Tim Zupkus, Mba Email & Phone Number

Waltham, Massachusetts, United States

Wellesley, Massachusetts, United States

-Conduct comprehensive market research on small-cap, mid-cap, and large-cap funds to identify investment opportunities, assess risk profiles, and provide actionable insights to the team for implementation in client accounts-Analyze risk and return profiles for a variety of investment portfolios, assessing the performance of each portfolio based on.

Boston, Massachusetts, United States

-Collaborated with diligence and legal teams to establish and maintain accurate cost tracking systems for newly acquired companies-Managed the preparation and maintenance of monthly roll forward files for various corporate accounts, locating multiple invoices to expense for that month-Organized and structured corporate financial data using Excel, ensuring.

Wilmington, Massachusetts, United States

-Responsible for managing multiple accounts payable boards throughout three different departments-Completed payments and controlled expenses by receiving, processing, verifying and reconciling invoices in a timely manner.-Assisted accounts payable staff with corporate payables, proofreading, and invoicing errors in preparation for each month’s close

-Provided tours to prospective students around campus-Worked alongside other ambassadors to promote Bentley University

Thomaston, Connecticut, United States

-Internship at a medium sized manufacturing company which included rotational assignments for maximum exposure-Exposed to all financial, manufacturing, and administrative operations including payroll, A/P, A/R, and Human Resources. Familiarity with SagePro Accounting System and Take Control ERP-Assisted in the preparation of finished goods for packaging.

Thomaston, Connecticut, United States

-Instructed kids ages six-seventeen on the correct way to play baseball at the next level-Directed a baseball camp with 40-60 attendees during the summer where eight counselors worked beneath my leadership

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Finance - Corporate Finance