Allison Parks Email & Phone Number

Minnesota, United States

Minneapolis, Minnesota, United States

United States

As an A/P Data Analyst, I assisted wholesale customers and sales reps via an average of 400 interactions per week. I focused on data entry, data accuracy, and order auditing. The primary programs used were Oracle and excel, where I entered averages of 25 purchase orders per week with an average 98% accuracy. I billed 45 trailing credits per month to.

As a Senior Analyst, I built customized investment portfolios for higher profile clients, built and maintained complex financial plans, implemented systems and strategies to improve efficiency and utilize technology, executed trades in accounts, and maintained strategic investment plans. I assisted in actively managing over $14 Million in assets with a.

As a Financial Planner I contributed on a team of professionals providing planning services for over 60 Financial Advisors, built an average of 5 financial plans each day, prepared and processed paperwork to open and maintain over 100 new accounts, entered trades in actively managed investment accounts weekly, and educated junior advisors on investment.

As a Financial Representative, I impacted a self-secured network of families and individuals through planning and secured their financial present and future by conducting over 100 initial meetings. I created detailed holistic plans specific to each individual’s wants and needs and their personal, professional, and financial goals. I utilized CRM to protect.

Portfolio Analyst is a competitive entry position charged with a fiduciary duty to manage a portion of the NIU Foundation’s portfolio. As an analyst, my responsibilities included: Monitor equity holdings’ performance and risk factors; perform macroeconomic and industry analysis; utilize valuation techniques such as relative valuation, discounted cash flow.

1799 Kings Gate Lane Crystal Lake, IL

As office manager with Synaptx Ltd I was in charge of documenting procedures for HIPAA compliance, data entry, billing, payroll, and documentation. I compiled documentation of company decisions and actions, submitted medical billing to the state of Illinois, executed invoices and payroll in QuickBooks, managed 8 employees and their relationships to.

Bachelor Of Science (B.S.), Finance, General

Activities and Societies: NIU Investment Association, NIU Honors Program, NIU Financial Management AssociationEnrolled August 2015.

Education record

Activities and Societies: Huntley Marching Red Raiders, Huntley Pep Band, McHenry County Honor Band, Scholastic Bowl Team, District 158.