Jed Solomon Email & Phone Number

New York City Metropolitan Area

• Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes• Research and communicate investment strategies and recommendations to clients and Financial Advisor• Analyze complex problems in clients’ accounts and deliver an effective and acceptable resolution• Compile customized investment presentations and performance reports for potential and existing clients• Provide research and analysis support to Financial Advisor and clients on products and services such as private alternative investments, structured products and bond instruments• Attend internal and external meetings to stay current on financial markets, and products and services offered by RBC Wealth Management

Greater New York City Area

• Build and develop professional relationships with clients including answering account and industry questions• Communicate important account activity and information to Financial Advisory team on client’s behalf• Gather and input data into several internal databases. This includes personal client information, account related data and investment information• Manage new client on-boarding. Ensure all appropriate account documentation is generated, signed and recorded in accordance with firm procedure• Administer operational items including cash and securities transfers, issuing client checks, processing wires, processing account transfers from external firms and communicating with firm back office personnel.• Troubleshoot ad hoc issues and report solutions directly to team and/or individual Financial Advisors

Greater New Orleans Area

• Selected to participate in a nationally recognized securities research program• Engaged with top management and visited subject company site to collect and extract data for analysis• Published an investment research report on RPC, Inc. (NYSE: RES). Report published November 10th, 2015 and is available online at http://www.burkenroad.org/reports.php (Ticker RES)• Applied fundamental analysis to develop investment thesis and rating. Valuation methods include discounted cash flow modeling, developed pro-forma financial statements, derived relative multiple metrics and peer comparisons.• Researched micro and macro-economic data from multiple sources for analysis• Worked closely with key stakeholders and proactively engaged with shareholders for sector updates

San Francisco Bay Area

• Researched, analyzed, and updated past donor and borrower databases• Facilitated creation of social media content to engage with mixed audiences • Updated and reached out to past donors to improve the Life Cycle Program• Analyzed the finances and management of similar agencies through City Reports

Washington D.C. Metro Area

• Provided the Congressman with office assistance and constituent mail and phone responses• Worked with key staff to analyze and summarize effects of potential financial services and tax legislation • Administered tours of the Capital to the Congressman’s constituents• Collaborated with fellow interns and employees to complete tasks for the Congressman• Attended to guests visiting the office

• Helped a Korean SNS start up break into the US market• Participated closely with colleagues in Korea to further growth in the U.S. market• Developed an understanding of international business management and Korean corporate culture