-Conducted in-person and virtual in-depth financial review sessions with clients and prospective clients, presenting a variety of recommendations and options based on client-tailored analyses-Performed net worth and investment analyses for clients using Morningstar software, evaluating investment allocation, and providing clients with recommendations to help diversify their portfolios and identify better-performing, lower-cost investment opportunities-Developed education savings projections using Excel models, presenting different plans to clients, such as frontloading or gradual increases, to determine the best fit for their needs-Advised clients on real estate investment decisions, including running quotes for different mortgage options, and presenting a recommendation based on each client’s specific case-Prepared post-retirement spending plans for clients by estimating retirement income and expenses and projecting available funds for spending and investing

-Composed a tri-weekly environmental and energy specific update on litigation and rulemaking, which was delivered to firm leadership to provide advisory and guidance to impacted clients-Wrote policy reports on energy and environmental congressional hearings and federal agency meetings, which firm leadership used to track legislative developments and inform strategy-Covered the Biden Administration’s climate summit, reporting on the presentations from world leaders and CEOs of major financial institutions to firm leadership

-Analyzed election data from NY State Board of Elections to identify high-priority campaign areas, and presented results to leaders to help inform community outreach targets -Communicated daily with constituents, placing 10,000 calls in 2-month period, presenting case-by-case data to campaign managers to continuously improve voter engagement