AFS Financial Group, a Hub International Company specializes in investment management, financial planning, and retirement plan advisory services. We provide customized, sophisticated investment management and financial planning to successful individuals who truly value personal interactions with their advisor.* We’re also an industry leader in providing retirement plan strategies and services to corporations, non-profit organizations, and small businesses. AFS Financial Group offers the experience and sophistication of a large, institutional firm, with a level of attention and client service only an independent, locally-owned company can provide. AFS Financial Group, LLC 7700 Old Georgetown Road, Suite 630 Bethesda, MD 20814

Cambridge Associates is a privately held independent consulting firm that provides consulting and investment oversight services to more than 900 clients worldwide. They strive to help global institutional investors and private clients meet or exceed their investment objectives by offering proactive, unbiased advice grounded in intensive and independent research.• Collected and organized data from clients' custodians and investment managers• Analyzed security transaction data and calculated fund performance• Compared performance results to market standards and interpreted fund strategy• Prepared and presented analyses of investment performance• Interacted directly with Performance Analysts and other team members to ensure the quality and timeliness of reports• Contributed to special projects

• Undergraduate assistant to Dr. Jon Neri: ECON305: Intermediate Macroeconomics

• Assumed a critical role in designing the firm’s first operational system’s manual• Designed and created charts, graphs, tables, and marketing materials to build company branding. • Mastered the Junxure (CRM) SQL database, and trained other employees on how to use it• Achieved efficiency throughout the office by using Junxure to keep the office organized• Interacted daily with our broker dealer and custodians to validate accurate personal and beneficiary information• Essential in the transition of physical files to an electronic filing system• Aided financial advisors to prepare for consulting engagements

• Managed cash registers, the store safe, the daily deposits, and balanced them at the end of theshift• Provided input to management to set both short and long term goals• Delegated labor up to 7 employees at a time while creating a peaceful working environment• Monitored and ordered supplies• Attended to the difficult needs of customers• Handled hectic and high stress situations efficiently