Nick Keltner Email & Phone Number

Chicago, Illinois, United States

Chicago

Northbrook, Il

New York & Chicago

Naperville, Il

Corporate Development, International DistributionDevelop pitch books and client materialCreate detailed financial models and valuations of projectsCompile research reports for senior managementAnalyze international development opportunitiesAnalyze M&A opportunities domestically and internationallyDue diligence responsibilitiesClosed end fund monitoring and analysisParticipation in closed-end product originationOrganization of Private Equity TeamAnalysis and sourcing of private equity opportunities

Coordinated multimillion dollar transactions reducing risk and increasing revenues for the firm o Conducted due diligence to mitigate financial and compliance risk o Managed activities occurring between managed and retail account brokerages Researched out-of-balance conditions and reconciled activity between firm and client o Calculated account positions and balance valuations for cost basis reporting o Facilitated and trained investment representatives about new products and procedures Structured and implemented new systems for estate evaluations o Organized a new system of valuation as a result of internal accounting procedures o Recruited to a team to work outside normal responsibilities to transition all accounts

Founded high-end automotive detailing service to help finance education expenses o Managed an extensive client list and multiple independent contractors Generated a company profit of over $2,000 within the first three months of operation o Realized a ROI of over 400% within the same period o Directed the design and distribution of over 5,000 directly targeted advertisements Forecasted and analyzed capital requirements o Created Pro Forma statement estimates to analyze equipment expenditures

Accurately performed a variety of financial transactions in a banking environmentInteracted with clients daily to establish and strengthen professional relationships Facilitated new business opportunities by marketing new products to clientsResponsible for a $5,000 daily cash balance and a $10,000 transaction limitWorked close to 30 hours per week in addition to a full course load