The Lerner Group represents over 150 years of combined wealth management experience and has a profound understanding of the financial and economic landscape. We focus on your individual goals, guiding you towards prudent, long-term investment strategies to preserve and enhance your wealth.We serve a wide range of clients including high net worth individuals, foundations, profit sharing plans, and pension plans. Our team manages portfolios with an academic, disciplined approach, developed by Dr. Lerner over the past 40 years. As portfolio managers, we act as thoughtful stewards of your wealth, capitalizing on opportunities in the market while minimizing risk.

Worked in both a Business Analyst and Project Management & Operations Analyst role. My role was to execute senior leadership's strategic vision for my clients.

Wrote overview paper on US Institutional Distribution business to be incorporated into UBS New Hire ProgramWrote new brochure for Global Investment Solutions by combining all six solution brochures into one easy to read documentAssisted on the compilation of a master spreadsheet which holds all institutional account dataResearched and reported on trends of high net worth and ultra high net worth populations by analyzing the 2008 & 2009 Merrill Lynch and CapGemini World Wealth Reports as well as the Cerulli databaseUploaded and edited client contacts in Microsoft Dynamics Clientpoint softwareCompleted eighteen training modules of the services offered by UBS

Performed market research and constructed a contact database of physician practices in Omaha for a project to move a medical practice to a new outpatient surgery center in NebraskaConducted a project on researching and installing a large photovoltaic solar panel system on a shopping center roof in OmahaWorked with contractors and utility providers to design a system that met company demands and satisfied all state and local regulations Opened business checking and credit card accountsReconciled checking accounts using Quicken softwareWorked with the United States Patent and Trademark Office to renew the Futures Route, Inc. trademarkPerformed analyses on companies to determine worthiness of future possible investment