Neil Varnish
Lakewood,OH
Summary
Intelligent, self-directed individual with a passion for all things finance. Over seven years' worth of professional experience in the Financial Services and Real Estate industries. Personable, reliable, and driven to exceed expectations. Recognized by past and current supervisors and co-workers as an A+ player with a true passion for serving clients and the community
Overview
7
7
years of professional experience
Work History
Senior Associate, Investment Operations
Gries Financial Partners
11.2023 - Current
- Enhancing team performance by implementing effective project management strategies and providing consistent guidance
- Streamlining operational efficiency by identifying areas for improvement and proposing actionable solutions
- Working with new clients from start to finish on all paperwork, account onboarding, trading, etc.
Senior Associate, Investment Operations
MAI Capital Management
05.2019 - 11.2023
- Integrated and reviewed financial and industry data
- Had a hand in all facets of operations: account reconciliation, portfolio & fund accounting, alternative investments, account onboarding, trading, etc.
- Maintained tracking of new accounts from acceptance to funding and notified appropriate parties once accounts were fully funded and ready to trade
Assistant, Financial Services
The Ohio State University, Office Of Student Life
10.2016 - 05.2019
- Partnered with the fiscal officer and student activities coordinator to submit audits
- Mentored student organizations to develop and implement marketing and informational materials
Analyst, Risk Management
The NRP Group
05.2018 - 01.2019
- Identified trends and patterns in large datasets, leading to actionable insights for business growth
- Developed new analytical models that improved forecasting accuracy and reduced risk exposure
- Managed our insurance recoveries spreadsheet and kept track of how much we were able to collect; saw insurance claims play out from start to finish
Education
Bachelor of Arts - Economics
The Ohio State University
Columbus, OH05.2019
Skills
- Performance monitoring
- Account reconciliation
- Strong analytical and valuation/modeling skills
- Strong verbal and written communications skills
- Able to work under pressure and resolve conflicts
- Proven team player and leader
- Bilingual
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Senior Associate, Investment Operations
Gries Financial Partners
11.2023 - Current
Senior Associate, Investment Operations
MAI Capital Management
05.2019 - 11.2023
Analyst, Risk Management
The NRP Group
05.2018 - 01.2019
Assistant, Financial Services
The Ohio State University, Office Of Student Life
10.2016 - 05.2019
Bachelor of Arts - Economics
The Ohio State University
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