•Forecasts based off markets trends, articles, financial documents, and internal data to create models for clients and executives• Acts as a liaison between advisors, sales teams, and other internal groups to resolve, recommend solutions, and perform fund due diligence• Produce research reports, projections, and recommendation lists concerning closed-end funds• Interpret and communicate data for the development of market reports and strategic recommendations through capital market trends

•Conducted legal research, analysis, preparation of legal documents, compiled case materials, and other memoranda• Operated as a liaison between clients and attorneys, and tracked progress through multiple applications during all stages of the claim• Drafted, reviewed and edited opposing counsel’s requests for documents, statements, and other interrogatories essential to the discoverystages• Preformed legal due diligence by collecting and assessing information of clients, documents, and answering opposing counsel requests

• Collaborated as a resource for advisors, by analyzing trading history, interpreting data, and determining an appropriate action• Processed financial related reports and utilized tools including databases and 3rd party applications• Contracted internal and external customers to resolve trading issues

• Recognized key metrics and constructed market trends in relation to capital markets and closed-end funds• Worked with analyst team by retaining databases for internal lists models, by synthesizing and interpreting market data• Assisted in writing research reports, notes, educational literature, press releases, and other capital market information• Maintained the corporate website page and corporate email account while providing solutions for advisors

•Reviewed client account information to ensure adherence to corporate policies and procedures• Analyzed daily cash and margin accounts; trained new associates on documentation and compliance• Assisted financial advisors and other internal teams as a direct client agent with all internal transfers and essential documents

•Consulted customers on a comprehensive portfolio of financial products, services & personalized options•Grew profitable business by referring potential clients to business partners (Financial Advisor, Mortgage & Merchant Bankers)

•Utilized a needs-based selling approach to provide client financial solutions, and recommended loans and other credit solutions• Retained client relationships; delivered an exceptional banking experience through personal banking, teller, and customer relationships• Built a new client base that offered a comprehensive portfolio of products and services

• Managed & mentored a staff of over 200 lifeguards and supervisors• Supervised daily park operations: ride maintenance, lifeguard staffing, customer revenue and park cleanliness• Tactically and personably resolved all guest related issues and maintained customer retention

• Analyzed financial needs of individuals to make educated decisions in investments such as life insurance, business planning, estate planning, retirement, protection plans, savings plans and employee benefits • Specialized in risk management, asset accumulation and debt reduction• Learned critical concepts and strategies for a career in Financial Advisement

• Supervised the safety of patrons utilizing lifeguard surveillance and rescue response techniques• Coordinated lifeguard teamwork activities according to facility protocols and EAP procedures• Maintained accurate records of community pool safety equipment and water quality testing

• Led recruitment efforts for student membership enrollment and supervised 10 leadership committees within the organization• Coordinated General Member Meetings, All Campus Leadership Conference and Bucky’s Award Ceremony• Organized leadership events: forecasted organizational budget, solicited funding and managed expenses