• Created and maintain Access databases to support Global Investment Performance Standards (GIPS) reporting.• Respond to marketing requests to update RFPs; leveraging FactSet, Bloomberg and RockIt Systems.• Support and develop daily batch reports to assist in trade order management.• Working with Business Analysts and Developers on creating better processes in RockIT.• Integrate various investment platforms to enhance quantitative reporting.• Support and develop daily batch reports to assist in trade order management.

•Increased gross sales over 50% and acquired 80 new clients in the North Eastern territory in 2012•Increased gross sales over 100% and acquired 10 new clients in the Colorado territory in 2012•Covered the Wirehouses, RIAs, Independent & Regional Broker/Dealers across the North East (Internal) & Colorado (Hybrid)

•Built and maintained the firm's 1st CRM database•Provided sales reporting to management and wholesalers to identify business opportunities

•Developed tool that automated allocations, commissions and account numbers in concert with Head of Trading•Automated file transfers and interfaces between accounting software and custodian banks resulting in greater data integrity and reduced settlement risk•Managed the account reconciliation process and investigated any issues raised by the reconciliation team•Monitored corporate action and proxy activity and liaised with PMs and compliance to make appropriate elections