Seasonal Full-Time Position- Created investment presentations in InvestEdge to display current portfolio performance to clients- Constructed and analyzed model portfolios in Morningstar to compare differences in asset allocation between client’s portfolio and benchmark- Produced investment policy statements to confirm client’s investment goals and risk tolerance- Conducted research on mutual funds to summarize investment strategy to portfolio managers- Attended client meetings to discuss investment performance

Seasonal Full-Time Position- Created spreads to analyze various types of financial statements and business tax returns- Tested and validated commercial borrowing base certificates- Conducted monthly, quarterly, semi-annually and annual covenant testing- Performed cash flow analyses

Seasonal Full-Time Position- Authorized financial transactions for customers- Generated revenue through recommending banking products to clients- Conducted research on customer accounts to evaluate signs of risk to the bank- Supported financial advisors in identifying potential customers for new investment opportunities

Seasonal Full-Time Position- Out of 12 sales consultants, finished second highest in overall sales over 90-day period- Honed customer service skills through vehicle negotiation, follow-up calls and emails- Perfect customer satisfaction ratings with Toyota- Negotiated with a wide variety of customers to reach agreement on sale terms- Exceeded monthly objectives to receive additional bonuses- Researched vehicles to fit customers' needs