• Meet one on one with plan participants to complete annual account reviews within 401(k), 403(b), IRA plans• Develop suitable asset allocation portfolios for plan participants based on their financial goals and risk tolerance.• Engage with clients to increase deferral rates, analyze and interpret investment performance, determine investor suitability, offer additional investment services, and uncover new opportunities for growth of the business• Utilize financial planning software to create, review, monitor, and adjust clients financial plans to determine retirement readiness• Communicate efficiently with clients daily over emails, texts, and phone calls to ensure asset retention• Conduct individual and group presentations, in person or via video technology, to improve awareness of investment solutions, plan features, and to grow plan assets• Assist District Vice President with targeted education campaigns to increase participation and deferral rates• Travel throughout NY/NYC to meet with plan sponsors and plan participants to increase plan enrollments participants to educate employees regarding 401k, 403b, and 457b plan participation.

• Innovated pricing models to represent cost savings and technological efficiency to drive business success of a start-up in the smart building market• Conducted intensive research to identify key pricing points while evaluating pricing models of competitors• Researched disadvantages in existing models to eliminate in the new model presented• Participated in weekly meetings with advisors and client to update current processes• Delivered final pricing model presentation with a group of 4 to the CEO and other members of the program

• Coordinated client allocation bookings for all trades into the FIDESSA system• Wrote daily financial reports for investors• Set up new accounts into company systems, gaining knowledge of RIMS, PERSSAIN, and MIS• Communicated daily with clients through email to ensure highest satisfaction

• Managed reservation system of equipment on daily basis; enhanced customer service skills

• Produced UNH Athletic events to be streamed live on ESPN3 and filmed football, hockey, soccer, and basketball games as a cameraman• Oversaw airing of commercials with Verizon from inside control room• Set up and broke down all equipment necessary for producing a live sporting event