Private Academic and College Test Prep TutorI provide expert tutoring for students preparing for the following college entrance exams: ACT®, SAT®I provide expert tutoring for students in the following courses and for the following AP® Exams: AP® English Language & Composition, AP® English Literature & Composition, AP® Macroeconomics, AP® Microeconomics

* Finished in the top performance tier 8 months in a row* Grew AUM by a CAGR of 21.8% for 9 months in a row* Grew gross incentive compensation by 21.7% CAGR for 9 months in a row.* Advised and converted corporate stock plan participants with equity compensation plans (RSUs, ESPs, and Options) at top tech firms in to clients as a member of the Menlo Park Complex Stock Plan team.* Developed and cultivated relationships, analyzing clients’ financial goals and building customized investment and financial plans to meet client needs.

Company is a global premier provider of wealth management, securities trading and sales* Assisted a Vice President and Senior Financial Advisor/Portfolio Manager in the development and analysis of portfolio models for high-net-worth clients. * Utilized Morningstar Portfolio Analysis Reports to evaluate the efficiency of a portfolio by analyzing asset allocation mixes, key fundamental and modern portfolio theory statistics, and asset correlation matrices. * Read and analyzed research publications including Merrill Lynch’s Research Investment Committee (RIC) reports, Portfolio Strategy reports, Chief Investment Officer (CIO) reports, US Economic Weekly reports, and technical market analysis reports.

Nation’s largest direct provider of individual life insurance.* Earned $20,000 in commission selling the highest premium life insurance policy among all first year agents in the Encino office by leveraging a customized marketing plan.* Spearheaded a customized marketing campaign to target high net worth clients, increasing sales by 40%* Researched complex insurance related questions, increasing open to close ratio by 15%* Analyzed client’s financial goals, uncovering and solving flaws in financial plans using a needs-based approach

Company is the nation’s largest brokerage firm specializing in real estate investments; Provided comprehensive research assistance to the Vice President of Real Estate Investments* Provided comprehensive research assistance to the Vice President of Real Estate Investments* Researched commercial real-estate listings to uncover potential investments