Responsible for:-Investment research-Manager due diligence-Servicing clients-Asset allocation analysis-Cash flow studies-Trading

-Provide wholesaler and advisor support by creating competitive analysis, analytical reports, helping research and write Requests for Proposals, among other roles.-Conduct in-house investment research.-Develop and design marketing materials using Morningstar.-Responsible for the portfolio management and operational aspects of due diligence questionnaires.-Oversees trading.-Sits on the Investment Committee.

-Prepare and explain analytical reports using Morningstar, Orion, and Zephyr for clients.-Develop and design marketing materials using Zephyr.-Conduct in-house research on an ad hoc basis using Morningstar and Zephyr.-Provide wholesaler support by creating analytical reports, helping research and write Requests for Proposals, among other roles. -Provide client support by answering portfolio management related questions.-Contribute to operations by running and maintaining periodic reports and being involved in the billing process.-Responsible for the portfolio management and operational aspects of due diligence surveys.-Back up trader.-Sits on the Investment Committee.

-Ran operational reports for in-house support.-Conducted research for due diligence questionnaires.-Assumed responsibility as the full time trader -Utilized Morningstar to perform securities research.

-Helped prepare for the inaugural GeorgiaForward Forum.-Maintained database of conference invitees/attendees.-Researched and identified key Georgia leaders in their respective communities (political, business, environmental, etc...) to invite to the conference.-Communicated with identified people via phone and email about GeorgiaForward and the purpose and goals of the conference.-Set up and oversaw the GeorgiaForward Facebook account.-Edited and created marketing materials and conference PowerPoint presentations.