• Collaborate with integrated team members to develop, maintain, and grow wealth management business in Miami, with value of over $1.3 billion, centered around high net worth individuals, small businesses, and foundations• Work with Bankers to establish sales plan and assist with prospecting efforts; facilitate the sales process including the creation of customized qualitative and quantitative financial proposals, pitch books, and investment reviews, with usage of in-house CRM tool• Partner with Investors in the construction and execution of investment strategies for current and prospective clients, through an array of product offerings, resulting in over $70MM in investment wins• Assisted in creating various marketing campaigns, which included researching local areas with high wealth demographics for direct mail efforts to generate face to face meetings with prospects• Screen and interview potential entry level employees; recruit, mentor, and train summer analysts• Participated in J.P. Morgan’s Global Asset Management Analyst Training Program: in-depth education on the industry, firm, finance, accounting, economics, Microsoft Excel and PowerPoint, and exposure to senior management; participated in case studies and various group projects; team leader of volunteer project with Operation Backpack• Assisted Events and Marketing team in coordinating local events with J.P. Morgan Senior Management• Direct contact with clients to answer inquiries regarding various aspects of services provided, including account questions, products, and services

• Exceeded sales goal by $7,512, with $55,699 in sales year to date as of May 2011, including selling over 40 MAC Viva Glam lipsticks and lip glosses, of which 100% of the retail price goes towards the MAC AIDS Fund• Extensive product knowledge and clients’ needs to ensure client satisfaction, which resulted in consistently beating sales goal and customer loyalty, while performing daily makeovers for various occasions

• Cum laude graduate of The Ohio State University Max M. Fisher College of business with concentrations in finance and Marketing.

Intern in the Private Bank at J.P. Morgan

• Managed $4 million DSW men’s core shoes business and 40 women’s classic shoes as a planning analyst; planned season sales for men’s and women’s core shoes, and monitored weekly• Developed store accessory plans for over 20 new stores by reviewing floor plans, establishing accessory focals/fixtures, and inventory plans • Coordinated various projects for store planning, allocation, and merchandising departments, including the creation and updating of several excel spreadsheets and reports