Eric Lentz - Resume

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  • 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 lentel26@gmail.com 848 14th Ave, Green Bay, WI 54304