Asset Management: Utilize Morningstar to actively engage in research to complete a quarterly investment committee meeting report, which analyzes the performance of current portfolios and assesses the viability of new holdings to be added to portfolios. Also, monitor investments throughout the semester to ensure they still meet our investment criteria.Financial Communication: Develop actionable social media content to promote the firm’s brand and integrated marketing approach. Leverage digital media metrics to create actionable data for advisor use.Financial Research: Use Morningstar Advisor Workstation, Orion Advisor, and Riskalyze to assist in maintaining asset allocations, model portfolio, and hypothetical portfolios for new and existing clients. .Financial Planning Case Study: Utilize the above skills and softwares to complete a comprehensive financial planning case study with hypothetical clients. The project will demonstrate the complete planning process, starting with a ‘discovery meeting’ with mock clients, leading to the construction of a financial plan and the forming of recommendations, culminating in a presentation of the finished product to the ‘clients’ as well as a panel of executives.Operations & Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes and maintain securities database.

Guide first- year students in the Dolan School of Business as they transition into Fairfield University.

I worked as a waitress over the summer to expand my experience In customer service and build new skills communicating with people I was unfamiliar with.

For three summers I ran my own summer camps for eight weeks each summer. These camps ranged from sports to arts and crafts to hiking. I worked with kids ages three to twelve and worked three hours each day. I created the lesson plan for each week of camp and ran them either alone or with a co counselor.

Worked with children after school in an after school program. This was a part time job that normally had me working from the hours of 2:00pm to 5:00pm daily. I took care of children from preschool through 8th grade.