♣ Analyzed data in order to assist company executives on making important operative decisions♣ Participated in meetings with high level executives by providing relevant input and analysis ♣ Spent three weeks at Bellevue Hospital meeting with heads of departments and studying operations

♣ Worked directly with team of financial advisors to develop financial plans ♣ Prepared materials, reports, and presentations to be utilized in meetings with clients♣ Organized client files and conducted research on potential clients

♣ Assisted and worked closely with experienced investment advisors♣ Collaborated with fellow interns researching and analyzing various investment opportunities♣ Conducted research on companies using tools such as Morningstar Office and Bloomberg♣ Created graphs, charts, and PowerPoints that were utilized by partners and analysts

♣ Acted as pivotal point of contact between management and members by providing customer service♣ Learned how to effectively work with management as well as play an important role within a team♣ Enhanced teaching and developmental skills by being responsible for training new employees