Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm.

Researcher for the Industrials, Materials, and Energy sector team within the 'Forum' Division.Prepared industry-focused and firm-specific research reports within global packaging, manufacturing, oil and gas, aerospace and defense, airlines, national home builders, raw materials, and commodities.

Member of the Healthcare team. Reported on the execution of block trades, including price, quantity, and time of execution for exchange members.

Focus: Supranational Blue Bond Forecasting.Research Consultant through Brandeis International Business School Field Projects.

Focus: Blockchain Research for FDIC National Advisory Committee on Community Banking (CBAC).Research Consultant through Brandeis International Business School Field Projects.

Door-to-door salesman for ReadyRefresh by Nestle water delivery services across Massachusetts and Rhode Island.

Screened, tracked, and assisted in rebalancing underlying assets of exchange-traded funds with Morningstar and Bloomberg, facilitating the production of fund-related analyses, comparisons, and financial reporting.Maintained financial models of funds, ensuring the accuracy of information, including historical and projected risk/returns, asset cash flows, investor contributions/distributions, and fund reporting.

Research Team: modeled DCF valuations for analyst reports on General Electric, Carnival Cruise Lines, and small-cap securities on the LSE Alternative Investment Market.Finance Team: evaluated financial reporting systems, accounting, and collection procedures to provide recommendations for changes to operating systems and budgets.Forex and Model Portfolio Team: constructed models for optimizing entry/exits of foreign currency reserves and fixed income investments in Bloomberg.Institutional Clients Team: organized IPO roadshow event for five firms listed on AIM with SVS as underwriter.

~ Firm formerly known as Progressive Asset Management Boston ~Evaluated and recommended various exchange-traded funds and mutual funds by calculating exposure to ESG factors, future impact on portfolio performance, risk and return.Collaborated with marketing staff to integrate and complement marketing strategies across multiple sales channels to generate reports for current and prospective clients on general economic trends, emerging technology, and political developments that could impact the firm's investments.

Modeled investment proposals for various renewable energy developments across the African continent including what would become one* of the largest utility-scale solar farms within the African continent. *South African REIPPP initiative (Proposal: 5MW, Estimated project size $275MM).Key aspects of project development include project development cost modeling and modeling ROI comparisons of project proposals.Determined the financial viability of alternative energy generation for grid infrastructure systems, based on power source quality, financing costs, potential energy capture, seasonal solar and weather patterns, energy tariffs, and costs to contract developers.Composed memoranda for proposing projects as potential investment opportunities to lenders such as national pension funds and local banks.

May 2018 to June 2018:Reported directly to the Managing Director of Portfolio Management - a Founding Partner and the top advisor at SPGA by AUM.Designed and established new client marketing and onboarding funnel.Responsible for setting up new CRM and social media on Facebook, Twitter, and LinkedIn including marketing and new posts.

May 2017 to June 2017:Assisted a team of Financial Advisors to transition their business from Morgan Stanley Wealth Management to Steward Partners Global Advisors.Contacted clients about the team’s transition and assisted in processing new account paperwork, helping clients with setting up internet access, and helping the advisors track client contacts and new account paperwork.

Counselor:Organized and promoted interest in recreational activities such as arts, sports, camping, and hobbies.Cared for and instructed a cabin of a dozen children aged 6-8 in health and personal habits, such as eating, resting, and toilet habitsSail Instructor:Adapted teaching methods and instructional materials to meet kids' varying needs and interests.Inspected vessels to ensure safe operation of vessels and equipment and conformance to regulations.Administered first aid or cardiopulmonary resuscitation, when necessary, using training and medical supplies and equipment.