Michael Turnock Email & Phone Number

Denver, Colorado, United States

Denver, Colorado

Greater Denver Area

- Helped mange ~$100mm loan portfolio- Developed and implemented processes and improvements to manage the risk of the portfolio- Developed industry level metrics among the portfolio which helped track the level of risk- Analyzed each company's financials, spread them in Moody's Lending Cloud, and performed compliance checks on a monthly basis- Generated Deal Status Reports to present to the company on a monthly basis- Analyzed large data sets pulled from different resources to gather all critical information

Denver, Colorado

-Evaluated all types of financial statements whether audited or company prepared (fiscal year end, interim, personal and business tax returns, personal financials)-Comprehended all supplementary notes and K-1s-Analyzed credit and loan agreements including syndicated agreements-Translated financial data into financial and negative covenants to make sure companies are in compliance with agreements-Helped handle middle market, C&I, and CRE loans-Worked with specialized industries including but not limited to energy, supply chain, TMT, government

Greater Denver Area

-Evaluated and valued dozens of mutual funds daily with a combination of over $1 Billion in assets. -Prepared and delivered accurate and timely performance and holdings data for regulatory filings, annual reports, semi annual reports, prospectuses, board materials, and other products.-Generated reports and data files for use within fund accounting for internal and external clients.Retrieved and posted data that includes prices and pricing files, security master information, and dividends.

Greater Denver Area

Maintained a security portfolio and general ledger for each fund customer. Responsible for calculating the net asset value, NAV, for each individual fund. This involves the processing of shareholder transactions, accounting for securities purchased and sold, valuation of securities, and daily income and expense accrual evaluation.

Denver

Responsible for performing a variety of services for Janus investors including answering questions, handling redemptions, exchanges, and other transaction requests quickly and accurately to ensure the highest level of client satisfaction. Interaction is with direct shareholders and investment professionals

Greater Denver Area

I communicate directly with customers whether it is for collections purposes or customer service. The time spent interacting with customers is valuable because of the relationship that is developed. Front end Accounts Receivable work. Worked with sales teams to ensure customers receive products in a timely manner. Invoiced customers based off Purchase Orders and quotes. Worked with customers to collect payments against invoices.Created and approved quotes as requested. Provided financial reports including reconciliations for month end. Daily use of Microsoft Excel, Word, and Access.

Bachelor Of Science, Finance With Chinese Minor

Relevant Coursework: Web Design for Small Businesses, E-marketing, Investments, Financial Markets & Institutions, Financial Management.

Chinese Language

Studied abroad during the Spring semester of 2011. Developed great relationships with plenty of people. Forced Immersion on myself living.