Requests
3
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
LaSalle Investment ManagementAssociate
Oct. 2023Chicago, Illinois, United StatesPortfolio Management for diversified $7b REIT with 130+ assets and public equity investments
BNY MellonLead Fund Analyst
Nov. 2021 - Oct. 2023Chicago, Illinois, United States- Consulted with a non profit client to develop a financial presentation product that met their needs
- Trained our Poland team to take over primary operations of a >$1B Real Estate fund.
- Selected to aid the Yardi financial systems team with requests related to our platform.
- Review financial packages and consolidate a fund of 40+ entities consisting of 100+ properties across industrial, multi-family, and commercial sectors
- Mark assets to fair market values based on a discounted cash flows valuation
- Prepared client deliverables (financial statements, custom reports, bank recs, etc.) under harsh deadlines
- Perform fund accounting procedures for holding and fund-level entities
Stifel Financial Corp.Internal Auditor II
Mar. 2021 - Nov. 2021United States
Stifel Financial Corp.Internal Auditor I
Jun. 2019 - Mar. 2021Greater St. Louis Area- Aided in structuring and evaluating firm's data governance program
- Gained thorough understanding of SOC1 reports that applied to our entity and how to evaluate the structure of our controls in comparison to CUECs
- Provided training and development for newly acquired entities to conform with standard practices across the firm
- Evaluate program conformance to benchmark and regulatory standards including CIS top 20, NIST Framework, SEC, FINRA
RubinBrown LLPAssurance Associate
Apr. 2018 - Jun. 2019Greater St. Louis AreaWorking within assurance services to deliver value to clients by working closely with a great team. Involved in tasks including, but not limited to, conducting audits, generating financial statements, financial compliance testing (HUD, GAAP, PHFA, etc.), and heavy emphasis on excel to manipulate large data sets and conduct financial analysis.
RubinBrown LLPAssurance Intern
Jan. 2018 - Apr. 2018Greater St. Louis AreaWorked with a great team to conduct the engagement of one of the largest affordable housing developers in the U.S. Conducted audits of properties to determine the integrity of the financial statements, and conduct them accordingly while performing additional tests as required by different regulatory agencies (HUD, PHA, NJHMFA, etc.). Heavily utilized Microsoft Excel to manage and manipulate large data sets to get the information needed in the best format. Also went on to help prepare Federal 1040s for a wide array of clients and earned the privilege of assisting with training other interns and helping be in-charge of the 1040 room. Overall a very great experience with amazing people. I learned and grew so much.
Southern Illinois University, CarbondalePrograms Assistant
Aug. 2017 - Dec. 2017Carbondale, ILCreated and managed the digital, physical, Excel, and Access applications for students applying to the MBA or PhD programs.
Maintained correspondence with current and prospective students to answer questions or aid in application process.
Aided prospective students in finding graduate assistantships, and managed the physical and digital files for all assistantships for the College of Business
Murphy-Wall State Bank and TrustCSR/Marketing Analyst
Nov. 2016 - Aug. 2017Pinckneyville, ILProposed a project to the board of directors with the hopes of increasing revenue which was labeled as the project that had the highest potential revenue generation. Assisted internal auditor with research and drafting of sample audits that would be conducted in the firm. Noted daily cash balances on our branch's cash board in order to ascertain how much was in the branch. Helped a very talented marketing team on creating copy and advertisements that would be used over social media, radio, and on our personal website. Enhanced my understanding of the banking industry and its regulations while exploring and researching avenues that I never thought I would be apart of.
Northwestern MutualFinancial Representative Intern
May. 2016 - Sep. 2016CarbondaleCombined product and investing knowledge with training to engage clients and create a financial plan suited to each individual client to meet their financial goals
Within the first month of the internship, secured a top 3% spot throughout our Clayton, MO network office
Learned critical time management, teamwork, and financial sklls
Southern Illinois UniversityTutor
Jan. 2016 - May. 2016Setting up meetings around class and other work schedules to meet with Student Athletes in order to achieve academic excellence. Researched multiple areas of study in order to facilitate the learning of several Student Athletes at once, while keeping a high GPA in the College of Business
Southern Illinois UniversityResident Assistant
Aug. 2012 - May. 2015Carbondale, ILAssisted in the maintenance of a strong living learning environment for over 45 residents on my floor, and worked closely with a team of RA's to provide the same service to a building of over 700 residents. Developed great interpersonal skills as I had conversations to find out the needs of the residents I was overseeing, and created/planned events in order to facilitate the overcome of their needs. Met in weekly meetings with the entire RA staff of my building, as well as produced weekly reports to show constant communications between my co-workers and residents. Required to conduct weekly rounds to ensure a safe, living and learning community for the residents of my building. Helped with numerous conflict resolutions to ensure that all residents had equal access to the safe and friendly community that they deserved.
McDonald'sShift Lead
Jun. 2009 - Jun. 2014Carlinville, Illinois, United States
Intch is a Professional Networking App for the Future of WorkSee more people like Adam on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
287528 people
16
Program Manager @ DISH Network
19
Founder @ Beagle
15
Data Analyst
12031 people
43
ๆ่ฃ
่ฎพ่ฎกๅ
ฌๅธ @ CEO
16
Founder, Senior Accountant @ Self Employed
16
CEO @ AccuTax Service