- Aid in managing a $588,000 equity portfolio for the University of Iowa Tippie College of Business. - Responsible for research in the Industrial Sector and for building financial models using discounted cash flow (DCF), economic profit, relative valuation, and dividend discount analysis. - Present Buy/Sell recommendations to the Fund’s advisory board to determine final selections and portfolio weightings.

-Guided and trained new employees to adapt effective sales tactics leading to An 8% increase in monthly sales following my promotion- Ran computer software to file accounting reports as well as enter data from over 100 daily transactions into Microsoft Excel- Consult face to face and over the phone with a wide variety of customers about their travel options

- Aided dozens of financial advisors in client acquisition, marketing research for business growth, and account management- Analyzed financial reports, income and miscellaneous documents to assist advisors in properly allocating their clients assets- Developed, oversaw and maintained a prospect database of over 5000 clients