Justin Bunkers Cima® Email and Phone Number
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Justin Bunkers Cima® personal email
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Originally from Minneapolis, I Graduated from Iowa State University in 3.5 Years earning a B.S. in Finance. During my time at Iowa State I was a member of the Sigma Chi Fraternity. At McGill Junge Wealth Management, we position ourselves at the center of our clients’ financial lives, we partner with them during the wealth accumulation phase of their lives in order for them to experience a worry-free, enjoyable retirement during the distribution phase. The relationships we cultivate with our clients are founded on the basis of mutual trust, collaboration and the confidence that our team will anticipate and execute all the major and minor details of your comprehensive financial plan.
Mcgill Junge Wealth Management
View- Website:
- mcgilljunge.com
- Employees:
- 9
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Investment AnalystMcgill Junge Wealth Management Jan 2023 - PresentDes Moines Metropolitan Area
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Investment Operations AssociateMcgill Junge Wealth Management Oct 2017 - Feb 2023Des Moines, Iowa AreaAs an Investment Operations Associate at McGill Junge Wealth Management, I am primarily responsible for maintaining efficient systems for our clients’ account follow-ups and servicing, assisting in the advisory review process, including preparing investment reports, and the trading of our clients' investment accounts. In addition to servicing our advisory clients I also play a primary role in supporting and facilitating our 401(k) advisory business.
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Senior Investment Operations AdministratorMiles Capital, Inc. Aug 2017 - Oct 2017West Des Moines, IaEffectively perform portfolio accounting for multiple portfolios; Provide and deliver high quality services and support to SMA clients and local government investment pool (LGIP) participants; Strengthen existing client relationships and ensure high client satisfaction by accurately and timely addressing back office requests from client relationship managers. Daily trade confirmation; perform trade settlement resolution. LGIP administration in conjunction with Fund Services; working with multiple custodians and service providers. Obtain and broker investment bids for public fund participants. Recently chosen by management to serve on the Miles Capital Insurance Regulatory and Accounting Committee. -
Investment Operations AdministratorMiles Capital, Inc. Jun 2016 - Aug 2017Des Moines, Iowa-Daily transaction and holdings reconciliation including data gathering, transaction entry, analysis, research, and action to resolve issues.-Daily cash forecast process and prompt reporting to investment team.-Public Fund administration support including entering transactions, initiating participant money movement with respective custodians.-Daily cash investing for public funds-Client service support for internal and external clients including adhoc and standard requests.Perform other job-related and backup duties as required.-End of day trade file processing as well as correctly allocating trades to brokerage firms
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StudentIowa State University Sep 2012 - May 2016 -
Student AssistantIowa State University Office Of The Senior Vp For Business And Finance Sep 2012 - May 2016Ames, Ia•Update mail log daily to accurately depict on going and completed University Projects•Communicate with office staff, university colleagues, students, and other external entities on behalf of the Office of the Senior Vice President for Business and Finance•Occasionally prepare general reports for the Treasurer, based on analyses of proposals submitted by potential investment advisors for the Iowa Board of Regents•Attend Board of Regents Meeting to evaluate potential investment advisors with Regents and University leaders•Create efficient filing system to correctly manage University Capital Project correspondence and documents•Complete data entry with high attention to detail for office reports and daily correspondence
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Commercial Lending InternAegon Jan 2015 - Aug 2015Cedar Rapids, Iowa Area•Simultaneously worked with Senior Analysts to meet all project and presentation requirements •Worked daily with Senior analysts and mortgage bankers to properly quote projects•Analyzed income-producing properties – office, retail, industrial, multi-family, hospitality, and special use – to determine value, identify risk factors, and recommend appropriate debt and equity financing strategies•Prepared daily reports for Senior analysts, and underwrite loans daily•Contributed to team efforts by researching relevant macroeconomic and micro economic conditions •Increased productivity by turning around quoted projects quickly -
Business Development InternVita Coco Jun 2014 - Aug 2014Greater Minneapolis-St. Paul AreaSales Representative, Merchandiser, Vendor- Market VitaCoco in the greater Minneapolis-St.Paul area.- Sell in displays in bulk stores as well as convenience stores.-Communicate between store managers and account managers to ensure maximum sales are obtained.
Justin Bunkers Cima® Skills
Justin Bunkers Cima® Education Details
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Finance
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Rogers High SchoolGeneral Studies
Frequently Asked Questions about Justin Bunkers Cima®
What company does Justin Bunkers Cima® work for?
Justin Bunkers Cima® works for Mcgill Junge Wealth Management
What is Justin Bunkers Cima®'s role at the current company?
Justin Bunkers Cima®'s current role is Investment Analyst at McGill Junge Wealth Management.
What is Justin Bunkers Cima®'s email address?
Justin Bunkers Cima®'s email address is bu****@****ate.edu
What is Justin Bunkers Cima®'s direct phone number?
Justin Bunkers Cima®'s direct phone number is +176324*****
What schools did Justin Bunkers Cima® attend?
Justin Bunkers Cima® attended Iowa State University, Rogers High School.
What are some of Justin Bunkers Cima®'s interests?
Justin Bunkers Cima® has interest in Children, Economic Empowerment, Politics, Education, Hunting, Fishing, Health.
What skills is Justin Bunkers Cima® known for?
Justin Bunkers Cima® has skills like Leadership, Committment, Team Building, Competitive, Extrovert, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Time Management, Outgoing, Accounting.
Who are Justin Bunkers Cima®'s colleagues?
Justin Bunkers Cima®'s colleagues are Chad Killam, Cima®️, Jennifer Henry, Lindsey Akason, Kimberly Connors, Jared Winkers, Scott Mceachron, Katie May.
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