Michelle Weeks Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

A member of the reporting team, I'm responsible for the building of custom comprehensive financial reports delivered to over 40 high-net-worth families, utilizing Addepar to manage assets ranging from $10M to $1B. I'm involved in the support of the CEO and senior leadership by helping to prepare investment meeting agendas and handling various strategic projects. I oversee the management of over 1,000 private investment activities—spanning all types of private equity. I assist with client onboarding and reporting training.

Thailand

A member of the Kindergarten campus at a private Christian school in the south of Thailand, my role was teaching a second language to as many as 25 students while also working to develop the students' physical, emotional, social, and cognitive skills. I completed a 170-hour online TEFL (Teaching English as a Foreign Language) course which included 20 hours of practicum teaching as well as supplemental courses for early childhood and teaching Business English. I led a group of teachers in weekly meetings to collaborate and work to create age-appropriate and topic-specific lessons, coordinating supplies and materials across all classrooms.

Denver Tech Center

A member of the portfolio account team, responsible for maintaining the Portfolio Accounting software system used for performance reporting and ensuring its accuracy. Highly involved in custom reporting- aggregating and pulling data across multiple custodians and record keepers in order to provide complex reporting solutions for High Net Worth families and Endowments and Foundations. Responsible for maintenance and tracking of alternative investments. Also a member of the Client Implementation and Service Group, responsible for managing the transition of new clients, and providing ongoing client service and support.

Assisting students with any questions they may have- finance related. Helping with the use of the Bloomberg terminal, CapitalIQ, and Morningstar.

• Assisted the teacher in preparing the classroom: making copies, laminating, cleaning, decorating• Assisted in managing sixteen, two and a half - five year old children• Assisted in the translating of Spanish speaking parents and students

Nutrition Department- Greeley

• Help implement a new profit and loss statement • Stream line the cash management process and current process of operations • Help with reconciling grant and general ledger accounts• Assist Director and Finance Specialist with monthly budget reconciliations and PO reconciliations along with day-to-day responsibilites

• Assisted on multiple crews in the maintenance and creation of landscaping projects• Filled out weekly reports describing job reports and employee hours

• Assisted in a variety of bookkeeping tasks to include payroll and sales for a company• Managed the cash and credit statements for nine locations

Bachelor'S Degree, Finance, General

Activities and Societies: Phi Sigma Pi, National Society for Collegiate Scholars, CMA, CFA Challenge, Student and Foundation Fund

Education record

Activities and Societies: National Honor Society, National Thespian, Student Council, Knowledge Bowl, Class Council, Drama Club.