-Assisted three project managers/principals that run multiple design departments-Fielded client and contractor phone calls/inquiries-Scheduled and set up conference rooms for client meetings

-Supported three active financial advisors who cater to high net worth individuals.-Interacted with clients, senior management and personnel of numerous internal departments-Assisted in organizing and networking company events.-Worked alongside senior staff to open accounts, run client reports, updating clientinformation, and answer client inquiries.

-Assisted with seminars preparations including sorting databases, creating mailers,handled guest confirmations, and presentation materials assembling.-Worked with advisors to improve strategic alliance information

-Researched analysis of stock and mutual funds for brokers.-Tracked and reported stocks for financial consultant.