• Analyze potential companies and their respective markets to deem whether or not each is appropriate for investment• Assist in raising capital by researching potential investors to partake in different investment opportunities• Create capital logs of investments in order to keep track of new rounds of funding

• Worked within a team of 6 financial advisors to conduct market research for existing client portfolios by analyzing stock performances• Explored companies 401(K) plans for specific industries such as Marine and Drug and Rehabilitation Centers in order to target new customers• Assisted with making calls to current and potential clients to schedule review appointments with our team of advisors• Maintained electronic records of prospects and assisted with general office duties as needed as filing, faxing, and answering calls

• Asses the bank’s existing client portfolio by performing annual reviews and testing for covenant compliance • Prepared appraisal reviews and reviewed appraisals to ensure compliance with USPAP and FIRREA• Updated customer financials to help perform the bank’s semiannual stress test• Assisted in preparing loan summary documents for new commercial real estate deals and commercial loans• Organized credit department files and verified all files were in the department’s virtual imaging system

• Updated company inventory daily to keep track of orders in Microsoft Excel as well as a physical check on warehouse inventory• Prepared sales sheets daily in order for customers to place new orders based on warehouse inventory for the day• Researched potential clients throughout Florida and assisted in making phone calls which resulted in a 10% increase in repeat customers