Evan Muller Email & Phone Number

Waltham, Massachusetts, United States

- Confirmed any discrepancies between billing schedules, invoices, and payments to ensure all cash payments have been paid accordingly between partners and buyers. Allowed the revenue recognition process to begin. - Coordinated with 8 other team members to implement strategies to maximize efficiency and productivity. - Analyzed buyer master agreements to ensure all policies are being followed for current and future use. - Constructed financial reports to assess large company contracts needed to follow GAAP and company policies.

Andover, Massachusetts, United States

- Phone representative for the client solution center trained in shareholder and financial advisor services. - Answered calls regarding a variety of issues, including client accounts, redemptions, exchanges, escheatment, transfer of assets, rollovers, all while providing quality client service to meet client needs. - Obtained numerous perfect Dalbar scores regarding client assistance. Ranked in the 90th percentile amongst the client solution center meeting 85% call score quality in a majority of graded calls. - Assessed a wide range of account types, such as IRAs, UTMAs, UGMAs, regular taxable accounts, 401ks, and trusts.

Methuen, Massachusetts, United States

- Supervised 10-20 employees at a time, assigning specific tasks and duties ranging from cleaning, organizing, and stocking merchandise throughout the facility. Implemented strategies to maximize time and efficiency. - Monitored sales and payments to ensure the store needs are met. Gave assistance to customers who had any questions, concerns, or complaints to guarantee the customer's needs were always satisfied. - Provided proper training and orientation to new employees that aligned with company policy. - Balanced final drawer counts to ensure all cash related assets are accounted for and secured properly.

Methuen, Massachusetts, United States

- Officiated third and fourth grade basketball, maintaining rules and standards throughout the season. - Educated and performed basic rules and regulations to players on both teams. Gave guidance and assistance to those who needed help to guide them in proper form, techniques, and skills. - Ensured player's safety by maintaining a steady and mature level of play. Demonstrated excellent teamwork with fellow referees, scorekeepers, and coaches to ensure games moved efficiently to follow schedule.

Bachelor'S Degree, Accounting And Finance

Activities and Societies: UML Finance Society, UML Accounting Society, Real Estate Network Association (RENA). 6x Dean's List. Manning.

Education record

Activities and Societies: Key Club, SADD, National Honor Society, Track & Field, Lacrosse, and Football Graduated with Highest Honors