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• Assist financial advisory/wealth management team grow client base• Data-mine SEC filings for Section 16 insider equity transactions• Research US small cap mergers and acquisitions• Deliver value-add proposition to prospective clients and generate meetings/conference calls• Data Mine/Researched Bank of America internal records • Put together wealth outlook reports (these reports were forward looking reports generated based off sensitive information obtained from the client by me such as net worth, address, date of birth, income)• Implemented concentrated stock position strategies