• Established and maintained effective relationships and provided service that built client satisfaction and confidence • Researched and disseminated core investment strategies as a member of the Investment Committee• Developed and presented financial recommendations including asset allocations and retirement projections• Participated in client meetings and maintained detailed notes for effective follow through• Recommended and implemented transition plans to realign recently transferred assets in accordance with clients' risk tolerance and financial objectives• Coordinated with tax planning team to execute strategies to minimize the long-term effective tax rate for clients

• Worked closely with members of the Client Care Team to apply financial plans aligned with clients' goals• Led client on-boarding process and performed ongoing account maintenance• Executed trades within client accounts including rebalancing, raising cash, and investing new cash• Enhanced tax efficiency of client portfolios by carrying out strategies including tax gain/loss harvesting and Roth conversions

• Managed and evaluated the Revolving Loan Fund performance in terms of financial sustainability and social impact• Developed and managed the prospective loan client pipeline from preliminary review to loan closing• Prepared credit analysis summarized the loan request including cashflow and collateral analysis• Worked with stakeholders to continually build sources of loan capital and improve internal procedures

• Facilitate weekly workshops• Recruit mission appropriate entrepreneurs and create formal mentor/mentee teams while providing support and training to establish valuable relationships based on common career goals, personalities and other factors• Create metrics for measuring success of mentorship program• Assist entrepreneurs with navigating regulatory processes and resources that aid in entrepreneur success

• Acted as a business leader for flagship financial products by supporting incoming calls and emails within the call center, responsible for supporting the client experience and driving the products that assist our clients with their Wealth Management service program• Subject Matter Expert (SME) for Monitoring and Escalation Department on a rotational basis• Coordinated, managed and escalated reported issues across internal and external stakeholders• Evaluated and monitored product and network connectivity performance, escalating proactively and following the ITIL Incident Management process• Updated and supported the business model for each supported productivity tool and product – including root cause analysis of the products as well as partnering with client growth strategies

• Facilitate positive customer experience, including serving as a liaison between customers and insurance companies to ensure customer satisfaction• Prepare vehicle repair orders and manage projects through completion• Coordinate daily production plan including the movement of vehicles through departments• Responsible for certifying quality control to the highest standards• Overhauled repair order process and implemented a computer-based estimation program

• Report on current condition of 15 to 20 public companies across multiple portfolios from insider trading and short interest to industry, political, and economic developments• Research and forecast earnings by developing dynamic financial models using public trading comparables, discounted cash flow, and discounted future earnings approaches• Support the due diligence process by interviewing company management teams, analyzing financial filings, trade publications, sell-side research, and other sources• Present research and recommendations to the Investment Policy Committee• Calculate and deliver various portfolio performance measures and attribution reports• Administer and service client investment portfolios as a member of the trading and operations team

• Performed security analysis on Bloomberg and BondDesk to support salespeople• Assisted in managing and analyzing managed accounts• Strengthened communication skills while working the phones and talking with clients• Completed research requests dealing with municipal bond laws and various other topics• Reviewed deal files on the underwriting syndicate desk involving new municipal security issues

• Assisted in the preparation of 2a7 reports for money market funds and counterparty approval reports for the general account• Participated in quarterly earnings calls with senior analysts• Prepared semiannual commodity forecast reports• Provided support to the broader team through daily management of ad hoc reports

• Assisted during regulatory examinations by preparing research and draft responses to regulatory inquires• Collaborated with other areas of the firm to ensure data integrity and quality assurance on projects including identifying gaps and coding employee accounts• Prepared analysis for fixed income and public finance onsite department review examinations