• Successfully completed three six-month long rotations across New York Life Investments and their boutiques in the rotational analyst program:o Business Intelligence, MacKay Shields o Global Relationship Management o Advisor Advancement Institute

• Reviewed contacts within high priority clients and prospects in order to refine functional roles and responsibility classifications that can be entered into a CRM• Utilized LinkedIn, CRM data, and other methods to determine repeatable patterns on topics that are important to contacts and the firms they represent• Assisted in grouping clients and contacts into cohorts for the purpose of engaging with client contacts for sales and marketing opportunities• Presented ideas for topics… Show more • Reviewed contacts within high priority clients and prospects in order to refine functional roles and responsibility classifications that can be entered into a CRM• Utilized LinkedIn, CRM data, and other methods to determine repeatable patterns on topics that are important to contacts and the firms they represent• Assisted in grouping clients and contacts into cohorts for the purpose of engaging with client contacts for sales and marketing opportunities• Presented ideas for topics and content that could engage the contacts with relevant conversation Show less