Lead portfolio manager and created the AMM Dividend Growth Strategy.• A concentrated portfolio of 25-30 equities• The portfolio is built on 3 types of positions: Dividend Stalwarts, New Dividend Payers, Special Situations.Lead portfolio manager for the Fallen Angels Income Fund (FAINX).• 70-85% Equity Allocation Fund• Implemented the change in strategy that improved performance, lowered the turnover ratio, and increased its Sharpe ratio.

• Work with individual clients to develop the appropriate asset allocation.• Help build financial plans using Excel and dedicated financial planning software.• Conducted new business development meetings as part of a team and by myself.• Help build out the company's content marketing strategy.• Oversee the company's digital advertising efforts.

• Helped build out AMM's fundamental equity research process.• Supported the portfolio managers for two mutual funds with original idea generation and fundamental analysis for both equity and fixed-income securities.• Provided trading support for two mutual funds and all individual client accounts.• A part of the AMM investment committee and helped formulate the asset allocation strategies across all portfolios.• Provide research support for the selection of asset classes and investment products to be included in the allocation models.