Michael Pellatz, Caia Email & Phone Number

Portland, Oregon, United States

Main functions include leading clients expertly through all phases of a merger or acquisition transaction. This can include negotiations, financing and contracts, while managing multiple engagements concurrently and independently.

Portland, Oregon, United States

Portland, Oregon Area

Member of RVK's Alternatives Research Team. Assisting with discovery and due diligence on multi-asset real return and hedge fund investment opportunities. Also providing research and evaluation to RVK's clients and consulting teams across alternative asset classes. Exposures to alternative asset classes includes multi-asset real return, hedge funds (direct.

Portland, Oregon Area

Portland, Oregon Area

I spent just over a year as an Investment Analyst before being promoted to Senior Investment Analyst.

Portland, Oregon Area

• Records, classifies and summarizes accounting transactions requiring knowledge of accounting policies, procedures, and systems within the department.
• Compiles various documents, verifies their accuracy and processes client invoices in accordance with established procedures.
• Selects correct accounts; posts and verifies balance, debit, and credit entries; reconciles accounts; maintains journals and ledgers; compiles internal control reports.
• Applies a working knowledge of applicable laws and regulations; verifies documents for completeness and compliance with government and private agencies.
• Responds to inquiries by researching accounting transactions in order to locate and resolve discrepancies.
• Maintain a clear understanding of the clients’ needs, including internal clients consisting of other department members.

Portland, OR

• Lead Accounts Payable Process for all Janrain entities, including vendor inquiries, maintaining files, and 1099 reporting.
• Prepare all credit card reconciliations in a timely manner, working with cardholders to obtain receipts and approvals.
• Manage the processing and payment of employee expense reports in accordance to company guidelines.
• Participate in monthly financial close process, including journal entries and other general ledger activities as assigned by Accounting Manager.
• Assist with other ad-hoc tasks as assigned by Accounting Manager.

Tualatin, Cedar Hills, Mcminnville (OR)

• Sold and integrated new product lines to new and returning customers
• Relocated entire Vancouver store
• Marketed Tualatin and Cedar Hills stores season product sales
• Assumed some of assistant manager responsibilities in Cedar Hills

Mcminnville, OR

• Work in office answering questions for prospective students
• Give tours weekly to perspective students visiting campus
• Set up weekend long events for prospective students
• Gained experience in an administration environment improving my leadership and communication skills

Sherwood, OR

• Worked cleaning Fields
• Organized and sold produce in the store
• Helped managed personnel during high season
• Executed customer service skills
• Resolved problems during fall harvest with overflow of customers

Bachelor Of Science, Finance And Economics

Education record