Anthony Maclean Email & Phone Number

Salt Lake City, Ut, Us

- Actively manage 11 commercial office buildings with 16 lessees.- Contact vendors and tenants to manage accounts payable and receivable functions.- Create monthly executive summary reports of the properties for stakeholders.- Coding of accounts payable for properties to assist accounting team.- Complete various ad-hoc projects assigned from upper management to effectively manage assigned properties.

- Collect and organize data in Excel to produce accurate ownership and distribution tables. - Upload, manage, and maintain data for over 300 investments and 1,900 investor accounts. - Produce equity summary and distribution reports via Dynamo and Excel.- Reconcile units, distributions, and contributions using xlookups, pivot tables, index, match, and IF statements in Excel.

• Quickbooks: Update quickbooks to accurately categorize transactions and perform month-end reconciliation.• Gusto: Run payroll for employees and contractors.• Shopify: Perform back-end website tasks, create bills, and update inventory for month-end.• Billing: Track, organize, and pay invoices from vendors.• Assist with various accounting and finance tasks as needed.

Salt Lake County, Utah, United States

Lehi, Utah, United States

• Monitor customer relationship management through the utilization of the Wealthbox CRM platform. • Work closely with Financial Advisor on various projects related to investment, retirement, and tax planning. • Create comprehensive financial plans for clients using MoneyGuidePro software. • Create investment proposals using Kwanti and generate performance reports using Blackdiamond. • Heavy use of Microsoft Excel and Microsoft word.

• Handle incoming phone calls from financial advisors and branch employees related to Retirement products offered by Morgan Stanley• Meet team and department service level goals as established by Morgan Stanely Service Network• Establish and maintain effective relationships to deliver superior service to clients• Utilize various internal and external resources and tools to provide information and resolve issues.

Lehi, Utah, United States

Lehi, Utah, United States

• Train new delivery associates to effectively perform job duties.• Efficiently organize van and packages.• Use Amazon technology to deliver packages.• Exceed quotas and customer expectations.• Push yourself through long hours and physical workdays.

Pleasant Grove, Utah, United States

• Train and manage entry level employees to perform basic job functions• Open/close store and prepare produce, meat, bread, lobby, cash register, etc to meet store demand• Provide excellent customer service and handle customer complaints in a professional manner to increase store revenue• Manage inventory, prepare orders, and organize inventory to improve store efficiency

Orem, Utah, United States

-Pass Property and Casualty state exam-Use sales skills to sell auto insurance policies-Provide over the phone customer service to meet client needs

Bachelor Of Science - Bs, Personal Financial Planning, 3.84

Currently in final semester of Bachelor of Science Degree in Personal Financial Planning. Obtained minor in Business Management May 2021

Personal Financial Planning, Financial Planning And Services, Senior

Received Minor in Business Management May 2021

Associate Of Science - As, General Studies

Associate Of Science - As, General Studies, 3.87 Gpa