Private Fund Custody Services

Action Oriented•Researches, analyzes, and resolves production issues utilizing research teams and determines best course of action•Partners with the appropriate departments to work towards problem resolution•Prioritizes incoming work to ensure completion of work within the established department service standardsCommunication•Serves as first point of contact for producers, channel management, brokers/dealers and other firms to answer inquiries and complex questions regarding compensation issues•Proactively provides relationship support to our internal and external business partners through active communication•Educates internal and external customers as neededBusiness Acumen•Keeps current and up –to-date on department procedures, systems, and guidelines•Maintains knowledge of all marketing channels, workflows, products and functions

• Indiana State Senate majority intern for 118th General Assembly. • Work directly with Indiana State Senators throughout the legislative session.• Handle constituent work, legislative research, and analyzing bill content at each step of the legislative process.

• Served as a bartender and waiter during events.• Provided excellent customer service, set up/tear down event sets• Assist with event planning of catered birthdays, weddings, charities and work events ranging from 20 to 500 people in attendance.