• Organized and held unsupervised meetings with wholesalers to gather investment views• Created professional excel workbooks, briefs, and presentations for client-facing uses• Attended 20+ market analysis presentations and provided detailed notes to my advisors• Leveraged Morningstar to research funds best fit for a client's specific investing strategy• Analyzed municipal bond offerings to select $10.5 million worth of securities for purchase• Identified… Show more • Organized and held unsupervised meetings with wholesalers to gather investment views• Created professional excel workbooks, briefs, and presentations for client-facing uses• Attended 20+ market analysis presentations and provided detailed notes to my advisors• Leveraged Morningstar to research funds best fit for a client's specific investing strategy• Analyzed municipal bond offerings to select $10.5 million worth of securities for purchase• Identified the top SMAs in each investment strategy category to consolidate strategies used Show less

• Engaged with finance professionals on topics relating to the markets and the economy• Communicated clearly with five team members to maximize efficiency and precision of work• Optimized work style to effectively manage multiple tasks and fit a fast-paced environment• Provided excellent customer service by being welcoming, friendly, and professional

• Elected by peers to lead a four-member leadership team for a community of 21 men• Led 25+ meetings to provide personalized direction and accountability to my leadership team• Scheduled and coordinated over 30 events with other fraternities and their leadership teams• Engaged with donors of the college and served on Leadership Council for the college• Navigated a frugal budget of $5,000 to book venues, cater food, and create merchandise