PORTFOLIO ACCOUNTANT
akleefisch@lpc.com
(312) 3458765

As a Portfolio Accountant for Lincoln Advisory Group, Alexis helps prepare quarterly consolidated financial statements for a state pension fund, focused on cash management, budgeting, acquisitions and dispositions, and calculation of returns for the portfolio. After graduating from DePaul University with a Bachelor of Science in Accounting and interning at the Chicago Transit Authority in the Treasury Department, Alexis gained a depth of knowledge about the financial services sector by working in public accounting for a top 10 accounting firm. In 2021, Alexis decided to join Lincoln Advisors to work on various client portfolios and all of the opportunities that Lincoln has to offer.