-Worked in a team based environment with various partners and senior staff serving as the personal CFO for each relationship-Assisted in managing multiple relationships with a focus on high net worth/ultra high net worth individuals-Extensive experience in Microsoft Excel/Word/Outlook/PowerPoint on a cloud based platform -Presented at multiple Michigan universities on business basics and finance -Managed multiple projects with staff - including the development of financial planning case study which was used by a prominent Michigan university as part of the course curriculum-Consulted with clients on investment advising, tax planning, retirement planning, business & succession planning-Underwent a six-month rotational program with a focus on: tax, investment research, insurance, estate & trust planning and institutional financial planning -Prepared tax returns for both personal and corporate client

Worked under two financial advisors. Tasks included:-Preparing quarterly portfolio reviews for clients.-Morningstar reports on mutual funds.-Asset allocation for client portfolios on a MS Excel platform.-Worked in Merrill Lynch’s WMW financial software on a daily basis.-Client Interaction through phone and physical confrontation.-Data Entry.-Various work related tasks to improve efficiency and client relationships.-Independent research on numerous mutual funds (Capital gains work, research and analysis on specific funds).

-Developed reports for clients using Morningstar and Money Guide Pro.-Reconciled cost basis with Charles Schwab.-Data Entry using Salesforce CRM software.-Customized Investment Policy Statements (IPS).-Cloud based computing experience using Excel/Word/Outlook.-Business Development experience related to current client and affinity groups.-Staffed company sponsored client and nonprofit events.