Chair of Finance/Administration CommitteeParticipates in generating, drafting, and passing local ordinancesInstrumental in producing, maintaining, and monitoring Village budget

Provides solutions for inbound phone and email inquiries from Financial Advisors and end clientsIssues consultative support for Financial Advisors regarding their Client Service needsFacilitates time sensitive transactions on behalf of Financial Advisors and end clientsPrimary liaison between internal trade team and advisors for a large custodial relationship

Provides exclusive analysis, research, and support to a Partner & Senior Advisor of Forum Advisors Builds detailed, ground‐up financial plans for current and prospective clients Optimizes client financial efficiency by analyzing current income, assets, liabilities, and insurance coverage Assists through client‐facing procedures including meetings, outreach, and follow‐up

Supports sales initiatives by spearheading Request for Proposal processProvides actionable research on sales targets including large public pension plans and foundationsCreates and prepares critical material for client and sales target presentationsDelivers analytical insight on internally managed fund-of-funds portfolio to Senior ManagementIncreases organizational and departmental productivity through efficient administrative support

Fulfills performance, attribution, and characteristics requests for clients, consultants, and Asset Management TeamProvides quantitative support for monthly and quarterly investor letters Provides statistics, charts, and portfolio data for monthly and quarterly factsheets and investor presentationsProvides research assistance to Equity Research Core

Produces, analyzes, and manages client deliverables processProvides equity research assistance to Portfolio Management TeamProficient in discounted cash flow, valuation, attribution, and performance methods

Created long-term unit plans and daily lessons based on Illinois State Standards for Health EducationTaught courses in Physical Education, Health, Moral Development, and English