I'm looking to take on a side project here and there to supplement my primary work. I have experience with commercial credit, investment management, retirement plan advising, and sales and marketing for small and mid size businesses.
Reviewed and analyzed fee disclosures, service agreements, and plan documents to prepare an analysis for prospective client meetings
Reviewed plan documents to find ways to improve participant success and to ensure compliance with ERISA regulations and Department of Labor rules
Conducted retirement plan review meetings with clients
Educated plan committees on their fiduciary responsibilities
Trained new employees within the practice
Prepared fee analyses to benchmark total plan fees
Credit Analyst
Monroe Bank & Trust
11月 2013 - 2月 2015 (1 年, 3 个月)
Completed analyses and write-ups on companies requesting funds
Spread financial statements using Credit Quest
Recorded minutes and prepared loan packages for committee meetings
Computed Debt Service Coverage calculations for various customers
Tested covenants on borrowers using Excel and Credit Quest templates
Juvenile Detention Specialist
Monroe County Youth Center
7月 2005 - 11月 2013 (8 年, 4 个月)
Supervised juvenile delinquents’ daily activities and care while at the Youth Center
Completed evaluation and progress reports regarding the juveniles’ behavior and ensure that they are following the rules of the center
教育
MBA with a concentration on Finance
University of Toledo,
United States 2010 - 2012
(2 年)
BBA, Major - Marketing, Minor - Criminology
Eastern Michigan University,
United States 2004 - 2008