
Performance Reporting Analyst at Geometric Wealth Advisors
ryanspecialty.com
northwesternmutual.com
nextcapital.com
Senior Performance Reporting Analyst
Geometric Wealth Advisors
• www.linkedin.com/company/geometric-wealth-advisors
• Full-time
Jan 2025 - Present
Performance Reporting Analyst
Geometric Wealth Advisors
• www.linkedin.com/company/geometric-wealth-advisors
• Full-time
Jul 2022 - Jan 2025
Business Analyst
Ryan Specialty Group
• www.linkedin.com/company/ryan-specialty
• Full-time
Nov 2021 - Aug 2022
Trading Operations Analyst
NextCapital
• www.linkedin.com/company/nxtcap
Jan 2019 - Feb 2022
Chicago, Illinois
Portfolio Operations Analyst
NextCapital Group
• www.linkedin.com/company/nxtcap
Oct 2017 - Jan 2019
Chicago, Illinois
Centralized Financial Security, Advisory Services Associate
Northwestern Mutual
• www.linkedin.com/company/northwestern-mutual
Jan 2016 - Oct 2017
Skokie, IL
Leasing Consultant/Intern Operations Director
Renters Refuge, Prudential Rubloff Rentals
Apr 2013 - Sep 2013
Greater Chicago Area
Intern
Small Business Advocacy Council
Apr 2013 - Jun 2013
Business Manager
Kalamazoo College Index
Apr 2011 - Jun 2011
Kalamazoo, MI