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- Complete trades tailored to accommodate flexibility within individual/sleeves of accounts.- Model and execute complex trades across several trading platforms. Utilizing powerful rebalancing software and Microsoft Excel. - Collaborate with Research Analysts, Portfolio Managers and fellow Traders to determine potential tactics that improved stock selection, to achieve best execution.- Perform buy-side equity and bond trading for the firm's various strategies with assets totaling over $1.8B. - Monitor portfolios for elevated cash positions, sector weights, equity/fixed exposure and tax loss harvesting opportunities.

- Performed comprehensive reviews of client’s estates to identify potential estate tax risks. Mitigated risk through implementation life insurance. -Managed several premium finance cases. Cooperated with lending institutions to secure collateral. Assisted in the creation of in depth illustrations to show projected out of pocket costs to client. -Developed an internship program, in which I hired and managed two part-time interns. -Established a case management system that expedited processes, reduced costs and increased accuracy.

- Conducted office management activities, increased efficiency and aided in client relations.- Coordinated all licensing and appointments within the firm. - Organized all case documentation. Improved previously instituted record keeping methods.- Greatly expanded marketing efforts. Managed social media, distribution lists and marketing content. Operated within a strict quarterly budget dedicated to my marketing efforts.