Grayden Westfall Email & Phone Number

Rexburg, Idaho, United States

Greater Los Angeles Area

• Served as direct main liaison for 3 major client pension funds and corporate assets. Cross-sold services to major clients and played a key part in Kaiser Permanente signing a 5 year contract extension.
• Partnered with clients and State Street Bank’s accounting group to ensure monthly reporting of client statements were done correctly and delivered on schedule. Delivered monthly reports on time so Kaiser could close.
• Compiled and produced customized reports for clients by retrieving data from State Street Bank database. Kaiser used these custom reports to give to their actuaries to come up with pension payout timelines.
• Helped clients complete their annual reports by working with them and State Street accounting group to gather financial information to produce annual reports. With my help, all my clients were able to file their annual.
• Work directly with clients’ external auditors to help complete the clients’ annual audit. Sent annual reports and customized reports to auditors. Answered auditors’ questions regarding clients’ accounts. Both Kaiser.
• Ensured clients paid their fees on time to help State Street Bank reach their revenue projections.

Greater Los Angeles Area

• Duties included account management, special projects management, and reporting.
• Assisted clients in making buying and selling decisions on cash accounts and executed accounts payable and receivable for commercial accounts. Reconciled account statements with independent investment managers.
• Bought and sold money market funds so that clients and investment managers had enough money to make timely investment decisions.
• Tracked interest and dividend payments and ensured timely investment of interest and dividends. As a result, Kaiser and State of New Mexico accounts had the correct dividends and interest payments posted to their.
• Ensured adherence to client investment guidelines. As a result, Kaiser’s 26 Billion dollar pension fund was in compliance with Kaiser’s investment committee guidelines.
• Acted as main contact between clients and Deutsche Bank. Received several bonuses because of high level client satisfaction.

Pasadena, CA

Master'S Degree, Accounting

Bachelor'S Degree, Accounting