• Collaborate with the firm’s portfolio managers, overseeing trade execution during client portfolio rebalancing• Aid in the managing and optimization of the firm’s data systems• Provide support to financial advisors and the Director of Client Services by preparing reports and managing client communications• Assist with the onboarding process for new clients, ensuring all necessary documentation is completed accurately and efficiently• Coordinate with custodians, brokers, and other financial institutions to resolve client account issues• Maintain and update client records in the firm’s CRM system (Salesforce)

• Provide leadership team with analysis of various lines of business and their performance to identify and suggest areas of improvement• Work with leadership team on annual financial plan for the region and branches including timeline development, data management, consolidation, and management presentations• Provide branch offices with forecasting tools to prepare monthly forecasts and subsequently analyze progress against forecast through various business performance metrics to help drive performance• Analyze SG&A, overheads, various operating costs, and other cost curtailment projects and support the team with periodic updates on the progress

• Collaborated with trading desk and external custodians to ensure timely settlement of trades• Presented thorough understanding of instruments including international and domestic equities, US and foreign government debt, emerging market debt, corporates and municipals• Performed daily reconciliation of cash and positions between administrator and external custodians and prime brokers• Created and maintained securities for internal static data warehouse• Managed inbound and outbound trade and position files within our OMS• Communicated with Portfolio Managers, Traders and Investor Relations to facilitate proper portfolio management• Built, monitored, and understood pre- and post-trade compliance rules• Prepared and reviewed monthly and quarterly performance reports for clients

• Oversaw the account relationship and investment management for over 1,000 individual and institutional accounts totaling $600,000,000• Prepared and interpreted market research by utilizing financial platforms such as Morningstar Direct, Fi360 Fiduciary Analytics Software, and FactSet to position clients for success by better understanding evolving market conditions• Coordinated with fellow portfolio managers to execute the systematic rebalancing of the bank’s proprietary NBT Select model portfolios to improve long-term results and to better align with clients’ individualized goals• Collaborated directly with NBT Marketing and NBT’s Chief Investment Officer to develop enhanced presentation materials and to increase consistency within NBT Wealth Management Economic Outlook and RFP presentations for institutional and ultra-high net-worth clients and prospects

• Chosen to participate in a highly competitive, 12-month program which prepares leaders to assume roles in branch management, commercial banking, finance, wealth management, and operations upon completion• Engaged in a rotational cycle throughout all divisions of the bank to receive a comprehensive overview of banking• Collaborated with the bank leaders on making meaningful decisions to positively impact the growth, sustainability, and culture of a $10 billion financial institution