-Formulate financial plans and strategies for clients (give advice).-Assist clients with implementation of recommended and agreed-upon strategies.-Generate tax pro-formas, reports, and other deliverables for both client-facing and back-office needs.-For new clients, assist with data collection and input into financial planning software.-Organize and analyze financial data received from new and existing clients.-Handle client-related requests and account service inquiries.-Manage investments in 500+ client accounts.

-Direct group drills to practice new techniques for groups of 4-40 trainees.-Supervise youth activities to implement skills in game settings.-Teach dribbling tactics for youth soccer players.

-Creating financial statements, fiscal projections, and business analyses for 3rd – 6th generation Ford Family members. -Processing client trades and accounting for daily trade activity from execution to settlement using the AXYS Black Diamond portfolio accounting software. -Creating and consolidating 250 client SMA accounts including 110,000+ lots for 100+ clients into a global fund for easier management of Ford Family equity positions. -Inputting and managing client case work within the Salesforce CRM database.-Perform due diligence on venture capital firms for potential investment opportunities.-Formulate asset allocations and strategies for client portfolios.-Implement recommended and agreed-upon plans of action.-Employee Engagement Council co-chair tasked with creating office efficiencies and planning volunteer events.

-Audited the Financial Statements of a Fortune 500 Public SEC Filing Bank.-Additional experience related to control testing, walkthrough, and substantive testing on a Mortgage Lending Company, Mutual Fund Company, Life Insurance Company, HR Staffing Company, and several Trust Funds.

-Auditing the Financial Statements of a Fortune 500 Public SEC Filing Bank.-Additional experience related to control testing, walkthrough, and substantive testing on a Mortgage Lending Company, Mutual Fund Company, Life Insurance Company, and several Trust Funds.

-Maintain established payment procedures to suppliers. -Update current policies and procedures in the Athletics Department. -Issue travel expense summaries, reimbursement vouchers, and payment vouchers. -Authorize sales of tickets and complimentary passes for university athletic events.