Experience

North Shore Bank

• United States
• Banking
• 1 - 100 Employee

• Trust Investment Specialist

  • Oct 2018 - Present

  Duluth, Minnesota Area - Perform mutual fund trades for personal trusts and employee benefit accounts - Propose models and invest participant contributions for 401(k) plans - Settle trades and corporate actions - Transfer assets from/to accounts on behalf of clients - Perform step-ups in basis for estate valuations for tax reporting purposes

• Trust Operations Specialist

  • Nov 2017 - Oct 2018

  Duluth, Minnesota Area - Oversaw daily money distributions - Opened new trust accounts - Provided support to trust administrators - Performed various operational tasks and projects

• Personal Banker

  • Jan 2015 - Nov 2017

  Duluth, Minnesota Area - Originated and renewed Home Equity, Personal and Vehicle Loans - Resolved consumer fraud cases - Opened/closed deposit accounts, certificate of deposits, safe boxes - Backed up loan processors and daily retail operations - Oversaw debit card maintenance

• Retail Banking Assistant

  • Jun 2013 - Jan 2015

  Duluth, Minnesota Area - Processed loan documentation - Oversaw safe boxes operations among all branches - Distributed daily reports among retail and mortgage staff - Closed bank physical location - Supervised office openings on Saturdays at a branch location

• Teller

  • Nov 2011 - Jun 2013

  Duluth, Minnesota Area - Processed cash transactions on a daily basis - Took in deposits and handed out cash - Made entries into the banking system - Helped customers through different banking processes - Promoted a positive banking experience for the customers



BIR PERFORMANCE DRIVING SCHOOL LLC

• Instructor

  • Sep 2015 - Present

  Brainerd, MN



Real Living Messina and Associates, Inc.

• Realtor/Property Manager

  • Jun 2008 - Aug 2010

  Duluth, Minnesota Area • Managed portfolio of 60+ properties in Duluth, MN and surrounding areas • Wrote lease contracts • Consulted owners on how better to utilize their properties • Represented clients both on buying/selling sides in real estate transactions for both purchase and rental • Drafted purchase agreements in real estate transactions • Edited and administered real estate web sites • Photographed and video taped homes for listings and Visual Tours • Hosted Open Houses



University of Minnesota

• United States
• Higher Education
• 700 & Above Employee

• Lab Consultant

  • Apr 2005 - May 2007

  Duluth, Minnesota Area • Provided technical support with hardware and software to students, faculty and staff • Managed day to day maintenance of computer labs • Worked with PC, Mac and Sunray computer systems