Alternatives (Private Credit, Private Equity)• Developed and executed comprehensive investor communication strategies, fostering transparent and effective dialogues with key stakeholders, resulting in increased investor confidence and trust.• In 2023, successfully led fundraising initiatives, securing over $4M capital through strategic investor engagement, showcasing the firm's value proposition and investment opportunities to institutional investors, family offices, and high-net-worth individuals.• Cultivated and maintained strong relationships with existing investors, ensuring their ongoing satisfaction and loyalty, while also expanding the investor base through targeted outreach and relationship-building efforts.

• Managing investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input.• Working with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.• Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.• Consistently demonstrating in increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.

• Provided investment management support to a $4.5B+ AUM Wealth Advisory team by partnering with portfolio managers to build their book and provide support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparations. • Researched, selected, and monitored third-party investment products including mutual funds, separately managed accounts, Exchanged Traded Funds, and Alternatives to recommend to clients.• Interacted with Ultra-High Net Worth Individuals and families ($25MM+ AUM) to support all aspects of their servicing needs related to the management of their relationship.• Supervised and collaborated with daily business activities with our Summer Intern and incoming Junior Investment Associates.

• Worked closely with portfolio management and client service teams to deliver a consistently high level of proactive client service and partner support.• Understood and supported Portfolio Managers’ monthly workflow, and provide investment-related assistance to other colleagues• Tracked trade activity from entry, through execution to settlement. • Researched and resolved account/operational investment discrepancies• Provided proactive communication to PMs around bond maturities, cash balances.• Obtained written client approval, where required and within the specified time periods detailed in approval letter procedures, for Investment Objective forms, trade communications, no investment-responsibility letters and any other account-related documentation deemed necessary or required.• Coordinated the preparation of all appropriate and required presentation material for existing and prospective clients. • Monitored Portfolio Managers’ desk in their absence, and distribute investment research and portfolio construction information when and where appropriate.

• Analyzed the company’s domestic and international offices’ revenue by collecting, monitoring, and creating financial models for management reviewal• Performed a cost analysis for the company’s departments: Creative, Market Research, Trademarks, and Design• Identified trends in financial performance and provided recommendations for improvement• Collaborated with other members of the accounting team to review financial information and forecasts

• Coded and allocated company’s daily vendor invoices and employee expense reports to general ledger accounts by utilizing Microsoft Dynamics GP accounting system• Audited 100+ employee expense reports to ensure compliance with company policies• Developed new tracking and management excel worksheet for monthly employee travel & expense trends • Reconciled daily journal entries to accounts payable to ensure accurate posting and check payment process• Collaborated with Controller by performing monthly budget variance analysis

• Shadowed brokers to see how they conduct business with clients.• Promoted Scottrade services to clients while inquiring financial information to help generate leads for brokers• Processed and completed wires, IRA distributions, checks, and stock certificates• Opened various brokerage and bank accounts: Individual, Joint, IRAs, LLCs, and Trusts• Completed training courses on compliance and regulations about Financial Industry Regulatory Authority (FINRA), Federal Deposit Insurance Corporation (FDIC), the Securities Exchange Commission (SEC), Anti-Money Laundering (AML) and Customer Identification Program (CIP)

• Provided skills instruction and motivational coaching in individual and group lessons• Instilled confidence and provided encouragement to all students with special attentive support to children.

• Maintained records on media request for tickets• Handled domestic and international requests for tournament information, tickets, and hotel packages• Coordinated interviews, autograph signings, and other player related sessions• Managed the Media Center’s welcome desk

• Created nomenclature for various projects for pharmaceutical/consumer clients• Organized market research surveys and processed the payments to survey respondents• Completed miscellaneous tasks as required for the CEO/Chairman