Download - Eric Lentz - Resume
Objective Finding a long-term career where I can use my strengths, knowledge and motivation to help a company grow, become more efficient and succeed
Experience OWNER, FORENSIC INVESTMENTS, LLC, DE PERE, WI — 2015-CURRENT
Building software to automate the portfolio analysis process for potential new business clients not already held in the firms core system. Software will read, analyze and output results in either a single account view or holistic relationship regardless of asset custodian
ASSOCIATE VICE PRESIDENT/PRIVATE WEALTH ADVISOR, FINEMARK NATIONAL BANK & TRUST, FORT MYERS, FL — 2009-PRESENT
Administering trust accounts, guiding clients in estate and financial planning, educating clients on deposit, lending and asset management services, developing deep client relationships, managed shareholder services, supervisory role, training new employees
Serves on the following committees: Trust Department, Real Estate, Discretionary Distribution, Account Acceptance, Information Technology Steering, Marketing
MUTUAL FUND TRANSFER AGENT, M&I TRUST COMPANY, N.A., GREEN BAY, WI — 2007-2009
Transferred mutual funds from one custodian to another, create new fund accounts, assisted in building and creating efficiencies within internal processes, provide superb client service to outsourcing banks
Education University of Wisconsin - Milwaukee, B.S. - Economics and Finance
Skills Problem analysis and solving, utilizing technology to create efficiencies within processes, strong mathematics, advanced knowledge of Microsoft Excel
References Available upon request
Eric L. Lentz
920.636.1046 [email protected] 848 14th Ave, Green Bay, WI 54304