Financial analysis and advisory services relating to the financial opinions, portfolio valuations and the valuation of business enterprises and their underlying securities

• In conjunction with the CEO and Senior Portfolio Manager, developed and presented pitchbooks for institutional investors.• Responsible for developing and presenting a weekly market update for the entire company • Engineered new indexed ETFs through a solid understanding of economic, financial, fundamental and technical aspects of the investing lifecycle, including the development and proofing of backtests. Tickers: (SHPP, TRKF).• Closely followed Capital Markets, Federal Reserve activity, and drivers of performance on a macroeconomic and security-specific level, and communicated these insights. • Published research reports on macro-economic conditions and how they relate to our funds and their underlying holdings.• Through communication with various APs, conducted rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process.

Provided tutoring services to undergraduate finance courses. Courses include:FIN 325 - This course provides an overview of the relationship between business decisions and the value of the firm, as determined by the marketplace. Students will study the composition of capital structure, capital budgeting, and cost of capital theory, including incremental analysis of investment situations.FIN 345 - The course develops the theoretical framework necessary for a systematic approach to portfolio management. Content includes consideration of investment objectives, measurement of risk and returns, alternative uses of invested funds, analysis of securities markets, and the techniques of security analysis. Students will have an opportunity for the creation and management of an investment portfolio.

Researched markets and constructed valuation models for the energy allocation within the $11 million endowment portfolio.

-Used investment screens through Morningstar Direct to analyze both mutual funds and ETFs. After which I would communicate my research to the senior advisor. -Responsible for updating model portfolios to reflect current weights and investments used.-Built client material documents; including an overview of investments used and their purpose in the context of the total portfolio. Along with commentary on contemporary macro economic conditions.-Provided general assistance to the senior advisor

-Provided assistance in the facilitation of fiduciary duties to clients.-Gained experience in both personal planning analysis software and client relations management software.-Responsible for data entry of sensitive client documents.