I buy and sell properties in Charlotte.

Daily assignments consisted of preparing client's tax profiles and working with senior management to better understand tax law and utilize that understanding in tax preparation.

Gained exposure to investment banking through supporting senior staff by building financial models, updating pitch books and writing offering documents for clients.Further insight included conducting introductory meetings with private equity groups and contributing to the firm’s full-time recruitment process through conducting interviews.

Weekly experience included meeting with clients to discuss their financial needs and wealth maximization strategies based on their goals, researching investment strategies that correlated with clients' needs and objectives, and evaluating mutual funds, oil and gas investments, and alternative investments.