- Working as a team in a retail environment to assist customers by providing exemplary customer service and product knowledge.

- Provided strategic advice to executives- Played a crucial role in leveraging the performance of junior and senior analysts to provide the Fund with excellent equity analysis- Analyzed problematic situations and occurrences with an associate director and provided solutions to ensure Fund growth and survival- Researched securities from target industries and companies to provide investment recommendations- Developed financial models through benchmarking and used models to generate valuations to find equity performance- Recommended the purchase of Moog Inc because of its solid financials and ability to recover from Coronavirus, generating a 25% return for the Fund- Developing a common core system to create a structure for analyst learning- Coordinating crash courses with students and industry professionals - Guiding strategy and allocation for a portfolio with over $300,000 assets under management