Researching buy-side investment professionals through various SEC filings, FINRA registers, international registers, media and phone calls for conference scheduling with sell-side broker dealers. Maintaining active list of institutional investors and broker dealers with up-to-date contact information per research.Writing press releases of significant and recent movements of investment professionals between firms.

Contacted institutional clients of brokers to confirm suitability in regards to executing institutional transactions with said brokers. (2111, QIB, 5131 certificates)Served as a direct contact between the clients and governing trading bodies. Sent certificates to institutional clients and logged them in our internal compliance manager. Managed database and spreadsheet of clients to be contacted on a weekly basis. Mapped correct identifying parameters to matching clients in order to maintain correct contact information for those clients.

Contacted Rutgers University Alumni and served as a direct liaison between the University and its alumni, friends, and family. Enabled alumni to contribute towards the University's many departments and processed gifts directly to the department of their choice. Also trained new hires on a weekly basis and evaluated their potential to contribute to the program