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Patrick Loughery

Senior Accounting Associate @ Evanston Capital Management, LLC

Senior Accounting Associate at Evanston Capital Management, LLC

Greater Chicago Area

Ranked #1,093 out of 21,860 for Senior Accounting Associate in United States

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Patrick Loughery's Email Addresses & Phone Numbers

Patrick Loughery's Work Experience

Evanston Capital Management, LLC

Senior Accounting Associate

Evanston Capital Management, LLC

Accounting Associate

October 2017 to January 2020

Evanston, Illinois

EY

FSO Risk Advisory - Senior Consultant

August 2015 to October 2017

Chicago, Illinois

Patrick Loughery's Education

Indiana University - Bloomington

Bachelor's, Finance, International Business, Senior

2011 to 2015

Carmel High School

2007 to 2011

Patrick Loughery's Professional Skills Radar Chart

Based on our findings, Patrick Loughery is ...

Communicator
Challenging
Innovative

What's on Patrick Loughery's mind?

Based on our findings, Patrick Loughery is ...

59% Left Brained
41% Right Brained

Patrick Loughery's Estimated Salary Range

About Patrick Loughery's Current Company

Evanston Capital Management, LLC

Frequently Asked Questions about Patrick Loughery

What company does Patrick Loughery work for?

Patrick Loughery works for Evanston Capital Management, LLC


What is Patrick Loughery's role at Evanston Capital Management, LLC?

Patrick Loughery is Senior Accounting Associate


What is Patrick Loughery's personal email address?

Patrick Loughery's personal email address is pa****[email protected]


What is Patrick Loughery's business email address?

Patrick Loughery's business email addresses are not available


What is Patrick Loughery's Phone Number?

Patrick Loughery's phone (**) *** *** 181


What industry does Patrick Loughery work in?

Patrick Loughery works in the Investment Management industry.


About Patrick Loughery

📖 Summary

Senior Accounting Associate @ Evanston Capital Management, LLC Accounting Associate @ Evanston Capital Management, LLC From October 2017 to January 2020 (2 years 4 months) Evanston, IllinoisFSO Risk Advisory - Senior Consultant @ EY Fortune 500 - Banking, Financial Services and Insurance clients.Financial Services Office Risk Advisory – Rising Senior• Collaborate with internal and external engagement teams to evaluate the design and operating effectiveness of internal controls over financial reporting for core business and IT processes through leading client walkthrough meetings and testing procedures.• Execute Sarbanes-Oxley compliance support (IT financial audit) and SOC 1 reporting to issue findings of materiality on client financial statements.• Oversee work performed and documented by staff on engagements, and work directly with management to meet deadlines and escalate findings throughout the engagement. • Develop internal team budgets for IT financial audits and SOC 1 reporting, and track budget vs actual hours charged for each member of the team.• Passed the CISA in September of 2016. From August 2015 to October 2017 (2 years 3 months) Chicago, IllinoisMerchant Planning Intern @ Macy's • Collaborated with buyers and inventory planners in the housewares department to decide buying methods based on forecasting of demand. Based on these procedures, our team determined supply in stores throughout the US.• Analyzed independently a new product using price point comparison in order to launch the product into the top 100 stores in the country. Completed an innovative, off-price strategy project with a team of six interns that was presented to the executives in the Company. From June 2014 to July 2014 (2 months) Greater New York City AreaSupport Intern @ WPS - Worldwide Payment Systems • Called travel agencies in Europe, South America, and North America to process commissions on behalf of travel agencies. Additionally, processed W-9 forms and banking information from agencies to send payments for reservations from hotels.• Interacted with employees and customers using Spanish in a bilingual workplace. Conducted data scrubbing and updated client records to ensure uniform information within the company database. From February 2014 to April 2014 (3 months) Seville, SpainGlobal Wealth Management Intern @ Merrill Lynch • Researched stocks in a financial advisor’s personal and client portfolios, as well as assisted in discovering potential stocks in which to invest for the financial advisor. This research of stock trends was performed through analysis of stock lists released by Merrill Lynch analysts on a daily basis.• Recruited prospects in the Indianapolis Business Journal for the financial advisor and made weekly recommendations of potential investors and clients. From May 2013 to August 2013 (4 months) Indianapolis, Indiana


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In a nutshell

Patrick Loughery's Personality Type

Extraversion (E), Sensing (S), Thinking (T), Judging (J)

Average Tenure

1 year(s), 0 month(s)

Patrick Loughery's Willingness to Change Jobs

Unlikely

Likely

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