Montclair Investment Partners | 299 Park Avenue, New York, NY• Demonstrated success in a high-pressure, high-stakes, and fast-paced environment by supporting an 11-person sales team and managing a $2.5 billion portfolio• Developed relationships and interacted daily with clients, handling a variety of requests including tradingsecurities, managing alternative investments, and overseeing cash management• Prospected new business for financial advisors using PitchBook and LinkedIn• Generated Performance Management Reports and reviewed with clients• Communicated internally with UBS teams—including Compliance, Sales and Trading, Legal, Marketing,Banking, and Third-Party Investment Management—to ensure seamless daily operations

• Prospected new business opportunities and sourced leads to cultivate business for Gerald Group• Generated research on potential clients by analyzing geological and financial reports for the copperconcentrates desk• Analyzed the relationship between copper futures price and external variables using a regression model

• Trained 7 new hires• Worked in a team of 8 to serve 40+ tables per shift in a fast-paced environment