David Lighty Email & Phone Number

Charlotte, North Carolina

My duty as a folder receive analyst is to ensure that documentation provided by banks, brokers, etc are in compliance with Quickens guidelines. Im constantly dissecting income documents like tax returns, w2s, and bank statements making sure they are up to par with our standards. If any of these things are missing it is my job to reach out to partners via email or phone call to retrieve the documentation, while building positive relationships with them in order to secure repeat business.

My duties as a intern were to attend board meetings, and give any insight if I had any suggestions, assist with accounting by using the program entitled Daxco, give tour guides to new members, and doing background checks on new employees.

Bachelor'S Degree, Interdisciplinary Studies

Activities and Societies: played on the basketball team, which enabled me to develop great skills when working in groups to accomplish.

Associate'S Degree, Science

Activities and Societies: basketball team