Design engineer for a variety of projects including existing structure renovations to new structural design.

•Prepare mutual fund analysis and rankings using resources from both Morningstar and Thompson Financial. Evaluations include monitoring Lipper rankings, risk/return evaluations based on alpha, beta and Sharp ratios, fund composition in component asset categories and portfolio manager track record.•Develop client service reports; including portfolio performance reports, asset allocation and rebalance recommendations for a business managing $15,000,000.•Organize and manage marketing and business development projects which include quarterly Retirement and Estate Planning Dinner seminars.