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Michelle Ledermann  new_releases

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Chief of Staff
Santa Cruz de la Sierra, Santa Cruz Department, Bolivia
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Timeline

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Résumé

Jobs verified_user 0% verified
  • C
    Chief Of Staff/ Koban
    Mar 2022 - Current (4 years 8 months)
  • C
    Consultant/The DB Group
    Jun 2021 - Feb 2022 (9 months)
  • F
    Financial Paraplanner/Central Financial Services
    Jan 2019 - Dec 2020 (2 years)
    - Prepared financial plans for various representatives on investments, business planning and insurance.
    - Developed a system to detect selling opportunities for existing clients based on the individuals’ current financial situation and certain characteristics.
    - Effectively communicated with clientele in regard to their accounts: including servicing, quoting and marketing.
    - Prepared business valuations by estimating the return on current and future investments, as well as industry comparative analysis and economic trends.
  • Banco Ganadero
    Risk Analyst Intern
    Banco Ganadero
    Jun 2018 - Aug 2018 (3 months)
    - Reviewed and assessed the financial state of companies, including balance sheets and income statements to determine the level of default risk.
    - Compiled ratios and statistical models to evaluate the prospect with industry averages, market movements, and compliance with regulatory requirements of the bank.
  • F
    Finance Accounting Intern
    May 2016 - Aug 2016 (4 months)
    - Prepared forms and manuals for accounting and bookkeeping personnel
    - Part of the investment decision group, which used financial information to forecast business, industry and economic conditions.
Education verified_user 0% verified
  • Wichita State University
    MS, Logistics, Materials and Supply Management
    Wichita State University
    Jan 2020 - Feb 2021 (1 year 2 months)
  • Wichita State University
    BBA/ Finance, Economics
    Wichita State University
    Jan 2016 - Feb 2020 (4 years 2 months)