Benjamin Hartman Email & Phone Number

Houston, Texas, United States

Houston, Texas, United States

Raleigh-Durham, North Carolina Area

• Prepared morning reports for the model portfolio benchmarks on the Bloomberg and Morningstar terminals• Compiled wealth clients’ accounts onto eMoney and executed necessary updates for financial advisors• Researched mutual funds, aiding the portfolio accounting team’s reallocation project on the model portfolios

Austin, Texas Area

• Interacted with customers on a daily basis and assisted them with their financial needs and transactions• Supported administrative and operational officers through maintaining and organizing key documents and files• Performed daily operational duties including opening branches, vault closing and daily balancing• Assisted the development and training of new tellers throughout the summer

Austin, Texas Area

• Composed briefings on policies and companies that Governor Abbott utilized when meeting with constituents and supporters throughout his campaign• Drafted email responses to comments, questions and concerns regarding Greg Abbott’s campaign and policies• Fulfilled front desk duties of the Abbott Campaign Headquarters by screening calls to the campaign, taking messages from voters and orienting visitors of campaign officials