Daria Bartkiewicz Kent Email & Phone Number

5479 N. Milwaukee Ave., Chicago, Il 60630

We are committed to providing an outstanding customer service experience while building long-lasting relationships. Our office is ready to assist you, your family and your business with auto insurance, homeowners insurance, condo insurance, renters insurance, life insurance, health insurance, business insurance and even financial services. Located on the northwest side of Chicago in the Jefferson Park neighborhood, we are here to help, every step of the way. Call, text or visit our office today!

Chicago

•Provide solutions for customer related issues and maintain corporate communications•Compose contracts for clients and maintain accounts receivables•Perform accounting and bookkeeping duties on a regular basis

•Value and reconcile equity, bond, custom, and focus funds with over $725 million in total net assets•Scrutinize any movement in fund yields, NAV movement and price changes on security holdings based on global stock market activity•Identify, research and resolve inquiries and discrepancies in fund holdings, cash, trade activity and unit activity for both global and domestic funds•Analyze and confirm correct corporate action activity is represented in fund valuations•Calculate daily expense accruals according to fund thresholds

•Assist in financial planning for clients and develop client base•Perform bookkeeping and accounting duties on a regular basis •Design, develop, and maintain company website •Utilize various software applications and financial analysis to improve productivity

•Execute accounting duties and compose financial statements for over 40 individual and corporate accounts•Prepare quarterly payroll tax reports including Federal 941, 944, IL-941, and IL-UC for over 30 companies •Assist in audit work for manufacturing corporation among a team of associates •Create spreadsheets to summarize and analyze expenses for various companies•Complete tax forms such as Corporate Annual Reports, Workman’s Compensation Reports, Use Tax, and Sales Tax

•Worked closely with a team of interns to develop a professional business plan for clients •Conducted market research to identify potential new market niches that contain profit potential

•Provided customer service by greeting customers and directing them to the proper location•Called to inform customers about current promotions and financing offers •Translated sales from Polish to English between salesman and customers •Completed general office duties including payroll input and filing paperwork

Master Of Business Administration (Mba), Mba

B.S., Finance

Activities and Societies: Junior Achievements, Deans List, Stanford University Bank Management Simulation Participant