• Ensure consistent day-to-day office operations by serving as a primary point of contact with clients, vendors, and broker dealers.• Assist in preparation and distribution of client facing documentation necessary to establish, maintain, and/or make changes to existing accounts.• Responsible for maintaining thorough procedural knowledge of individual investments for the purpose of recounting specific sales cycles and disclosing to compliance through a written basis of recommendation.• Create and maintain spreadsheets to summarize data for clients and colleagues. • Calculate required minimum distributions for qualified clients and monitor the transfer of assets. • Gather marketing collateral for the purpose of educating clients on market trends and activity.• Organize informative marketing events with current and prospective investors

• Worked directly with the Florence division to develop ways to best target the European market. • Created a new social media campaign to raise awareness of the organization’s goals.• Executed professional presentations individually and as a team on the marketing campaign.