Performed daily due diligence on a securities lending product, and became the main point of contact for many institutions, including Goldman Sachs, Bank of America, Credit Suisse, and Morgan StanleyCommunicated with ~40 brokers at various banks to lend and swap US Treasuries and foreign and domestic equitiesHandled ~$1 billion of fixed income and equity securities daily while tracking our client's risk exposureProcessed requests and trades in a expedient manner to guarantee the brokers we worked with received the securities they requested

Creating a financial platform that aggregates user personal and investment financial data in collaboration with the head of development Formed financial budgeting and cost projections for investors as a means for raising capital Communicate with potential partners such as Robinhood, Stash, the SEC and Quikfo to utilize financial data to provide a better experience to the userbase

Supported an international team of Fixed Income product specialists in the management of over $130 billionConducted market and competitor analyses to identify new market demand and product opportunities Provided pivotal support to investment, product management and marketing teams to position products, provide investment updates and foster sales ideas to support firm’s global sales initiativesCreated and managed the department’s client marketing collateral needs using Microsoft’s PowerPoint and Excel for client meetings and distribution events

Reviewed all client reporting requirements to ensure client expectations were met and exceeded each periodUsed internal databases to access account and portfolio information in order to promptly respond to a broad range of client inquiries Monitored client reporting and made recommendations for improvements to enhance the client experienceCreated template presentations and Excel documents that streamlined the position saving time to work on more important requests

• Managed interactions with over 30 guests nightly by facilitating wine and food service in an upscale dining environment• Engaged in continuing education of food, wine & liquor resulting in increased knowledge of ways to elevate guest experiences• Lead training of new employees about job responsibilities and guest interactions on a nightly basis which laid a framework forimproved job performance

Prepared detailed proformas, projections, spreadsheets for projects involving all real estate asset classes includingincome properties, mixed-use, residential for sale homes, apartments, land and land development and hotelsResearched and investigated the cost components of the various proforma line items during due-diligence andoperations through municipalities, contractors, vendors and consultants to create accurate projections

• Immediately secured real estate license to assist brokers in securing listings for the sale and leasing of significant real estatetransactions• Compiled data sets into comprehensive Excel workbooks used by fellow brokers to acquire new deals and answer due diligencequestions necessary to close and settle the transactions• Created marketing materials used to pursue funding of the firm’s property acquisitions to assist in expanding the company’sinternal portfolio of real estate