Assisted with opening and closing of accounts. Managed account transfers, both in and out of firm.Analyzed holdings in client accounts to ensure assets outside stated criteria are reviewed and ultimately sold when possible. Met with clients to discuss their account performance, allocation and goalsMaintained and monitored cash in accounts to minimize overdrafts. Analyzed portfolios of prospects, current clients and model portfolios. Worked directly with portfolio managers to make… Show more Assisted with opening and closing of accounts. Managed account transfers, both in and out of firm.Analyzed holdings in client accounts to ensure assets outside stated criteria are reviewed and ultimately sold when possible. Met with clients to discuss their account performance, allocation and goalsMaintained and monitored cash in accounts to minimize overdrafts. Analyzed portfolios of prospects, current clients and model portfolios. Worked directly with portfolio managers to make tactical decisions in relation to strategic portfolios. Maintained historical strategic portfolio allocations and changes. Built bond ladders for prospects and current clients. Show less

Sat in client meetings to learn and see procedure for discussing investments and financial plan with clients. Analyzed securities held in department and transferred the end product to portfolio management team. Generated client and prospect reports for meetings. Answered client calls and passed along necessary information.

Looked at website health through Google Analytics and Google Search Console. I was able to get an overview of Adobe Creative Cloud mostly working with Premiere and Lightroom. In addition to this I managed the online reputation for clients.

Analyzing SONAR data. SONAR is a powerful platform that brings together millions of different freight market data points with a robust analytics tool set. In addition I was in charge of monitoring weekly newsletters and help with the billing department in my free time.