• Research, analyze & monitor investments & proprietary models• Present investment performance results & strategies• Maintain portfolio reporting & rebalancing systems utilized by the firm• Perform attribution analysis, efficient frontier analysis & investment analysis for firm’s proprietary asset allocation models• Provide compliance reporting regarding investment management processes & policies• Curate investment recommendations, allocation strategies & investment policy statements• Collaborate with Investment Management Director to develop firm market views & tactical allocations• Manage investments & portfolios daily through strategic rebalancing and trading• Investment committee member responsible for reporting, analysis & recommendations

• Analyze & interpret large data sets to recommend & execute optimization strategies to generate optimal ROI for clients and firm• Provide advertising campaign strategies & brainstorm new ideas & concepts to wow potential clients & grow business• Construct and consistently hone delivery parameters for advertising campaigns through firm’s proprietary ad serving program• 2013 Sojern Magellan Award Nominee, which is given to the most outstanding & game-changing Sojern employee

• Monitor consumer staple holdings for the small & large cap mutual funds• Analyze & report daily material news, significant company developments, quarterly & yearly earnings• Produce new consumer staple security ideas, presentations and reports for the small & large cap funds• Complete Discounted Cash Flow valuations• Create research reports & security valuations to present during team meetings• Assist Portfolio Analysts with research, regulation requirements, & equity valuations

• Performed daily bank operations, teller transactions, and assisted with account sales. • Analyzed customer statements and transactions to assist customers with banking issues. • Participated in banking certifications and followed industry regulations. • Selected for the role of Overdrawn Accounts Specialist, January 2010, to monitor overdrawn accounts and take appropriate action towards collecting funds. • Selected for the role of Cash Management Specialist, November 2010, to monitor and control bank cash.