• Create comprehensive financial plans and perform analysis for financial advisors.• Build financial plan models and model scenarios in financial planning software.• Record model assumptions and client data requests.• Document internal planning best practices and processes to streamline operations.

• Research equities and write valuation reports and articles.

• Research and review titles for property succession clauses.

• Performed fundamental investment research and analysis on domestic and international, publicly-traded and privately held corporations.

• Placed mutual fund trades and monitored account balances and cash positions.• Created asset allocation proposals for $50k+ portfolios with maximized returns per level of risk.• Enhanced productivity 25% by streamlining the investment system in collaboration with the senior management team.• Trained classes from 10-20 financial representatives in size and developed the investment software training program.• Created periodic performance reports with proprietary investment software.• Coordinated with Investment Specialist in servicing and meeting high net worth clients.• Reviewed and addressed compliance issues with Director of Operations.

• Analyzed industry reports, performed market research, and developed strategies to position product in $6.8B market. • Created a competitive product analysis associated with the $200M market segment for product strategy review with Johnson & Johnson’s research and legal team.

• Analyzed inventory forecasts, created reports for Sr. Buyers and coordinated shipments with international suppliers.