-Developed and executed a strategy to establish a unique boat-based food service business-Prepared business plan and secured $6k start-up funding in mixed debt and equity capital-Managed the company budget, financial forecasting, accounting, and marketing-Established LLP; purchased boat and equipment; retro fitted boat to required specifications; obtained state operating license; purchased and managed inventory; hired and trained employees; provided ongoing operational oversight-Featured on NH local television WMUR the Chronicle in 2012-Sold business for 125% ROI

-Researched and analyzed individual securities, mutual funds, and ETFs for inclusion in client portfolios-Developed excel spreadsheet tracking, analysis, and modeling for portfolios and individual funds-Prepared fund information, research and presentations for senior portfolio manager meetings-Interacted with fund managers and wholesalers to monitor individual fund performance within portfolios