• Main contact for over fifty clients, and handle requests as to reporting and data requirements.• Prepare attribution and other performance documents using FactSet, Microsoft Excel, and other software.• Attend weekly meetings to develop a better understanding of the markets and the clients we serve.• Interact with internal teams to complete complex reporting tasks including requests to raise cash.• Use macros and other excel shortcuts to create efficiencies within the role.• Train new hires on all internal systems and procedures. • Improve attention to detail by checking coworkers reports for errors through our quality check process.

• Participated in sales activities for top office in the nation• Promoted within four weeks due to exceeding performance goals• Asked to lead and train new employees to the company• Given responsibility to oversee candidate evaluation and interview process• Planned, facilitated, and led campaign meetings as to sales techniques

• Named employee of the month due to work ethic, positive attitude, and ability to work well with others• Managed the club’s driving range by maintaining upkeep of the grounds and the cart barn• Interacted with club members to promote and raise funds for annual events• Received open invitation to return to work at club at any time due to outstanding reviews and feedbackfrom supervisor and members