• Develop investment strategy for $50,000 in assets within $800,000 portfolio managed by the graduate students of Georgetown.• Performed capital markets research to identify macroeconomic trends and recommended asset allocation leading to strategic sector underweight decision of 3%.• Assessed portfolio holdings followed by investment recommendation and PowerPoint leading to modified portfolio position approved by 75% of club members.• Manage four member team to prepare quarterly written reports along with PowerPoint to summarize sector performance, present to 50+ club members, and answer questions.

The Graduate Investment Fund is a student managed fund comprised of endowments and alumni contributions. Members participate in evaluating current and potential investments for the fund’s portfolio. Objectives include:• Developing and managing an investment portfolio to outperform a comparable, risk-adjusted benchmark.• Research and pitch stocks to buy/hold/sell for the portfolio. • Educate members and colleagues about global financial markets, portfolio theories, and money management.• Enhancing Georgetown’s profile as a leader in global business education. • Developing leadership and team-building skills within a culturally diverse group. • Preparing regular market review and outlook reports, as well as performance reports for the Board. • Ensuring all risk management procedures are in place.

Educate and teach small business 401k plan sponsors technical aspects of operations, technology, and compliance to keep 401k plans operating smoothly. Enjoy simplifying complex situations into manageable multi-step solutions for 401k plan sponsors.

Built confidence in uncovering the customers purchase constraints, presenting a targeted solution, and overseeing excellent operational services resulting in store performance being a direct representation of personal accountability.

Contract position to assist with increased volume of incoming rollovers after large acquisition.

Passed Series 6 and 63 examinations to sell securities. Also, passed Colorado Life and Health examinations to sell insurance products.