Collaborated with independent owner of full-service marketing firm on projects related to logo and promotional design, advertising, branding, personal and product marketing, website and social media. Created and implemented promotional campaign that led to client named to Buffalo’s 40 under 40 list.Regularly completed detailed research and effectively communicated results to colleagues and client.

Supported and mentored with Partner, contributing to contributing to client financial planning including: investment management, insurance and estate planning, and fundamental investment research.Conducted equity research and worked on client cases to provide long/short recommendations (including Coca-Cola, Disney and Bank of America).