• Created excel templates for expert witnesses for use during legal disputes and court cases in order to make graphs and data analytics more understandable for a Judge/Jury.• Held multiple one-on-one meetings with the CEO to discuss ways to improve and better display data analytics; resulting in increased accuracy, increased ease of use and more accessible data analytics.• Developed a curriculum to educate current employees on relevant excel functions and advanced technical uses. End result being creation of excel spreadsheets designed to act as training for employees.

• Performed research into small cap value mutual funds using Informa Financial Intelligence Software resulting in recommendations based on current buying strategy and goals.• Reviewed, analyzed, and updated client accounts with Informa Financial Intelligence Software culminating in creation of personalized client reports for meetings between the FA’s and Clients.• Constructed an interactive spreadsheet for all mutual funds currently held or of interest in order to combine all relevant historical data.• Took part in weekly team meetings for better group communication and creation of plans and timelines.