• Gathered and analyzed information on assigned major stock indexes and presented findings to partners of the firm • Created a small, hand-picked portfolio of stocks using technical skills along with data from Bloomberg, then pitched my ideas to the team’s head portfolio manager • Examined all stocks in the Hingham Street Partners’ largest portfolio, closely assessing the riskiness of each individual stock based on the corporation’s current amount of debt• Assisted at multiple… Show more • Gathered and analyzed information on assigned major stock indexes and presented findings to partners of the firm • Created a small, hand-picked portfolio of stocks using technical skills along with data from Bloomberg, then pitched my ideas to the team’s head portfolio manager • Examined all stocks in the Hingham Street Partners’ largest portfolio, closely assessing the riskiness of each individual stock based on the corporation’s current amount of debt• Assisted at multiple company events helping to entertain hundreds of clients, ensuring the events went smoothly Show less

• Gathered, analyzed, and documented information on hundreds of procedures; compiled relevant tools into one central document, easing workflow and increasing productivity; presented findings from research and analysis to Strategic Advisors Executive Team• Completed annual share class reviews necessary for compliance with fiduciary agreements that benefited thousands of customers• Created the 2019 reallocation calendar, laying out the years’ workload in accordance with important dates… Show more • Gathered, analyzed, and documented information on hundreds of procedures; compiled relevant tools into one central document, easing workflow and increasing productivity; presented findings from research and analysis to Strategic Advisors Executive Team• Completed annual share class reviews necessary for compliance with fiduciary agreements that benefited thousands of customers• Created the 2019 reallocation calendar, laying out the years’ workload in accordance with important dates and schedules• Edited curriculum and coordinated website updates for Jumpstarts Financial Literacy Project, as part of a Fidelity Cares initiative • Participated in weekly meetings focused on economic trends, the business cycle, and impacts on different markets Show less