Provide guidance to FIrst Foundation Advising Team on selection of funds on the Alternative Assets platform. Perform due diligence on potential new funds.

• Constructed portfolios using assets among various Equity, Fixed Income, and Alternative Assets.• Engaged in business development for new clients for financial advisors based in California and provide ongoing support for other financial advisors nationwide.• Conducted portfolio review meetings for high net worth clients, who include those in the entertainment industry, particularly company executives, as well as current or former athletes.

• Led due diligence meetings with fund managers, both at LourdMurray and externally; was first point of contact for money managers who wish to have LourdMurray invest with them.• Assisted Wealth Managers with analysis of investments which clients hold outside of LourdMurray.

Authored investment and marketing materials for use in raising capital for a fund focused on Global Discretionary Macro and Long/Short Equity strategies. Supported portfolio manager in trade execution.

Constructed sample test questions and answers to accompany CFA exam study materials.

Supported the Fixed Income Portfolio Management team by providing reports and presentations detailing performance of funds both at a portfolio and security detail level.

Spent ten weeks in the split between the Mortgage-Backed and Credit Derivative Research groups.

Xilinx is an S&P 500 technology company specializing in semiconductor devices. Serviced both the sales team and operations managers by providing product forecasts for the Spartan series of products.