Kaleb Mitchell Email & Phone Number

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

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

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

Bachelor'S Degree, Mathematics

Activities and Societies: Varsity Football Program, Occidental College August 2012-November 2016 Founder of Fellowship for Christian.

Bachelor'S Degree, Economics

Activities and Societies: Varsity Football Program, Occidental College August 2012-November 2016 Founder of Fellowship for Christian.