• Participated in the RMR Wealth Builders Investment Committee which is responsible for the establishment and oversight of the RMR Wealth Pillar Portfolio Program; this includes all retail, advisory, and institutional strategies. Used Morningstar Direct to suggest and present the restructuring of our models to the Investment Committee in order to maximize portfolio returns for their given risk level.• Researched new programs to present to the Investment Committee in order to further expose the firm to better portfolio optimization and stress testing software.• Prepared and generated reports that provided analysis in areas including: asset management, performance, asset allocation, suitability, risk tolerance and position concentration.• Familiarized myself with the financial planning process steps, that includes prospecting, establishing relationships, determining risk tolerance and suitability, constructing portfolios and ensuring compliance.• Involved primarily with the “Trading and Reporting” team whose main focus is to help advisors make informed investment decisions to assist them in allocating their client’s account correctly.• Was presented RMR Wealth Builder's "Intern of the Year" award before converting into a full-time role.

• Participated in an online program covering the fundamentals of value investing, financial analysis, financial modeling, credit analysis and equity research • Completed research and hands-on assignments covering financial analysis & accounting, business model analysis, valuation, business breakdown analysis, adjusted EBITDA models, discounted cash flow modeling, M&A/LBO modeling and compiling detailed research reports