Kaleb Mitchell

Kaleb Mitchell Email and Phone Number

Consultant in Financial Services Industry @ Randall & Hurley, Inc.
liberty lake, washington, united states
Kaleb Mitchell's Location
Coeur d'Alene, Idaho, United States, United States
Kaleb Mitchell's Contact Details

Kaleb Mitchell work email

Kaleb Mitchell personal email

n/a
About Kaleb Mitchell

Kaleb Mitchell is a Consultant in Financial Services Industry at Randall & Hurley, Inc.. He possess expertise in mathematics, leadership, data analysis, microsoft excel, time management and 1 more skills.

Kaleb Mitchell's Current Company Details
Randall & Hurley, Inc.

Randall & Hurley, Inc.

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Consultant in Financial Services Industry
liberty lake, washington, united states
Website:
randall-hurley.com
Employees:
45
Kaleb Mitchell Work Experience Details
  • Randall & Hurley, Inc.
    Consultant
    Randall & Hurley, Inc. Oct 2016 - Present
    Liberty Lake, Washington, United States
    • Use organizational skills and time management to manage full client load plan administration• Provide annual reports with summary of plan assets and testing to clients• Plan administration for clients which includes determining eligibility, calculating contributions, compliance testing, and filing government forms• Prepare quarterly evaluations for the daily system• Use Relius and Excel Spreadsheets for recording and updating plan data• Prioritize and complete work based on set deadlines• Trust Accounting— analyze statements and calculate gains and losses
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  • Ivinci
    Business Analyst Intern
    Ivinci May 2015 - Aug 2015
    Boise, Idaho, United States
    • Created and analyzed professional Business Review PowerPoints that were pertaining to client optimization and client comparisons• Utilized programming software to compare client performance and trends year to year• Created graphs using Excel to show trends in financial data• Attended Executive leader meetings with clients in which my reports were presented• Used Google Analytics and Business Intelligence Tool to provide feedback to iVinci Health and clients
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  • Doubleline Group Lp
    Finance Intern
    Doubleline Group Lp Jan 2015 - May 2015
    Los Angeles, California, United States
    • Attended company meetings about goals and forecasting market activity• Backlogged historical bond purchases and made spreadsheets to review what is still needed until the bonds are matured.• Created presentations based on financial research articles and presented to investors• Received training on the language, the basics of the field, and how to utilize resources to be efficient• Created visual diagrams to show investors their tendencies and alternative areas to focus on to possibly gain more profit
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Kaleb Mitchell Skills

Mathematics Leadership Data Analysis Microsoft Excel Time Management Interpersonal Skills

Kaleb Mitchell Education Details

Frequently Asked Questions about Kaleb Mitchell

What company does Kaleb Mitchell work for?

Kaleb Mitchell works for Randall & Hurley, Inc.

What is Kaleb Mitchell's role at the current company?

Kaleb Mitchell's current role is Consultant in Financial Services Industry.

What is Kaleb Mitchell's email address?

Kaleb Mitchell's email address is km****@****ley.com

What schools did Kaleb Mitchell attend?

Kaleb Mitchell attended Occidental College, Occidental College.

What skills is Kaleb Mitchell known for?

Kaleb Mitchell has skills like Mathematics, Leadership, Data Analysis, Microsoft Excel, Time Management, Interpersonal Skills.

Who are Kaleb Mitchell's colleagues?

Kaleb Mitchell's colleagues are Kristy Lavelle, Matt Jansen, Kim Fries, Courtney Johnson, Jeffrey B., Kim Retz Colwell, Denielle Williams.

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