Taught classes in business, investments, mutual funds, and marketing

- Managed portfolios and relationships for high net worth clients with a focus on high quality and low cost investment solutions utilizing individual stocks, mutual funds, and ETF's- Developed and implemented a due diligence process for an Open Architecture platform in order for the portfolio management team to have a selection of well researched Mutual Funds and ETF's to select from based on active manager skill or low cost beta and breadth from ETF's- Implemented global asset allocation strategies for clients based on risk tolerance models- Lead the launch of a Robo-Planning tool, eMoney, in order to enhance client relationships and assist clients in performing dynamic financial planning

In June of 2019, the wealth management team at Boston Advisors was purchased by CAPTRUST

Instructing Finance and investment courses for Graduate and Undergraduate students

• Worked directly in responding to client requests including client reviews, RFP’s, investment commentary, and various marketing materials for clients• Produced client ready reports that contained complex calculated data and required strong attention to detail• Maintained and updated extensive investment information for consultant and client ad hoc inquires• Liaised with members of Operations, Marketing, Communications, Compliance, Corporate Finance, IT, and the Investment teams to provide high quality, timely responses to client and prospect requests • Able to calculate relevant competitive analysis calculations such as information ratios and tracking error in excel with ease

•Presented college-level courses in business, marketing, accounting, math, and computer applications•Communicated new ideas in a classroom setting of up to 40 students•Assisted in the development of the business program curriculum•Offered help to the students outside the classrooms as needed

• Managed relationships for over 70 institutional clients in a fast paced deadline driven environment• Participated with other members of a team to provide high quality, timely responses to client and prospect requests in a client facing environment• Fielded day-to-day client requests regarding their account, assisting in questionnaires, RFP’s, funding activity, and contractual issues.• Analyzed financial data for review of performance measurement and reviewed statistical information• Built and maintained relationships with clients of all levels of seniority and sophistication• Performed a variety of functions including preparation of marketing presentations, participated in business sales strategy meetings, inquiries on portfolio structure, and compiling returns

• Responsible for auditing and processing daily and international trades and settlements on behalf of corporations, unions, and municipalities• Worked with Portfolio Managers to provide them with their daily cash• Processed trades for Fixed Income funds, Mutual Funds, and separately managed accounts• Worked directly with institutional clients to assist and resolve issues relating to their accounts• Cross-trained new employees in different roles of the group and maintained detailed records of research and resolved issues

Provided computing solutions for the consumer and business market