Project manager for client teams, coordinating team projects for roughly 40 familiesSpecific daily tasks include execution of portfolio rebalance reports, develop and implement investment policy statement, and quarterly tax payment coordination with client's tax professionalCoordinate preparation and follow-up meetings for client teams to discuss and analyze needed action items for each family on a quarterly basisAttend client meetings and document notes and important talking points, generally discuss investment portfolio performance and cash flow analysis within each meeting

Worked on an advisory team collaborating with a senior advisor to deliver holistic wealth management to clientsMonitored portfolio allocations and recommended trades for rebalancing back to investment policy statement targetsCreated portfolio analysis review reports and Monte Carlo simulations for client meetings

Managed a book of roughly 1,200 accounts ranging from individual private bank clients to foundations and charities which totaled roughly $1.4 billion in assetsTraveled to regional offices throughout the Southwest to meet with financial advisors, investment strategists and trust advisors in order to educate them on the bank’s investment platforms and options for specific clientsTook part in prospect meetings with advisors and trust officers in order to determine asset allocation targets for clients and educate them on a broad range of investment and economic related topicsDeveloped a custom portfolio model for nationwide company use that focused on lowering trading costs and rebalancing activity for smaller accounts that were depleting assets

Worked with self-directed brokerage accounts and assisted customers with placing trades on a variety of securities focusing on option writing and obtaining bid wanted offers for clients looking to sell specific bondsAssisted and educated clients on market terminology on a limited basis when asked, and provided quotes on various securities trading throughout the day for clients

Operated as a registered investment advisor within the bank’s trust and investment departmentWorked with bank customers in addressing their investment concerns regarding retirement planning and other various financial planning needsWorked with senior advisors in creating personalized investment portfolios for clients