Grant Bokovitz
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Grant Bokovitz Email & Phone Number

Financial Analyst I at Wilary Winn LLC
Location: Greater Minneapolis-St. Paul Area, United States, United States 6 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Analyst I
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size

Who is Grant Bokovitz? Overview

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Quick answer

Grant Bokovitz is listed as Financial Analyst I at Wilary Winn LLC, a company with 17 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Grant Bokovitz.

Grant Bokovitz previously worked as Fund Accountant at Umb Bank and Loan Servicing Intern at Northmarq. Grant Bokovitz holds Bachelor Of Science - Bs, Economics from University Of Wisconsin-Madison.

Company email context

Email format at Wilary Winn LLC

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Wilary Winn LLC

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Profile bio

About Grant Bokovitz

Grant Bokovitz is a Financial Analyst I at Wilary Winn LLC.

Current workplace

Grant Bokovitz's current company

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Wilary Winn LLC
Wilary Winn Llc
Financial Analyst I
saint paul, minnesota, united states
Website
Employees
17
AeroLeads page
6 roles

Grant Bokovitz work experience

A career timeline built from the work history available for this profile.

Financial Analyst I

Current

Oakdale, Minnesota, United States

Sep 2024 - Present

Fund Accountant

Milwaukee, Wisconsin, United States

  • Managing daily accounting functions for multiple mutual funds, ensuring precise calculations of net asset value
  • Reconciling cash settlements by analyzing various reports guaranteeing an accurate alignment between financialrecords and broker statements
  • Creating and communicating daily cash forecast reports for multiple funds to key external stakeholders
Jul 2024 - Aug 2024

Loan Servicing Intern

Bloomington, Minnesota, United States

  • Analyzed property inspections and other loan documents to protect the lender’s investment by confirming the financial health of a property, all maintenance records were current, and the investment return was positive
  • Earned first place on loan operations case competition after pitching a proposal to upper management with the goal of streamlining efficiency and smoothing employee workload within the operations department
  • Engaged in mentor meetings with management to build the skills needed to advance my career into a management role as well as develop both personally and professionally
Jun 2023 - Aug 2023

Customer Service Advisor Intern

Plymouth, MN

  • Organize 100+ customer installations a week, coordinating communication between varying complex departments ensuring a timely and accurate order
  • Create detailed schedules for each service technician and communicate the schedule with the customer allowing for both installation efficiency and precision
  • Maintain and create customer relationships while answering phone calls from customers who need assistance and providing them with excellent customer service so they receive the most efficient resolution to their issue
May 2022 - Apr 2023

Restaurant Staff - Der Rathskeller

Madison, Wisconsin, United States

  • Engaged with customers while providing quick service to foster a friendly and positive customer experience
  • Worked efficiently and swiftly to prepare accurate, complex food orders within the specified time frame
  • Lead new employees through necessary training, placing an emphasis on punctuality, work ethic, and teamwork
Jun 2021 - Aug 2021

Camp Leader

Sports Unlimited

Minneapolis, Minnesota, United States

  • Directed sports and recreation camps for more than 30 children, all of various ages and skill levels
  • Delegated necessary tasks to other staff members in order to remain on schedule with all planned activities
  • Communicated and articulated camp mission statement and goals to all staff members ensuring a great experience
May 2020 - Aug 2021
Team & coworkers

Colleagues at Wilary Winn LLC

Other employees you can reach at wilwinn.com. View company contacts for 17 employees →

3 education records

Grant Bokovitz education

FAQ

Frequently asked questions about Grant Bokovitz

Quick answers generated from the profile data available on this page.

What company does Grant Bokovitz work for?

Grant Bokovitz works for Wilary Winn LLC.

What is Grant Bokovitz's role at Wilary Winn LLC?

Grant Bokovitz is listed as Financial Analyst I at Wilary Winn LLC.

Where is Grant Bokovitz based?

Grant Bokovitz is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Wilary Winn LLC.

What companies has Grant Bokovitz worked for?

Grant Bokovitz has worked for Wilary Winn Llc, Umb Bank, Northmarq, Pella Windows & Doors, Pella Northland, and Wisconsin Union.

Who are Grant Bokovitz's colleagues at Wilary Winn LLC?

Grant Bokovitz's colleagues at Wilary Winn LLC include Jake Coulson, Raphael Malewicz, Frank Wilary, Dairong Cheng, and Cheryl Cronkhite.

How can I contact Grant Bokovitz?

You can use AeroLeads to view verified contact signals for Grant Bokovitz at Wilary Winn LLC, including work email, phone, and LinkedIn data when available.

What schools did Grant Bokovitz attend?

Grant Bokovitz holds Bachelor Of Science - Bs, Economics from University Of Wisconsin-Madison.

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