 Obtained Texas General Lines Life and Health License as well as Series 65. Provided unique insights into portfolio management strategies and market analysis.  Developed education focused marketing for the firm, as well as provided numerous other marketing strategies to grow AUM

 Assisting Private Client Bankers and Advisors in the establishment of new investments, home lending products,securing private equity credit lines, and other traditional banking products Utilizing strong customer service skills to successfully build relationships and uncover future financial needs of newand existing clients Supporting management with successful completion of required regulatory trainings, security and compliance meetings,conduct audits and virtual/digital banking

 Oversaw morning and afternoon shifts to ensure timely and effective completion of day-to-day activities, includingcustomer relationship management and organization of customer accounts and regional campus databases Routinely engaged in the recruitment, interviewing, and training of student workers for various responsibilities, such asdata mining, customer satisfaction, customer management Responsible for managing accounts for over 100 students – inputting new data, retrieving portfolio information,analyzing, and summarizing the data for each student