Liz Willmonton Email & Phone Number

Denver, CO, US

Relationship Manager for Bernstein’s Ultra High Net-worth group.

Denver, Colorado, United States

Denver, Colorado, United States

North Andover, MA

• Supported the investment team in creating client strategies through analysis of the economy, individual companies and investment products
• Conducted research on and closely followed the Federal Reserve - read & analyzed the minutes of the last ~25 years
• Assisted in creating economic models while tracking current market trends and reporting on disruptors
• Worked with various firms and fund managers with the goal of finding products that bring value to clients
• Traded equities and mutual funds daily through the Schwab Trading Platform and Tamarac Rebalancer in accordance with client needs

Bryant University

During my senior year I served as a Securities Analyst then Portfolio Manager for the technology sector of the $1.2M Bryant Archway Investment Fund. I spent my final semester on the Executive Board as the head of the Macroeconomics Committee and gave guidance on altering sector weightings based on current & future economic conditions.

Newburyport, MA

Spent summer 2016 and 2017 with the company. Worked both in Move Center and Billing DepartmentMove Center:- Communicated with agents and insurance companies via email and phone- Aided in the process of booking moves with Central Carriers- Utilized Microsoft Excel to track and organize agents and insurance informationBilling- Prepared invoices for auditing

While holding the position as a Resident Assistant, I gained new skills daily in communication, planning, budgeting, and team work. Every day I practiced open communication with my residents and fellow RAs, while being able to plan monthly programs that benefited my residents. Through this position I learned to work as a team with both my staff and.

One of my roles at Bryant University was being a student-athlete. Through my experience on my team I learned patience, communication and that passion mixed with hard work will take you far.

Georgetown, MA

In the country club I held two positions. In the restaurant within the club, Holloway's Bar & Grille, I served as a waitress throughout the week and on weekends. During the day I also was the Beverage Cart Driver on the course on occasion.

Rowley, MA

Rowley, MA

Bachelor Of Applied Science, Applied Economics, Minor In Finance, 3.66 - Magna Cum Lade

Activities and Societies: Archway Investment Fund, Kickboxing, Bryant Economics Association (BESA), Bryant Players, and College Fed.

Master Of Arts - Ma, Acting, 3.8

During my Masters program I gained experience filming on camera, in voice acting, as well as screenplay writing.