Johan Holtenman Email & Phone Number

Boston, Massachusetts, United States

• Monitored and validated daily NAV calculations for clients' mutual funds, ensuring accuracy and compliance with industry standards, and facilitating timely reporting to stakeholders.• Collaborated with cross-functional teams to resolve discrepancies and streamline fund accounting processes, improving overall efficiency and minimizing operational risks.• Analyzed market data to identify and report on fund benchmarks and significant market movements, contributing to… Show more • Monitored and validated daily NAV calculations for clients' mutual funds, ensuring accuracy and compliance with industry standards, and facilitating timely reporting to stakeholders.• Collaborated with cross-functional teams to resolve discrepancies and streamline fund accounting processes, improving overall efficiency and minimizing operational risks.• Analyzed market data to identify and report on fund benchmarks and significant market movements, contributing to informed decision-making and strategic planning. Show less

Boston, Massachusetts, United States

• Implemented a targeted initiative for senior insurance holders, significantly enhancing service personalization through tailored benchmarks and engagement strategies, resulting in a 10% increase in member engagement.• Coordinated with teams across various departments to identify and resolve discrepancies in financial records, ensuring compliance with regulatory standards and improving audit readiness.• Empowered managerial decision-making by analyzing US and Canadian market data… Show more • Implemented a targeted initiative for senior insurance holders, significantly enhancing service personalization through tailored benchmarks and engagement strategies, resulting in a 10% increase in member engagement.• Coordinated with teams across various departments to identify and resolve discrepancies in financial records, ensuring compliance with regulatory standards and improving audit readiness.• Empowered managerial decision-making by analyzing US and Canadian market data, generating actionable insights and recommendations, ultimately leading to the strategic termination of a brand partnership.• Devised an audit process for the behavioral life insurance program's test accounts, deactivating over 900 unnecessary accounts and saving $30,000 monthly, enhancing operational efficiency.• Collaborated across departments to consolidate department-specific co-op responsibilities and developed a comprehensive, peer-reviewed, onboarding manual improving future hiring efficiency. Show less

Stowe, Vermont, United States

• Managed and maintained an in-house guest seating capacity of 50 to keep a steady load on kitchen staff to better ensure smooth operations, service quality, and quick output times.• Served customers with personalized recommendations on food and local attractions, drawing on extensive knowledge of regional highlights within a 10-mile radius to enhance the customer experience.• Delegated tasks to a team of 4 co-workers, executing management's directives and enhancing team cohesion, which… Show more • Managed and maintained an in-house guest seating capacity of 50 to keep a steady load on kitchen staff to better ensure smooth operations, service quality, and quick output times.• Served customers with personalized recommendations on food and local attractions, drawing on extensive knowledge of regional highlights within a 10-mile radius to enhance the customer experience.• Delegated tasks to a team of 4 co-workers, executing management's directives and enhancing team cohesion, which reduced miscommunications, order inaccuracies, and customer complaints. Show less

Stowe, Vermont, United States

• Achieved an average of 3 successful sales per day by expertly matching customers with the ideal bikes and equipment, contributing to store revenue and customer satisfaction.• Provided at least 4 hours of mechanical services daily, troubleshooting and repairing dysfunctional bikes, while simultaneously addressing customer inquiries and ensuring service quality.• Conducted comprehensive mentorship and delivered hands-on instruction to new employees, fostering skill development, and… Show more • Achieved an average of 3 successful sales per day by expertly matching customers with the ideal bikes and equipment, contributing to store revenue and customer satisfaction.• Provided at least 4 hours of mechanical services daily, troubleshooting and repairing dysfunctional bikes, while simultaneously addressing customer inquiries and ensuring service quality.• Conducted comprehensive mentorship and delivered hands-on instruction to new employees, fostering skill development, and creating a supportive learning environment. Show less

Stowe, Vermont, United States

• Designed desert and cheese board menu options with locally produced product to match the restaurants brand image.• Increased establishments dishwashing efficiency by rearranging the assembly line and recommending new equipment to management while ensuring dishes to be 100% clean.• Assembled a team of three to assemble newly delivered equipment to have it ready for use as soon as possible.

Bachelor'S Degree, International Business/Finance/Entrepreneurial Startups

Embracing a rigorous academic challenge at Northeastern University, my educational journey is marked by innovative research.

Study Abroad | Bachelor'S Degree, Entrepreneurial Finance

Studied Entrepreneurial Finance at LSE, focusing on key aspects of financial management, venture capital, and funding strategies.

Study Abroad | Bachelor'S Degree, Mathematics And Economics

My higher academic career began with my transformative semester abroad in Dublin, courtesy of Northeastern's N.U.in program, a cornerstone.

High School Diploma

High School Diploma

Activities and Societies: Athletics, Ski Racing

High School Diploma