• Implements electronic security trades with precision, ensuring accurate execution and timely settlement, while actively coordinating with multiple brokers and custodians to facilitate seamless transactions across all asset classes.• Resolves trade fails and settlement issues promptly and efficiently, mitigating risks and ensuring smooth transaction processes to maintain operational integrity and client satisfaction.• Provides robust analytic support by extracting, analyzing, and updating data from portfolio management systems, enabling informed decision-making and strategic planning.• Encourages process improvements by identifying inefficiencies, developing solutions, and implementing enhancements to streamline operations and maximize productivity.• Takes a proactive approach in identifying areas for improvement in portfolio management tools, actively participating in the testing of programming changes to ensure smooth deployment and functionality.• Acts as a key contributor on the investment committee, leveraging expertise to evaluate investment strategies, assess risk, and make informed recommendations to optimize portfolio performance.• Collaborates closely with traders, operations, and client service teams to address portfolio management issues, enhance processes, and optimize systems, ensuring seamless workflow and client satisfaction.• Assumes responsibility for managing portfolios comprehensively, including executing trades, maintaining investment action plans, monitoring overdraft issues, and providing ongoing updates and support.• Oversees the integration of investment policy statements for specialized accounts, ensuring alignment with client objectives and regulatory requirements.• Serves as a knowledgeable resource to advisors on all trading related matters, offering guidance, support, and expertise to facilitate informed decision-making and client interactions.

• Established, implemented, and executed further automation of the portfolio management processes.• Sustained investment strategies encompassing multiple variables.• Maintained the portfolio management database to ensure accurate and up-to-date information.• Monitored client portfolios for any deviations from specified strategies, taking proactive measures as necessary.• Conducted trade execution, including buying and selling securities to implement asset allocations for portfolios, based on client's investment mandates, cash needs, firm's strategy, and general rebalancing. • Assessed tax liabilities and adhered to client-directed account restrictions. • Provided transaction recommendations and identified opportunities to enhance portfolios.• Collaborated with advisors in recommending and implementing investment solutions for clients' portfolios, ensuring alignment with their financial goals and risk tolerance.• Created and/or reviewed client portfolio presentations and conducted portfolio risk/return analysis presentations to effectively communicate performance and strategies.• Assisted in comprehensive investment research and analysis to inform decision-makers and ensure optimal portfolio performance.

• Monitors asset allocation and exposure of a 9-figure portfolio.• Developed ongoing investment strategy and asset allocation for equity and fixed income portfolios.• Liaises with external sell side counter-parties including financial advisory firms and investment banks to execute trading strategies. • Sources and analyzes new investment opportunities to pitch to chief management.• Drafts quarterly market announcement and prepares client reports as needed.• Leads weekly investment committee meeting and frequently communicates with others on the investment team.

• Designed and tested algorithms for automated technical trading. • Returned triple digit percentage gains on account during high volatility. • Distinct ability to spot arising opportunities and assertiveness to act on them. • Researched existing and new trading models, analyzed trade data and optimized strategies.

• Collaborated with the museum and potential donors to raise funds and promote the museum during corporate engagement events, expanding individual giving for the donor foundation.• Conducted competitor research to identify best practices in marketing and business leads to identify and target new donors. • Analyzed multi-year giving trends from member and donor households to identify the impact of collateral and fundraising outreach; presented to department chair.

• Constructed company’s primary product, an industrial grade air purification system, from raw materials through completion for testing to ensure all sensors, chips and hardware functioned properly. • Engaged in marketing activities to demonstrate the product for print media and increase regional awareness of the company.