• Develops and presents customized exhibits considering areas of investments, tax, pension, estate, insurance, and general financial planning.• Manages several bond ladder trading strategies including reallocations, enrollments, and liquidations.• Creates investment recommendations based on life stages and cash needs.• Rebalances portfolios for tactical reallocations as well as cash requirements.• Conducts in-depth research on all types of investments, including equities, bonds, cash equivalents, structured products, and alternative investments.• Engages in block trading to manage efficient market transactions.• Plans and executes tax loss harvesting strategies.• Utilizes Factset, UBS Stars, Morningstar, IS Toolset, MoneyGuide Pro, and Aladdin for trading, research, and internal organizational tasks.• Researches new alternative investments and presents updates to the team for existing investments• Leads marketing, prospecting, and event planning initiatives for the team.• Assists in prospecting new clients and introducing them to our team’s capabilities.

* Serviced over 100 C-level executives and entrepreneurs within the second largestteam in the Merrill Private Wealth Management division, The Westmoreland Group, which exclusively advises multi-generational families with a net-worth exceeding $10 million.* Currently holds the Accredited Wealth Management Advisor (AWMA®) designation* Possesses Series 7 & 66 licenses * Completed the Certified Financial Planner educational requirement & is eligible to take the Certified Financial Planner exam* Facilitated private equity orders, portfolio reallocations, Rule 144 procedures, trading, and other daily business needs. * Utilized Salesforce as a record-keeping tool for client conversations, tasks, and to-do lists* Considered a knowledgable resource for junior colleagues; led trainings for new associates

* Initially served as maternity leave coverage and was therefore mentored by successful teams and advisors. Obtained valuable experience and innovative work management techniques from working with highly talented advisors and vastly different client situations. * Proven record of strong client satisfaction and excellent service skills through surveys, electronic communications, and more. Demonstrated an “Above and Beyond” attitude and was given a Global Recognition Award by Client Relationship Manager Katherine Azzarella and Managing Director John Inhouse. * Managed all client account maintenance, money movements, fee reversals, annual review scheduling & notes, risk tolerance alignment, account transfers, Investment Advisory Program enrollments, and other service-related tasks.

Taught weekly Bollywood dance & yoga classes. Participated in company performances. Contributed choreography skills to dance shows.

* Devised financial statements, investment performance reports, and Monte Carlo simulations for advisors with over $500 million in assets under management.* Received training on valuable tax planning, insurance, and estate planning strategies.* Reviewed stock option, restricted/performance stock, and benefit plans for Fortune 500 companies.