Michelle Weeks
Reporting Associate at IWP Family Office
- Role
- Reporting Analyst at Iwp Family Office
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Michelle Weeks
I am a reliable, efficient, and enthusiastic worker. My experience ranges portfolio accounting and service for high net worth individuals, foundations/endowments and retirement plans. I\'ve been with IWP for over two years and a member of the reporting team where I am responsible for identifying complex solutions for complex client reports, accounting for private investments and account reconciliation.
Experience
Reporting Analyst
Jun 2021 — Present · Denver, CO, US
A member of the reporting team, I\'m responsible for the building of custom comprehensive financial reports delivered to over 40 high-net-worth families, utilizing Addepar to manage assets ranging from $10M to $1B. I\'m involved in the support of the CEO and senior leadership by helping to prepare investment meeting agendas and handling various strategic projects. I oversee the management of over private investment activities—spanning all types of private equity. I assist with client onboarding and reporting training.
Education
University of Northern Colorado
Bachelor's Degree
2011 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.