Create annuity analysis reports and presentations for brokerage consultant team; coordinate the process of implementing structured settlements with all participants to the claim: attorneys, paralegals, adjusters, and injury victims; lead and/or participate in projects aimed at broadening use of company's services

Lenger Financial is a holding company dedicated to the growth and protection of our clients' and principals' wealth. The combination of different lines of business focused on accomplishing our shared vision allows for unique solutions not typically provided by a single institution. Our firm is dedicated to executing our vision with integrity, trust, moral fortitude and a high level of independence.Responsibilities:Client Relations- Responsible for Eight High Net-worth Clients ($3-10 million each)Building trust through communication, goal generation and tangible resultsQuarterly Evaluations: generated reports for full financial snapshots from scratchAnnual budgeting and monthly spending.-pivot tables used to easily explain to clientsProfessionals Liason- CPA, Legal: tax, state, mitigation lawyers etcCompany Generation-16 total LLC’s, corporations which included generating operating agreements, investment structures, partnership agreements and tax structuring of all entitiesTax Return Preparation:Approve returns, ensure all deductions, depreciation in all schedules are capturedResearch tax saving vehicles: tax credits, conservation easements etc.Negotiated with IRS to correct discrepancies in past returns Investment Evaluations:Analyzed large amount of data using high level excel functions. Determine feasibility of projected return based on independent research extracted from large data sets.Real Estate Investments:Identified worthwhile areas and properties for investmentProforma generation for 5 year projections (cash and debt models)Obtain approval for mortgages and HELOC’sEstate Planning:Trusts, wills, powers of attorney, life insurance, prenuptial agreements etc.: reevaluation, amendments, proper coverage assessments.Capital Management- Series 65Create and implement investment objectives using ETF based diversification modelTrade options, open accounts, ensure regulatory compliance

Lotus Capital is a global, multi-strategy private investment firm with offices in Chicago and Dublin, which provides capital & financing to high-growth companies traded on many of the world's top stock exchanges.Responsibilities:Technical Analysis to determine pricing and term duration for: Full and non-recourse loans, block purchases, aged and new debt purchases.Created Documents for:Purchase, Escrow and Assignment agreements, closing and termination notices etc.Vetted physical and electronic certificates by:Tracking shares to their origin to ensure legality and free trading statusConverting Debt into stock and ensuring shares are free of restrictionClient InteractionsObtained all pertinent documents from client to prove free trading statusEffectively communicating the necessary steps and time frame to complete transaction and transfer shares

Compiled and entered data into QuickBooksArranged and reconciled bank statementsMet with clients concerning income/expense analysis