Levi Knapp, Mba Email & Phone Number

Portland, Maine

Responsibilities include: • Monitoring and projecting client cash positions and debt to inform decision making• Creating quarterly financial reports for clients and providing updates on investments and financial markets• Assisting clients in creating investment policy statements to fit their investment needs and goals• Recommending trades to clients to raise or invest cash, or rebalance their portfolio• Creating monthly investment fund performance snapshots for internal and external use• Managing illiquid investment process including initiating manager capital call and distribution instructions, and posting/verifying capital calls, distributions, valuations, and more in numerous software to ensure accurate cashflow and performance data• QuickBooks entries and bank account reconciliations• Managing foundation and illiquid company payables• Annual expense allocations• Reporting of average market values for foundations• Assisting with tax compliance• Client projects and presentations

Portland, Maine Area

Responsibilities included QuickBooks entries, bank reconciliations, payables, receivables, sorting of tax data and other files, IRR entries, attending meetings with the CEO and other members of the team, research for use within the office, writing procedures for internal office use, and creating reports and spreadsheets for use by management. Started as an internship and became a part-time job.

Farmington, Maine

Responsibilities of this job include satisfying customers' needs and providing a positive and friendly experience to ensure repeat business.

Farmington, Maine

Responsibilities included declaring/resetting tills, audits, cash-ups, calculating postage and lottery inventory, ensuring data is consistent and correct in the computer system, and preparing and running financial reports for multiple departments

Pittsfield, Maine

• Performed cost analysis on software utilized in recent years• Created guideline spreadsheet for reading elimination Balance Sheet data of inter-company activity• Performed many Accounts Payable functions, such as batch checking, check runs, communicating with vendors, requesting invoices, working with OnBase, and more• Assisted in standardizing quantity over/under tracking spreadsheets• Researched GAAP Revenue Recognition changes to predict and prepare for impact on organization• Presented internship experience to HR, upper management, and more

Waterville, Maine

Responsibilities include aiding students in all fundamental business courses such as Management Principles, Marketing, Business Communications, Operations Management, Business Finance, and more.

Portland, Maine

• Selected as one of about 90 interns out of 5000+ applicants• Provided supporting analysis of regional commercial loan originations • Reviewed applied funding costs of loan originations • Provided analysis on FY'15 boarded loans using bank's risk-adjusted-return-on-capital (RAROC) model• Updated RAROC training spreadsheets and documents to ensure readiness for upload to the LMS website• Created PowerPoint slide shows for use in monthly pricing calls, as well as Excel graphs and tables for discussion.• Completed numerous projects involving data sorting, graphing, communicating with various departments, and much more• Created and presented a plan to the diversity team, managers, and more of how TD could successfully recruit more minorities.

Financial Planning Program, 3.74

Introduction to Financial Planning Insurance and Risk Management Investments Tax Planning Retirement Planning and Employee Benefits Estate.

Master Of Business Administration (M.B.A.)

1-Year Accelerated MBA program

Bachelor’S Degree, Management/Finance, 4.0

Activities and Societies: Entrepreneurship Club, Alpha Chi National College Honor Society, Future Business Leaders of America - Phi Beta.

Real Estate Sales Agent

Attended the Arthur Gary School of Real Estate to become a Real Estate Sales Agent.

Business Administration And Management, General

Education record

Activities and Societies: Varsity Basketball, Coaches Award - Basketball