Trevor Markowitz Email & Phone Number

Irvine, California, United States

Scottsdale, Arizona

• Responsible for various activities including research and analysis of various real estate properties in California, Arizona and Florida for a startup REIT.

Boston

• Streamlined the integration process of a new proxy provider by acting as a liaison between 130 global custodian clients and the voting proxy team. • Investigated 2 years of fee structure data to uncover the underlying cause of a 6% budget discrepancy and presented final analysis to upper management. • Received one on one teaching and guidance from leaders in the Private Banking and Wealth Management lines of business.

Phoenix, Arizona Area

• Delivered cost tracking and analysis, creation and payment of account payables, and depreciated assets on hand for five subsidiaries. • Executed communication channel with managing directors and company presidents of the consulting subsidiaries to assure accuracy and completion of accounting reports. • Corrected delinquency balances for corporate credit cards with bi-weekly updates, and asset inventory to account for depreciation and amortization. • Performed monthly closing of account balances and data transfer within Financial Force and SalesForce with the company controller to ensure data accuracy.

Phoenix, Arizona Area

• Evaluated customers current insurance standing and advised customers on the correct package of insurance to meet their future needs.• Led the Phoenix Office in policy sales numbers, generating an excess of $40,000 in additional premiums while finishing second nationally amongst Inside Sales Advisor interns.• Gave weekly presentations to upper management including a final presentation on the Venture Capital Fund and had direct communication with a senior analyst of the fund and a CFO of an acquired company.