• Generated leads and wrote original articles for CIO Magazine, an affiliate of ISS Media, a prominent financial media company.• Conducted extensive multi-media research both online and through more traditional means, such as calling research centers and potential sources and visiting libraries and other repositories of physical documents. • Arranged and conducted multiple interviews, both through email and over zoom, which included securing the time and attention of such high profile figures as the State Treasurer of Delaware and the Executive Director of CRI at Georgetown University.

• Worked the floor as a salesman and brand ambassador.• Oversaw inventory and online record upkeep.

• Assisted the director in maintaining the administrative structure of a small client-centered business. • Conducted new client intake interviews

• Created contemporary and engaging market commentary articles, highlighting investment opportunities for current and potential clients.

• Curated and updated the firm’s social media accounts.

• Under the supervision of the COO conducted multiple research projects. This included examining the company’s database to determine our clients geographic and asset dispersion to better identify future marketing opportunities, as well as the role of financial advisors managing their portfolios.