• Led a team of five members to service over $4.5 billion in client assets and partnered with financial advisors to execute on business plans to bring in over $350MM in new assets• Created a weekly newsletter summarizing key economic and financial market developments for financial advisors with over $10 billion AUM, providing advisors with key talking points for meetings without involving investment strategists• Developed new procedures to reduce operational errors for risky procedures by 40%, limiting firm reimbursement costs to make clients whole• Coordinated with portfolio management and wealth planning teams to execute complex grantor retained annuity trust and charitable remainder trust planning strategies totaling over $150MM in assets• Formulated models and analyses of single stock assets totaling over $100MM and comprised of RSUs, stock options and compensation, and held stock to determine optimal exercise and sale prices• Presented developing news to other offices on topics ranging including new legislation affecting retirement accounts in SECURE 2.0 passed by Congress• Coached team members' career development, placing individuals into roles with regional and national visibility• Partnered with head of portfolio management to develop firm's tax trading summary for clients and noting portfolio teams' work to minimize taxes for across over 14,000 client accounts• Trained and mentored four new team members on firm procedures, industry knowledge, and to deliver superior client service

• Serviced $3.1 billion in client assets and partnered with clients to achieve financial goals and desired level of service in conjunction with financial advisors• Created customized investment allocations and bespoke financial planning analyses for over 30 new clients to achieve unique financial goals• Conducted portfolio analysis and customized reporting to transition $100MM in client assets into new portfolios while reducing tax consequences

• Analyzed and underwrote over $900 million in loan transactions, including yield and breakeven analysis in Microsoft Excel to quantify potential investment returns and downside protection• Wrote investment memorandums for deals combining for over $900MM and crafted investment theses supported by presented company data and synthesized financial modeling• Conducted research into new market opportunities leading to over $30MM in new investments• Constructed financial models based on historical company data to determine expected portfolio deterioration and coverage against loss to restructure four investments