Thomas Erusha Email & Phone Number

Minneapolis, Minnesota, United States

Des Moines, Iowa Area

Cedar Rapids, Iowa Area

La Crosse, Wisconsin Area

Reviewed current trends in financial advisor industry, and edited and developed presentations for seminars to potential clientsAssisted with the preparation and organization of files, collateral material, applications, and proposalsUpdated investment records upon funding of investment accountsCreated life, health, and investment insurance applications for clientsObserved financial advisor and assisted with client meetings

Cedar Rapids, Iowa Area

Assisted with timely filing, review, and editing of list of backlogged contracts dated prior to employmentComposed and sent legal correspondence to clients, state departments, and outside counselMonitored, evaluated, and responded to incoming questions, complaints, and clarifications from clients, state departments, and outside counselCommunicated compliance procedures and policies to new employeesSet up, maintained, and audited compliance related client/contract databases of firmAssisted in projects relating to employment, labor, corporate secretarial compliance law

Cedar Rapids, Iowa Area

Observed, conducted, and assisted in client meetings, interviews, and mediations Prepared and presented financial data relating to agricultural commercial disputes at mediation proceedings Organized and prepared legal memoranda and client correspondence Drafted exhibits of financial records and operating expenses Researched and wrote an article for the firm blog using relevant metrics on future market trends in the agricultural field Observed real estate, civil, and commercial negotiations in legal settings Facilitated client intake for bankruptcy, debt restructuring, traffic, and commercial cases Created and maintained a database for distribution of labor union health insurance payments subsequent to closing of benefits trust fund