Justin L.

Justin L. is an experienced finance professional currently serving as the Investment Data and Reporting Manager at Sammons Financial Group Companies, where responsibilities include developing a robust asset allocation model and a money forecasting tool utilizing linear regression analysis. Prior experience includes a role as Senior Financial Analyst at Krause Group, where Justin L. created a customizable valuation model and enhanced financial statement forecasting accuracy. As a Bank Examiner II at the Iowa Division of Banking, evaluations of internal controls and recommendations for operational improvements were pivotal. Earlier positions include Accountant III at Greater Iowa Credit Union and Sales Reporting Intern at Athene USA, with foundational experience gained as a Certified Service Associate at MidWestOne Bank. Educational credentials include a Master’s Degree in Accounting from Iowa State University, a Data Science Certificate from Des Moines Area Community College, and a Bachelor’s Degree in Business Administration, also in Accounting, from The University of Iowa.