 2023 - Present



Strata Fund Solutions LLC

• United States
• Accounting
• 1 - 100 Employee

• Fund Accountant

  • Apr 2021 - Sep 2023



UMB Fund Services

• United States
• Financial Services
• 200 - 300 Employee

• Tax Accounting Intern

  • Jan 2021 - Apr 2021

  ● Prepare federal and multi-state income tax returns (federal income, extensions, K-1s, Federal/State returns, and other supporting tax schedules) for individuals, partnerships, corporations, and trusts and its related income tax work papers. ● Ensure data accuracy and prepare client financial statements and reports to share with investors ● Developed an understanding of tax accounting functions while learning the applicable rules and regulations within the alternative investment industry Show less



America First Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Employee Development Escalations Specialist

  • Nov 2019 - Dec 2020

  ● Responsible for taking escalated calls from member service, calming, and empathizing with members, and working towards a solution to each individual problem. ● Appointed to specific back-office jobs such as sending out hundreds of emails or documents a day or filling out forms to send back to companies for verification purposes. ● Facilitates the effectiveness of completing member requests such as calling out to departments to create compromises as well as maintaining member contact info to ensure that the task is completed to the best of our ability. Show less

• Member Service Representative

  • Feb 2019 - Nov 2019

  ● Assists members in unlocking accounts, answering financial questions and facilitating in transfers and opening new accounts. ● Awarded the service award resulting in a meeting with upper management for recognition, received a bonus, as well as dozens of compliment cards from members. ● Utilizes fraud detection skills to watch out for fraud red flags, as well as ensuring proper verification has occurred before releasing information.



In-N-Out Burger

• United States
• Restaurants
• 700 & Above Employee

• Level 5 - Associate

  • Sep 2016 - Feb 2019

  ● Responsible for training new associates every day, resulting in goal setting and work ethic development in new associates. Three of which are currently on track for management. ● Selects the best produce for the day, facilitating quality control and customer satisfaction. ● Received five promotions, resulting in recommendations for management and boosting profitability within the store. ● Responsible for training new associates every day, resulting in goal setting and work ethic development in new associates. Three of which are currently on track for management. ● Selects the best produce for the day, facilitating quality control and customer satisfaction. ● Received five promotions, resulting in recommendations for management and boosting profitability within the store.