• Generated and interpreted risk and performance metrics for two small cap equity growth portfolios• Procured and evaluated alternative investment fund data for implementation in absolute return and alternative income manager select portfolio strategies• Analyzed prospective investments by performing due diligence through executive conference calls and equity research

• Developed macroeconomic reports and forecasted future expectations for the asset liability management team overseeing more than $3 billion in assets• Improved budgetary forecasting by creating an Excel model interconnected with the corporate database to increase the efficiency of executive decision-making• Prepared regulatory materials for quarterly call reports filed with the National Credit Union Association

• Constructed a book of business by cultivating a sales environment that enhanced the buying experience, from initial contact to demonstrations and sales• Applied business development tactics, as a member of the shipment processing team, to improve inventory turnover