Kramer Halverson Email & Phone Number

Springfield, Illinois Area

Hiawatha, Ia

-Procure and examine municipalities’ financial statements with the goal of standardizing and simplifying vital information for our clients to enable them to make informed buy/sell decisions regarding their municipal bond holdings.-Update our municipal database with the most recent financial disclosures and requested ratios/metrics related to our clients’ holdings.-Create Quality Control reports to better ensure the accuracy of the data we provide to clients.-Research state and local pension plan liabilities to provide our clients with industry leading analysis into one of the largest liabilities a municipality generally has.-Review other employees’ reports to make any necessary changes before being made available to clients.-Member of the office social activity committee responsible for planning out of office events such as happy hours, tailgates, trips to games etc.

- The Krause Fund is a $350K endowed equity portfolio managed by undergraduate finance students at the Tippie College of Business.- Responsible for industry and company research in the Energy Sector and for building robust financial models using discounted cash flow (DCF), economic profit, relative valuation, and dividend discount analyses. - Presented Buy/Sell recommendations to the Fund’s advisory board and work with the Krause Fund research team to determine final selections and portfolio weightings.

Springfield, Illinois Area

-Filled out monthly Union reports for workers' fringes and benefits.-Paid State and Federal taxes on weekly payroll. -Entered invoices into Foundation accounting software.-Assisted CFO with Halverson’s financial reports for year ended 2014. -Gathered data and created an annual worker’s compensation report for insurance purposes.-Updated and revised Halverson’s EEO Policy. -Verified payroll and performed bank reconciliations. -Implemented an organizational system for materials in Halverson’s construction yard.-Worked as part of a team responsible for transporting and tracking all construction materials going to and from job sites. -Worked on numerous multi-million dollar projects.

Chatham, Il

-Managed the credit and debit transactions of UCB customers’ accounts. -Performed bi- weekly balances of UCB’s ATMs. -Assisted head teller in verification of money orders.-Worked UCB’s customer helpline.-Responsible for closing the bank at the day’s end.-Handled large change orders for UCB’s small business accounts

Finance, General, Senior

Activities and Societies: -Sigma Nu Fraternity

Education record