- Career path focus has been on professional service firm management, including but not limited to law, state government, health care and finance.- Current role comprises workforce planning as it relates to contact center management, staffing, scheduling, metrics analysis, reporting and forecasting.- Additional administrative experience and current responsibilities include onboarding new business, billing and business technology resource management.
Us Bank Global Fund Services
-
Business Technology AnalystUs Bank Global Fund Services Sep 2018 - PresentSeattle, Washington, United States- increased short term forecasting accuracy for the past 18 months to 87.50%, up 1% from the previous 18 months- demonstrated ability to provide accurate long term forecasting as it relates to projected FTE v actual FTE at an accuracy rate of 87.30%- implementation of reporting software, followed by analysis of CRM/Data Cleaning business line to identify and eliminate behavioral process inefficiencies, leading to a production increase of nearly 15%
-
Mutual Fund Specialist 3, 4, 5 And 6U.S. Bancorp Fund Services Nov 2014 - Sep 2018Provide guidance to shareholders regarding transactions, account maintenance, tax implications and common transfer requirements. Interact directly with mutual fund management regarding wholesaler inquiries, marketing and performance issues. Update and maintain CRM software as it pertains to wholesalers. Develop and present opportunities for procedural and documentation improvements.
-
Student MechanicMarquette University Aug 2014 - Jan 2015Milwaukee, WiProvided facility and equipment maintenance to ensure high level of quality and service to patrons.
-
International Trade InternU.S. Department Of Commerce Sep 2014 - Dec 2014Milwaukee, WiProvided export and research services to small to mid-cap Wisconsin businesses looking to expand globally. Vetted these companies to ensure that they were in fact ready to expand globally. -
Graduate Internship - Finance Dept.Marquette University Mar 2007 - Jun 2008Milwaukee, WiCollected data from SEC filings to identify optimal corporate governance traits for MBO consultation. Conducted analysis and research as directed to assist with faculty publication, presentation and consultation services. -
Administrative InternshipLanier Law Firm, Llc May 2005 - Jun 2006Milwaukee, WiResponsible for service distribution & CRM to increase fee earners 66% and monthly realization > 90%. Implemented paperless administrative, bookkeeping and financial management procedures.
-
Financial Legislative Committee InternshipWisconsin State Assembly Sep 2003 - May 2004Madison, WiAssisted the State’s Joint Committee on Finance to appropriate funding and prepared two investigative reports on school funding, both of which contributed to proposed legislation.
Aaron Walton Skills
Aaron Walton Education Details
-
3.5/4.0
-
3.8/4.0 -
University Of Wisconsin - MadisonEnglish & Political Science
Frequently Asked Questions about Aaron Walton
What company does Aaron Walton work for?
Aaron Walton works for Us Bank Global Fund Services
What is Aaron Walton's role at the current company?
Aaron Walton's current role is Business Technology Analyst at US Bank Global Fund Services.
What schools did Aaron Walton attend?
Aaron Walton attended Marquette University, The George Washington University, University Of Wisconsin - Madison.
What skills is Aaron Walton known for?
Aaron Walton has skills like Financial Analysis, Financial Modeling, Managerial Finance, Professional Service Firm Administration, Public Speaking, Management, Leadership, Microsoft Excel, Microsoft Office, Research, Customer Service, Data Analysis.
Not the Aaron Walton you were looking for?
-
Aaron Walton
Founder At Walton Creative Group | Non-Profit Growth Partner | Impact-Driven Content StrategistNashville, Tn -
Aaron Walton
Broken Arrow, Ok5ymail.com, tacticalelectronics.com, tacticalelectronics.com, tacticalelectronics.com, tedfordinsurance.com3 +191824XXXXX
-
Aaron Walton
Culver City, Ca3radiategroup.com, waltonisaacson.com, waltonisaacson.com6 +132385XXXXX
-
5gmail.com, gmail.com, chickasaw.com, analytica.net, edaptivesys.com5 +144337XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial