-Appointed sole responsibility of the voluntary corporate action end-to-end process in 2017-Retrieve, interpret and monitor all corporate action events that are announced in the marketplace-Assist portfolio managers and communicate directly with traders and custodian banks on a regular basis to ensure that portfolios are kept up to date-Utilize investment and financial market knowledge to better understand and effectively communicate new and complex offer details that impact Global Investment Management accounts -Handle a variety of competing corporate action events varying in size and complexity for both fixed income and equity securities-Reflect event data on our JPMIM accounting system in an accurate and timely fashion so that portfolio managers can effectively manage the assets on behalf of our clients

-Introduction to role as an investment manager and support function to portfolio managers in New York City and Columbus, Ohio-Manage through issues/exceptions with custodians, fund accounting agents, and other third parties to ensure accuracy of client investments-Exposure to teams within GIM, specifically working cross-functionally with mandatory and voluntary corporate actions, class actions, bank loans, cash and private placements

- Assisted senior financial advisors, performed financial reporting and updated client database- Offered a full-time position upon graduating and having passed PA Life and Health licensing exams

- Acquired NJ Real Estate License summer 2013- Performed investment property research and prospecting- Prepared financial analysis for investment listings, including performance of comparable, cost and income approaches to valuation- Marketed investment properties through social media platforms; assisted senior brokers’ marketing