During this internship, I used tax software such as CCH Axcess to perform tax returns, set up accounts in Quickbooks for existing clients, and assisted in reviewing client financial statements to ensure compliance with generally accepted accounting principles.

At Morgan Stanley I spent my time dealing with client engagement, such as setting up personalized automated emails, and centralized client information with Salesforce. I also created portfolio performance reports for client communications with MoneyGuidePro. Using BlackRock Aladdin, I created comprehensive risk analyses to make reports for certain asset allocations for client meetings.