• Utilized Morgan Stanley’s myGIO platform to compare asset managers’ offerings, provided researchfindings for portfolio solution preparation and asset allocation• Supported senior advisors by preparing client data using Microsoft Excel, created customperformance reports for meetings and presentations, and attended client annual meeting• Interacted with all departments and reinforced knowledge of diverse financial offerings from PrivateEquity and Credit offerings to Real Estate, and other alternative investments

• Immersed in all aspects of self-funded insurance such as cost containment strategy, pharmacy benefitsolutions, stop-loss, as well as actuarial and compliance services• Researched and presented an in-depth analysis of self-funded insurance competitors to CEO andExecutive Team which compared products, strategies, and unique service offerings• Worked alongside CFO and CRO by assisting with research, prospecting for broker partners, andshadowing members of finance and sales teams

• Analyzed surfing skills of clients during both private lessons and larger camp sessions to identifysurfers’ level of ability and maximize time in the water• Developed personal training plans to target weaknesses and improve students’ performance• Worked closely with owner and other senior instructors in decision-making regarding camp andlesson plans to maximize experience for campers and students

• Assisted Executive Chef in expediting all aspects of food service by running food to customers, serving water and bread, and plating food to meet Chef’s presentation expectations• Maintained restaurant cleanliness by clearing and sanitizing tables, washing dishes, and vacuuming before closing to meet established standards• Helped hostess by editing seating charts, greeting guests, and seating guests at their tables