Alex Blash - CHFP
Education
Lake Forest College - Lake Forest, IL, September 2008 – May 2012
• Bachelor of Arts in Economics; Minor in Sociology
Healthcare Domain Training - February 2017
• Healthcare Business Analyst Certification
CHFP from HFMA - November 2017
• Certified Healthcare Financial Professional
Experience
Director of Client Relations, CRS Wealth Management, Skokie, IL, October 2012 - Present
• Manage day to day client relationships, account relations, and office operations, act as liaison between LPL, President and clients, prioritize and resolve issues, and provide excellent customer service
• Responsible for quality and compliance of all marketing materials, including the website & social media, with LPL and industry standards and regulations. I execute quarterly mailings as well as holiday mailings
•Also complete many other projects throughout the year from start to finish, such as opening client accounts with our firm or at outside firms I handle all paperwork and client/ 3rd party communication, I make sure all parties know what is required/needed in clear concise fashion to ensure all time requirements are met
• Manage financial database for accuracy of client account records, input data into Morningstar and Maximizer, and produce client reports. Provide office backup and support for the President on all computer, software and technical issues
• Process client statements and financial reports in a timely manner, request funds, transfers, and distributions. Ensure accuracy and execution of fund deposits into accounts, and keep clients notified regarding account status
• Interact with internal auditors to ensure compliance with LPL policies and procedures
• Generate company financial reports for the President to monitor revenues, commissions and fees, provide updates on client related issues, projects, and company operations. Also, provide quarterly payroll reports to company accountant
Athletic Facility Assistant, Lake Forest College, Lake Forest, IL, August 2008– May 2012
• Managed athletic facility, including gymnasium, cardio room, and handball courts
• Maintained top quality athletic equipment and ensured proper storage
• Monitored...
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