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• Member of monthly Investment Committee• Managed National Sales Team for U.S. distribution of our global equity strategies• Managed National Account relationships • Managed Key Account relationships • Responsible for attribution and analysis on our global equity strategiesPortfolio Administrator• Served as backup on all day-to-day trading, allocation of trading, and account reconciliation• Managed all billing, fee collection, client reporting, and building client packages• Utilized Bloomberg terminal for multiple processes and projects• Skilled user of Advent’s Moxy and Axys, Bloomberg, trading platforms, Morningstar Direct, Salesforce, and other online databases• Led team in our semi-annual GIPS verification• Member of Best Execution and Trading Compliance Committee and GIPS Committee

*Led a team in creating a database of important contacts by speaking with CFOs, Controllers, and Directors of IT in major fortune 500 companies throughout United States, Canada and United Kingdom*Created database of potential clients by contacting over 275 individuals in over 225 different companies*Gained experience in small business operations, directly managing parts of Marketing and Sales*Analyzed sell approach, identified problems, scripted and created solutions for greater success*Accompanied VP’s of Sales and Marketing on business to software conventions as a representative of the company while managing our company’s booth*Completed documents outlining my duties, responsibilities, and method of completing tasks at Redi2 for future analysts*Great phone conversation ability and research skills

*Responsible for generating, analyzing, and preparing reports and presentations for clients using Morningstar and a retirement planning tool*Constructed portfolios for clients allocating their assets to closely resemble RedStone’s investing philosophy*Organized events, attended seminars, completed various tasks, and managed calendars for three financial advisors