• Consult on 10 - 12 institutional clients with investment assets ranging from $100 million - $170 billion• Work to improve overall plan design and structure, research and implement investment strategies, and provide education on investment opportunities• Analyze investment strategies, conducting in-depth qualitative and quantitative analysis, determining manager and strategy fit within client portfolios, ultimately providing clients with actionable investment recommendations to improve overall program design and structure• Conduct fund-of-funds optimization analysis, working to improve the risk-adjusted returns of custom funds

• Selected as one of thirteen CME Fellows at the Margolis Market Information Lab, the Financial Software Lab at the University of Illinois Urbana-Champaign • Specialized in Capital IQ, Rotman Interactive Trader and Morningstar Direct, teaching tutorials for each of the software products to 500+ students at the University of Illinois• As Senior Fellow, lead the Morningstar Direct product team, overseeing the development of the team and creating new Morningstar Direct tutorials • Responsible for curriculum and software development, ensuring the Market Information Lab was constantly improving and that students had access to the best possible resources

• Worked with University of Illinois faculty, the University of Illinois Foundation, and alumni to launch a long-only equity student managed fund at the University of Illinois Urbana-Champaign• Constructed the Fund’s guiding documents, such as the bylaws and investment policy statement• Selected student co-founders and garnered interest within the College of Business, ensuring the Fund successfully launched

• Responsible for overseeing a budget of $80,000 as a member of a 12 person board • Served the residents living in University Housing at the University of Illinois through the fair and ethical distribution of funds in order to enhance the housing experience

• Ensured the College of Business Undergraduate Office ran efficiently through the support of the College of Business faculty and students • Maintained the daily schedules of twenty undergraduate deans, administrators and support staff

• Analyzed fixed income, equity and alternative strategies at investment manager meetings• Worked with optimizing DC retirement plans • Assessed asset allocation and portfolio optimization for DB retirement plans • Helped create quarterly performance evaluation reports and conduct attribution analysis on a variety of investment strategies

• Worked with and became familiar with a variety of products used to put together retirement plans, including insurance products, mutual funds and variable & fixed annuities