* Collaborated with a team of Research Analysts to provide qualitative/quantitative analysis on potential equities to add to the Small Cap Growth sector of a $150,000 student ran portfolio* Supported the Portfolio Manager and Research Analysts in conceptualizing and refining equity research reports, as well as preparing the sector's stock pitch.

* Completed IPO’s 10-week analyst training program covering topics like financial reporting analysis, micro and macro economics, portfolio management, and financial modeling.* Conducted quantitative and qualitative research on international equities through macroeconomic analysis to aid investment decisions for a $150,000 portfolio. * Presented a stock pitch for the Large Cap Value sector in front of a panel of industry professionals and members of the investment portfolio group Skills: Financial Analysis · Research · Qualitative Research

* Conducted face-to-face meetings with clients to assess needs and preferences* Analyzed data to develop personalized marketing plans for clients* Segmented markets based on collected data

* Responsibilities include preparing delivery, online, and will call orders for customer merchandise.* Keep customer order storage clean and organized so other associates can access and find the order when the customer comes to pick it up.* Informed customers on product information* Received multiple Homer Awards given for outstanding performance.