Tyler Underdown Email & Phone Number

Overland Park, Ks, Us

Overland Park, Kansas, United States

Fairway, Ks

Prepare timely and accurate estimated cash flows, net asset values, distributions, and other fund accounting output for subsequent review Assist in preparing audit schedules, compliance reports, N-SARs, tax returns, financial statements, and other reports Record accurately, and in accordance with the department policies and procedures, such accounting records as securities positions, corporate actions, and journal entries

Kansas City, Missouri

Worked in conjunction with individuals on the team as well as other partners to ensure seamless processing of funds according to the client's policies Calculated & processed fund & account daily activities (i.e. NAV calculation, cash movements, distributions, corporate actions, bank loans, processed transactions) Provided information needed to prepare financial statements and reports for the client, shareholder, and/or director and management reports as required

Olathe, Kansas

Sorted client paperwork to keep the files up-to-dateFiled client paperwork by alphabetical order

Created, modified, and ran reports regarding the performance of Financial Representatives.Uploaded scanned files and organized to create ease of file recovery.Assigned confidential client and prospect information to Financial Representatives.

Maintained the facilities and outdoor landscape around the villas and main office.Consulted with residents regarding their concerns with the overall look of the landscape.Created and maintained personal relationships with the residents.

Promptly sorted, packaged, and processed various consumer products to be distributed.Provided direction when other employees or supervisors needed it.