• Research Wealth, Brokerage and Retirement sectors along with competitors to discover competitive advantages and develop business strategy.• Complete and present detailed reports to management focused on competitors and the wealth, brokerage and retirement market.• Gather recent market and competitor information to write informative update for weekly newsletter sent to over 1,400 Wells Fargo executives.• Research direct competitors for more in depth looks into their strategies and quarterly earnings.• Work with outside consultants to research and gather information for presentations.• Use competitive insights to help WFA Strategy team develop plan for company growth and gain of market share.

• Institutional fund consultants providing thorough investment advice on all aspects of institutional investing.• Compile investment information into monthly performance reviews for clients. • Monitor client’s investments by making trades to balance each client’s portfolios to their selected policy weights.• Forecast market trends to help clients obtain the best returns possible. • Prepare financial analysis in Excel and PowerPoint for reports and presentations.• Research client’s investments and inform them of investment strategies and performance.

• Sold season, party room, all-inclusive and group tickets.• Helped potential customers decide which Cardinal tickets suit their needs the best.• Followed up with customers making sure our product has met and surpassed their expectations.