Summer Intern
Current• Developed the fundamental and advanced strategies required to actively manage client’s portfolio and acted as a fiduciary for the clients, this was done through actively engaged in client sit downs, quarterly updates, and estate planning meetings with clients• Communicated with the firm’s Schwab Alliance team, learning how to send and sign documents, create Schwab accounts, and deal with any roadblocks involved in the client onboarding process and transfer of assets• Collaborated in meetings with fund managers from firms such as PIMCO, and Goldman Sachs, discussing fund holdings, performance, market outlooks, future investment strategy and market-based portfolio balancing• Crafted and presented pitch decks to company executives weekly, covering research of equity and fixed income strategies, market research, fund research, portfolio balancing and routinely inserted my thoughts and recommendations on PE and VC pitch decks
