49 Financial is a holistic financial planning firm assisting families and business owners in the fields of investment management, retirement planning, estate planning, and insurance.

Account for all mutual fund transactions, dividends, and corporate actions to deliver an accurate net asset value ahead of daily deadlines. Reconcile cash flows and holdings statements with the sub advisor and custody bank on a daily basis. Effectively communicate with all stakeholders daily to resolve issues in the most efficient way possible.Manage senior level funds that invest in term loans, options, swaps, and futures as a level 1 fund accountant. Mentor and train less experienced fund accountants.

Assisted in creating a request for proposal for a potential clientParticipated in a quarterly investment meetingCreated benchmarking spreadsheets to assist consultants in the benefits consulting divisionHad an opportunity to shadow and learn from advisors in all four divisions of the company Used Morning Star software to configure a portfolio analysis for financial advisors to present to their clients Used Cambridge asset allocation standards to find irregularities in clients portfolios

Attended Week long Sales Foundation Academy at UNC-Chapel HillMade 30+ face-to-face sales calls per dayUncovered needs through asking focused questionsConducted daily sales team meetings before and after the work day.Team Ranked #2 out of #9 schools in the Great Lakes RegionPersonally ranked #20 out of #38 individuals in the Great Lakes Region