Mark Heide Email & Phone Number

Farmington Hills, Michigan, United States

- Prepared and completed investment schedules for quarterly/annual statements- Recorded trades and balanced books monthly using Clearwater Analytics for fixed income and common stock investments- Managed the implementation of FIS Global Private Capital Suite as our private equity accounting software- Created and presented quarterly portfolio performance reports in the form of a comprehensive deck to the Investment Committee for review- Maintained and analyzed the performance of a large and diverse investment portfolio including fixed income, common stock, real estate, & private equity

Farmington Hills, Michigan, United States

- Managed the transition from Sungard to Clearwater Analytics as our investment accounting software and became first point of contact with Clearwater- Manually accounted for a growing book of private equity and real estate investments outside of Clearwater Analytics- Tracked portfolio performance and prepared cash flow projections- Ensured compliance with STAT & GAAP accounting guidelines, prepared for audits, and maintained statutory deposits required with States

United States

- Prepared monthly investment journal entries for Atain Insurance companies- Manually entered fixed income and common stock trades using Sungard- Maintained insurance premium databases in Microsoft Excel and Access

Binding coverage, Endorsements, Follow Ups, Correspondence with customers, and Assisting the Underwriters.

United States

Performing file reviews on Umbrella/Excess policies. Worked with the Underwriters in the department helping them with their work loads by performing follow-ups for information, requesting loss runs, and preparing their files for Audit.

Synder-Phillips Cafeteria

Dishwashing, Cafeteria Prep, Cooking, Cleaning

Lincoln Park, Mi

Summer job working in the Meat/Seafood department of Kroger where i cleaned the meat cutting room, stocked the shelves, assisted customers, and closed the department before closing.

Master'S Degree, Finance, General, 3.775

Bachelors Of Science, Finance

Minor in Economics