Anthony Maclean

Anthony Maclean Email and Phone Number

Property Financial Manager @ Wasatch Retail and Hospitality
Salt Lake City, UT, US
Anthony Maclean's Location
Salt Lake City, Utah, United States, United States
Anthony Maclean's Contact Details

Anthony Maclean work email

Anthony Maclean personal email

n/a
About Anthony Maclean

Business Analyst at Wasatch Property Management. Graduated from UVU in Personal Financial Planning May 2022.

Anthony Maclean's Current Company Details
Wasatch Retail and Hospitality

Wasatch Retail And Hospitality

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Property Financial Manager
Salt Lake City, UT, US
Anthony Maclean Work Experience Details
  • Wasatch Retail And Hospitality
    Property Financial Manager
    Wasatch Retail And Hospitality
    Salt Lake City, Ut, Us
  • Wasatch Commercial Management
    Property Manager
    Wasatch Commercial Management Jan 2024 - Present
    - 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.
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  • Wasatch Property Management
    Business Analyst
    Wasatch Property Management Feb 2023 - Present
    - 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.
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  • Tobacco Motorwear
    Accounting/Bookkeeper/Admin
    Tobacco Motorwear May 2023 - Feb 2024
    • 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.
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  • Steward Financial Services, Llc
    Associate Advisor
    Steward Financial Services, Llc Apr 2022 - Apr 2023
    Salt Lake County, Utah, United States
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  • Amicus Financial Advisors, Llc
    Intern
    Amicus Financial Advisors, Llc Nov 2021 - Apr 2022
    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.
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  • Morgan Stanley
    Retirement Operations Service Representative
    Morgan Stanley Aug 2021 - Nov 2021
    • 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.
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  • Trailblazer Transportation Llc
    Delivery Driver
    Trailblazer Transportation Llc Nov 2020 - Aug 2021
    Lehi, Utah, United States
  • Trailblazer Transportation Llc
    Trainer
    Trailblazer Transportation Llc Nov 2020 - Aug 2021
    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.
  • Jersey Mike'S Subs
    Assistant Manager
    Jersey Mike'S Subs Jan 2020 - Aug 2020
    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
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  • Clearlink
    Licensed Sales Agent
    Clearlink Nov 2019 - Jul 2020
    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
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Anthony Maclean Education Details

Frequently Asked Questions about Anthony Maclean

What company does Anthony Maclean work for?

Anthony Maclean works for Wasatch Retail And Hospitality

What is Anthony Maclean's role at the current company?

Anthony Maclean's current role is Property Financial Manager.

What is Anthony Maclean's email address?

Anthony Maclean's email address is ma****@****ors.com

What schools did Anthony Maclean attend?

Anthony Maclean attended Utah Valley University, Utah Valley University - Woodbury School Of Business, Utah State University Eastern, Utah State University Eastern.

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