• Provided service to clients by updating client performance reports and participating in review meetings for ultra-high net worth clients, including family offices and non-profit entities• Assisted Private Wealth Advisor with fixed income manager replacement search for prominent non-profit entityo Performed qualitative and quantitative analysis on several fixed income managers• Analyzed mutual fund portfolios to appropriate sector benchmarks, as well as fundamentalanalysis and recommendations on specific securities for clients• Prepared asset allocation spreadsheets using Excel and the Bloomberg Terminal

• Counseling student athletes in a variety of academic subjects, specializing in business

• Developed investment policy statements and balance sheets unique to clients’ risk andinvestment goals for private equity investment firm• Organized and presented asset allocation reports for clients using Private Client Resources• Inputted specific components of K-1 and 1099 tax forms into detailed spreadsheets

-Coached children ages 6-15 in playing tennis during summer