Hired by the Pacific Northwest complex management team to offer comprehensive financial planning, portfolio management and research support to 200+ Financial Advisers in the Pacific NW region. Responsibilities included: - Prepare and deliver Financial Goals Analysis and Cash Flow plans for clients and prospects.- Create weekly market update notes for distribution to the Pacific Northwest market. Notes highlighted research and charts that could help advisers clearly explain recent market activity to clients and prospects.- Help the CIO America’s team reach adoption targets for proprietary investment analysis and planning tools. Adoption rates rose from the low teens to nearly 30% over less than a year.- Help train and mentor new Wealth Planning Associates

Responsible for all research and investment management operations for a team of ten advisers with close to $2 billion in assets under management. Specific duties included the following: - Built and maintained asset allocation models across multiple portfolio management platforms. - Led all ongoing due diligence on managed assets and alternative investments. - Regularly interacted with clients and prospects to discuss market conditions and review investment performance. - Led the preparation and execution of monthly and quarterly portfolio management meetings. Deliverables for these meetings included: managed assets size and composition reporting, manager reviews with Zephyr analysis, updates on current market positioning and risk management considerations. - Created a custom monthly market update note for distribution to all partners, clients, and senior management in 2016. Continued to produce this for the remainder of my tenure with the team. - Supported the team with on-going marketing and business development efforts by producing investment related marketing materials and pitch books and participating in prospect delivery meetings.

Conducted research and drafted reports on a diverse range of economic and financial topics such as the evolution of the oil industry, and the long-term growth prospects in Africa. Llewellyn specializes in providing top-down global macro analysis for clients in a variety of industries.

Performed a wide-range of business development activities including: building a database of prospective clients, contacting new leads, managing existing relationships, and arranging meetings with existing and prospective clients. Also helped construct marketing materials, and stayed informed of the most current research, and research methods used by Variant’s analysts.

Research assistant for Mr. John Butler, author and fund manager of Amphora Capital.

Conducted independent research and helped represent the Mises Institute at Freedom Fest 2010 in Las Vegas.

As assistant to the Head Economist for the Wyoming Liberty Group I performed historical economic analysis, collected data and drafted reports.

Trained in investigative journalism with Franklin Center for Public and Government Integrity. Wrote articles for online newspaper Cowboy State Free Press during the Wyoming State Legislature's Winter 2010 legislative session. Focused primarily on topics related to the Wyoming economy.

Researched policy issues, collected relevant data, drafted policy reports and memos. Assisted with conferences, marketing and donor relations.

Researched and wrote about monetary and banking reform plans, changes in accounting rules, and practical applications of Austrian ideas by investment fund managers.