Assisted financial Advisors and 401k participants in rolling over retirement assets of over $10,000 into their John Hancock 401k.Trained new hiresWorked on special case campaigns relating to consolidations

Assisted 401k participants in rolling over outside retirement assets into their current 401k at John HancockTrained in retirement investment products and services Participated in recruiting events for John Hancock Studied and worked to obtain series 7, series 63, GA Life and Variable Life Insurance Licenses

Worked with a team of undergraduate students to create a monetary policy aimed at fixing the current instability in the financial market; focused mainly on unemployment, GDP, and inflation.

Prepared financial plans, portfolio performance reports, and various other reports.Updated excel spreadsheets. Contacted clients to update client records.Communicated with brokers to compile data on certain investment ideas.Asssisted financial advisors with daily activites. Put together distribution lists.

School sponsored club where students manage an investment portfolio valued at $1,000,000 Members discuss investment strategies and coordinate the buying and selling of different investments

Learned operations of company from accounting and finance standpoint.Participated in conference calls.Interacted with clients every day through door to door marketing and practiced sales and marketing strategies.

• Assisted senior advisors in their day to day activities • Responsible for filing, listening and reporting on conference calls and analyst newsletters• Assisted in client service activities such as account transfers and communication with clients • Attended client meetings and conferences with senior advisors

• Used Bloomberg terminal to provide research reports and analysis to hedge fund managers• Conducted separate analysis by reading analyst newsletters and attending conference calls/meetings with managers