Serve on Parallel's Investment CommitteeResponsible for investment research, due diligence and qualitative and quantitative analyses to determine asset allocation and manager selection for Parallel's strategic asset allocation modelsResearch, prepare and provide company-wide weekly compendium of important developments and trends in capital marketsArchitect of Parallel's centralized trading platformOversee the ongoing implementation, reallocation & rebalancing of client accounts to the firm's strategic asset allocation modelsSupervise Trading Team

Serve on Parallel's Investment CommitteeResponsible for investment research, due diligence and qualitative and quantitative analyses to determine asset allocation and manager selection for Parallel's strategic asset allocation modelsResearch, prepare and provide company-wide weekly compendium of important developments and trends in capital marketsArchitect of Parallel's centralized trading platformOversee the ongoing implementation, reallocation & rebalancing of client accounts to the firm's strategic asset allocation models

Assist Parallel's Investment Committee with strategic asset allocation model research and maintenanceWork closely with Chief Investment Officer and Investment Committee on manager sourcing for strategic asset allocation models and alternative investment opportunitiesAssist fund sponsors with getting alternative investment products approved for custody on Fidelity, Schwab and TD Ameritrade's platformsAssist advisors with preparing asset allocation proposals for prospects and existing clientsHelp Chief Investment Officer oversee firm asset classifications across Parallel's performance reporting systems and maintain rebalancing trading tools across the firm's custodiansAssist Chief Investment Officer with quarterly chartpack and quarterly newsletter as neededAd hoc tasks including data mining to track the growth of Parallel's assets under management across a variety of metrics for our internal valuation and various IT projects

Work closely with financial advisors, clients and custodian support teams in core operational areas; account maintenance, performance reporting, new accounts processing, cashiering, and transfer of accountsServe as the firm’s operations liaison between Parallel’s financial advisors, clients and the CAIS platform to manage our subscription pipeline and assist clients with placing hedge fund investments into client custodial accountsAssist advisors in preparation for client reviews by analyzing financial statements for clients’ outside alternative investments and implementing reporting solutions that integrate the performance of those vehicles with the rest of the portfolio to provide them with holistic portfolio performance reportingAd hoc tasks including data mining to track the growth of our firm’s assets under management across a variety of metrics for our internal valuation, year-end tax projection reporting, IT projects, and asset classification researchObtained Series 65 License in December 2015

Managed advertising campaigns by communicating with clients regarding campaign deliverables and assigning ad unit builds to the India client services teamReviewed client assets, completed ad units and ad unit reports

Formulated and applied a methodological approach to accelerate the process of preparing 450+ legal documents for sealing Utilized Case Law database to sort through 1000+ California Supreme Court cases to discover relevant legal opinions in order to write accurate memoranda for family law casesEvaluated and analyzed 5+ cases per week with the end result of identifying the crux of legal arguments for pending rulings on restraining orders to enhance courtroom efficiency

Prioritized and identified issues of concern for customers responding to 250+ billing and game-specific support tickets per day for Playdom gamesStreamlined the process of resolving customers’ problems shortening response time to support tickets by 20%Wrote weekly articles for Playdom Community Blog to generate interest in exciting new features Enhanced gamer dialogue using social media through Facebook fan page posts