As a part of Planify's Investment Team, I analyzed client and prospective portfolios and presented investment recommendations based on my findings. I also helped to manage 6 different investment models which were used internally to vary our clients exposure to different asset classes.

As a Business Analyst, I was responsible for successful business requirements development, project management and implementation of projects critical to the strategic development of Stifel's investment products and services. I prioritized and oversaw the management of multiple projects and maintained a deep knowledge of Stifel's investment products and services.

Associate January 2015-January 2017• Managed complex estate and investment planning for 11 ultra high net worth families• Drafted financial projections and calculations• Analyzed investment performance and researched investment options and recommendations• Developed customized analysis and deliverables to give clients an in depth look at their annual cash flow, liquidity constraints and estate planning progress• Analyzed investment options and determined which were the most advantageous based on strategic assetallocations, tax consequences, asset class blends and overall liquidity needs• Coordinated with administrative team members to execute trades and manage the movement of funds• Prepared the subscription documents and other contracts for various private equity investments andtransactionsIntern May 2014 – August 2014• Reported performance numbers, such as, IRR, multiple and annual return on the firm’s largest private equity portfolio consisting of over 70 different companies and funds• Researched and presented information on life insurance policies evaluating overall IRR vs. liquidity constraints

Management Trainee Program Internship May 2013 – August 2013• Awarded the highest of three scholarships among the 20 management trainee interns forachieving the highest total additional revenue per rental car over the duration of the summer• Won the award for the best presentation to company executives regarding on boarding reform