—Constructed portfolios to help existing clients meet their investment goals and objectives.—Analyzed prospective client's portfolios to uncover asset allocation and concentration issues.—Created customized, risk-appropriate portfolios for prospective clients to drive new business.—Created hundreds of Investment Policy Statements that communicated return objectives, risk tolerance, liquidity needs, tax constraints, time horizon, and unique circumstances in order to deliver an institutional-level client experience to individual investors.—Participated in client meetings to communicate investment outlook and presented individualized cash flow projections.—Re-balanced client accounts to ensure asset allocation and security selection were appropriate.

—Analyzed client portfolios from an asset allocation standpoint to maximize expected return and minimize risk for a diverse client base that uses a variety of investment vehicles including trusts, IMA’s, IRA’s, and foundations—Led client presentations centered around portfolio performance, trading recommendations and market outlook—Created hundreds of Investment Policy Statements that synthesize all aspects of a client relationship including objectives, appetite for and ability to take on risk, and time horizon, as well as our duties and responsibilities to the client—Accurately produced customized performance reports in a timely manner—Executed mutual fund, equity, ETF, and bond trades on a daily basis—Effectively utilized research tools including Bloomberg terminal, Thomson One, Morningstar, and other internal software packages

—Researched complex problems and performed analyses of data in order to present understandable explanations to interested parties—Interacted with external clients and internal groups to ensure the smooth processing of trade requests, prompt responses to client inquiries, and overall client satisfaction —Processed trades for clients including stocks, bonds, mutual funds, and cash wire transactions—Completed international trades for clients including cash deposits, withdrawals, stock and bond trades—Gained an understanding of the life cycle of different types of trades and the different parties that are involved in these processes