Maxwell Luce Email & Phone Number

Greater New York City Area

Greater New York City Area

New York, New York

Senior housing private equity real estate

New York, New York

Greater New York City Area

Madison, New Jersey

Madison, NJ

- Provide high level of client service to Investment Managers via phone and email, analyzing issues while giving prompt and accurate responses - Set up and quality control check new asset holdings on SEI's unique portfolio accounting system and workflow tool- Review high/low cash reports on a daily basis, evaluating reasons for fluctuations in account.

- Presented a case study dealing with the state of trust in the financial services industry to members of the SEI executive team, which incorporated interviews and meetings with SEI's clients and employees- Performed competitor research and analysis, including examining advertisements and preparing briefs on earnings calls to be used by the executive team.

- Worked primarily on bank reconciliations within Microsoft Excel- Took inquiries from suppliers on the state of their transactions with the hospital- Dealt with invoice registration and processing

- Compiled and organized weekly sales reports to distribute to the Sales & Marketing team- Collected and consolidated international sales data into one cohesive document

Ba, Economics

Activities and Societies: Zeta Psi Fraternity. Alternative School Break, Writing Associate, Pre-Orientation Service Program

Education record