Summary
Overview
Work History
Education
Skills
Certification
Timeline
GeneralManager

Curtis Johnson

Fund Setup & Mapping
Clifton,CO

Summary

Highly motivated and detail-oriented Financial Analyst seeking to expand career opportunities within the Empower organization. Utilize Bachelor of Arts in Mathematics and Series 6 certification, as well as 6 years’ experience in Financial Operations.

Overview

6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work History

Platform Setup Specialist

Empower Retirement
Greenwood Village, CO
04.2017 - Current
  • Analyze, build, and approve mutual funds for new plans and fund changes
  • Coordinate and process all corporate fund actions within the company
  • Correspond regularly with fund houses and relationship managers on any potential issues
  • Maintain Fund information on recordkeeping platform

Mutual Fund Valuation Administrator

10.2015 - 04.2017
  • Collected prices and rates, then loaded them into VAA2
  • Paid, reversed, and/or reprocessed dividends in EASY
  • Mastered Excel by writing/running macros, calculate vlookups and other formulas
  • Facilitated quality assurance by performing daily audits and CMAs.

Education

Bachelor of Arts - Mathematics

Western State Colorado University
Gunnison, CO
08.2010 - 05.2015

Skills

    Problem-Solving

Microsoft Office

EASY Record keeping Platform

Business administration

Interpersonal Communication

Training and Development

Decision Making

Analytical and Critical Thinking

Certification

FINRA Series 6

Timeline

FINRA Series 6

10-2017

Platform Setup Specialist

Empower Retirement
04.2017 - Current

Mutual Fund Valuation Administrator

10.2015 - 04.2017

Bachelor of Arts - Mathematics

Western State Colorado University
08.2010 - 05.2015
Curtis JohnsonFund Setup & Mapping