Leadership - Led a diverse team as company expanded. Trained and developed client service team into full-fledged associate advisors with expanded capability and responsibilities. Rebuilt processes and workflows to achieve significant improvements to NIGO and implementation rates. Interviewed technology vendors and collaborated on proprietary software development to introduce new technology solutions to the practice.Portfolio Management - Served on firm’s investment committee, contributed to asset allocation and security selection decisions. Worked directly with lead portfolio manager to design and implement investment strategies. Worked with both quantitative and qualitative strategies, top down and bottom up approaches. Monitored and reported performance, executed trades, and worked on risk control strategies.Financial Planning - Analyzed client portfolios and built proposals for sales staff. Performed comprehensive financial planning, including retirement and income planning, insurance strategies, tax management, and institutional portfolio management. Key driver in sales growth; minimum and average client size doubled during my tenure, and assets gathered per month increased by 70%.