Primary duties include being up-to-date on book of business performance, trading and purchase/withdrawal activities, researching and analyzing new and potential investments or investments instruments, keeping up to date on market-drivers and events. Broad investment analysis involves, but is not limited to, reviewing portfolio performance and evaluating standard deviation, Sharpe ratio, PE Ratio, Cash Flow, etc.Investment Advisor role involves responding to client inquiries regarding performance, long/short term expectations, market environment and impact on holdings, suitability on investments, asset class correlations, portfolio construction, asset allocation and asset location.Portfolio Management duties involve developing (custom portfolio,) managing and actively supervising in house portfolios (i.e. equity trading, portfolio evaluation, portfolio construction.) Additionally, role involves acting as liaison to institutional money managers utilized in client portfolios.

Build valuable and meaningful relationships with assigned high net worth client segment. This includes providing enhanced guidance in various wealth management topics, providing innovated solutions to complex short-term and long-term financial challenges, and representing primary point of contact between high net worth clients and greater Vanguard organization.

Assisting high networth clients with daily requests and inquiries on prospective and current investable assets. Partner to assigned relationship managers on ad hoc client elevations.

Client Acquisition. Helped provide financial solutions to individuals and small business owners in the areas of insurance and retirement planning.

Frontline employee. Responsible for providing the highest quality of service and insurance products to prospects and current Allstate customers. Focused sales initiatives to spanish speaking demographic. Licensed in a total of 38 states, averaging a total sales production of $305,000 issued premium a year with less than a 1.5% rejection rating on new business customers. Trusted to keep informed on process variations in different states that continually were adjusted based on market. Clear understanding of internal processes acquired through tenure allowed to assist in special cases for accurate solutions for customers in a deadline driven environment.

Assisted the gathering of crucial information for projects performed by Mecklenburg County and other outside vendors. Information was gather over one on one conversations with Mecklenburg County residents. Data was catalogued and organized for processing by leading researchers or were saved for external vendors for their own private analyzing. Mostly conducted data collection on Latino community in the carolinas.

Primary duties were centered towards the staffing agency owned by company, Signature Staffing. Duties included all main clerical activities; data entry, filing, memos, appointment scheduling, etc. Responsibilities also included prospect screening and interviewing new potential hires. Supported payroll department on employee pay distribution. Act as liaison between clients and spanish speaking employees to better preform their required tasks.