Jimmy Suszka Email & Phone Number

Ownership of audit process which includes: writing SQL query scripts, setting up PowerBi displays and excel reports, communicating with various workstreams on audit coverage, and updating management on progress of auditsStrong understanding of the private markets industry, and fluent in the eVestment product to assist fund managers in uploading and sharing data on the platformAdvanced SQL writing skills, and employment of creativity to discover new ways to audit data and refine the data collection process

Chicago

Created a list of comps. Tracked buyer, seller, broker, cap rate, and all other relative informationBecame familiar with CoStar and Argus basicsLearned basic underwriting and excel modeling skill sets in conjunction with introductory ARGUS trainingCreated drafts for market, site, and tenant summariesReviewed leases and learned basic lease terminology and abstracting skills

Chicago, Illinois

Supported a team of five advisors and analysts managing approximately $2 billion in high net worth of client assets.Conducted product and prospective client research.Prepared asset allocation models with reviews and updates of portfolio performance.Collected and organized client account data to assist the team in maintaining strong client relationships through Morgan Stanley marketing products.Acquired an understanding on the level of customer service required in private wealth management, and enhanced my knowledge of industry practices overall.

Chicago

Answered the phone at the front desk, scheduled meetings for office employees, and assisted in any job that was asked of me. This was a great opportunity to explore the day-to-day operations of a business. Also, it offered me the opportunity to build good relationship and understand the importance of taking part in company culture.

Chicago, Illinois

Sales Manager - Worked in sales, and managed a team of interns who were the face of Shoreline Lake and River Tours in Chicago. The objective was to raise awareness of Shoreline, draw in potential guests, convince them to take a tour and purchase tickets (then after a tour to purchase photos). The tours were expensive so it was critical to have excellent communication skills and be willing to engage in conversation with random consumer prospects. The sales process included identification of a prospect lead, engage in conversation by using “ice breaker” techniques, understand the customer’s requirement, align their desires with the correct Shoreline product, and close the sale. Success required the ability to describe Shorelines product offerings clearly and succinctly. Skills Learned and Developed:+ Learned to engage with anyone by using “Ice Breaker Techniques”+ Taught sales skills/process that included Prospecting, Engagement, Discovery questions, Requirement Analysis, Product Overview, Objection Handling, and Closing Techniques+ Expanded interpersonal communication skills+ Number #1 sales performer and voted best employee Summer of 2017

Chicago

I took part in helping Chicago Help Initiative feed the homeless every week. I engaged with homeless people searching for work opportunities, I worked with people looking to grow their technology skills, and I assisted people trying to learn how to read. I was very moved by my experience, and my time at Chicago Help Initiative put into important perspective how fortunate I am within my own life.

Chicago, Illinois

Tour Guide and Supervisor at Urban Kayaks - In addition to managing and scheduling a team of tour guides, I lead our most popular tour. This was a 90-minute guided excursion on the Chicago River’s main branch; the tour included insights about our Chicago's amazing history and classic architecture along the Chicago River.Skills learned and Developed:+ Responsible for customer safety while leading Kayak Tours in the busy Chicago River+ Public speaking skills during the tour included Chicago History and Architecture+ Improved confidence when interacting and leading a large group of people+ Learned about Urban Kayaks, how it started, and goals of the founders

Chicago, Illinois

Developed web sites templates for individuals and businesses. I would research the requirement and develop interesting content based on each business. Skills Learned and Developed:+ Developed Microsoft Office skills + Enhanced business writing skills for website content + Listened to the client to develop project requirements and complete task on time

Mendoza College Of Business, Finance And Financial Management Services

Activities and Societies: Student Activities Leader, Zahm Hockey, Co-Host of WVFI's Radio Gonzo

Honors, 4.3 (On A 4.0 Scale)

Activities and Societies: National Honor Society, Honors with Distinction, Illinois State Scholar, Baseball, Golf, Football, Team Captain.