• Preparing investor presentations, board material, comp sheets, earnings material, quarterly reference book for internal management, annual ESG presentation, etc.• Coordinating with investor conferences and non-deal road shows• Attending weekly/quarterly/ad hoc internal management meetings and calls• Interacting with executive suite• Distributing helpful research to various corporate groups and business segments internally• Maintaining and responding to inquiries directed towards IR team• Planning and organizing Annual Investor Day

Non-profit organization committed to successful outcomes for all children via caring adult mentors.• Plan/organize new projects and fundraising events as a proactive member of Programming Committee.• Developed new fundraising event in collaboration with Bar K Dog Park that supports the goals of BSBB.• Became Committee Leader for the Program Committee focused on the Holiday Party and Graduation events.

• Collaborate with lead Private Wealth Advisors to support existing clients and to grow book of new business.• Manage onboarding process for new clients including reconciling initial back-office issues.• Resolve client matters associated with day-to-day investment activity and external document flow.• Completed comprehensive training on policies and operating procedures as per FINRA standards.• Planned first client in-person event post-COVID including working with venues/research/invite list.

* Collaborate with senior members of Client Relations group to maintain relationships with portfolio of assigned clients (financial advisors and large direct investment accounts).* Participate in client meetings as member of assigned coverage team led by sales representative.* Coordinate with Operations/Compliance/Portfolio to align client onboarding and account support.

* Supported marketing and research activities as directed by IR staff.* Executed special projects associated with current/prospective institutional investors clients.* Attended Oil and Gas Investing for Institutional Investors Conference at SMU.

* Supported marketing and research activities as directed by !R staff.* Executed special projects associated with institutional investor clients. * Invited to attend 2015 Annual Investor Conference hosted by the firm in Dallas, TX.

* Served as voluntary assistant in the private office of the 41st President of the United States.* Performed administrative assignments and special projects as directed by members of senior staff.