Rates Sales

• Researched both qualitative and quantitative data, utilizing Morningstar data tools, to provide team members with in depth equity analysis• Created a financial plan and presented the plan to the team; Met with the Head Financial Planner for the team where we combed through clients financials to find the most suitable plan for the client• Prepared presentations tailored to specific clients for a performance update meeting, assisted clients with class action lawsuit filings, and supported clients with their online account statements• Represented the Katz Group at high level meetings (including meetings held by hedge funds and private equity firms) at weekly sales meetings and on calls; reported findings back to the team and assisted them with follow up questions• Enrolled in a UBS sponsored Investment Management course taught by the University of Geneva

• Was in charge of 20+ children, helped plan and execute evening activities with colleagues; communication with superiors was an essential skill• Gave tours to prospective campers and their parents; also facilitated information session for these campers

• Worked with Bunk1's marketing, communications, client development, and customer service departments to help balance the relationship of over 500 camps and their counterparts• Responsible for dealing with an average of 50 customers a day, putting together marketing materials, working on product development, and assisting in day-to-day operations of the business