•Completed material to obtain Life, Annuities & Health Insurance license (Virginia)•Contact potential leads on a daily basis•Organize schedule & meetings daily•Present to clients the products offered by AO •Created documentation for term conversion process to better assist team’s understanding •Assisted in training new hires

Domestic Stock Loan Operations• Compare and resolve contract discrepancies in order to satisfy client inquires• Independently review external/internal requests to resolve inquiry• Support New York trade desk via day to day tasks• Accepted increased scope of work in order to improve team dynamics• Collaborate with multiple teams day to day to ensure processes are completed efficiently and effectivelyPrime Brokerage Stock Lending• Examine daily reports to diagnose and resolve system breaks• Allocate shares to satisfy desk needs for external clients• Teach incoming hires on daily processes• Collaborate with others to improve the efficiency of workflow• Demonstrate ability to adapt to evolving team structure• Provide metrics to senior management• Coordinate business continuity planning sessions among teams to ensure priority items are understood if needed in the future due to catastrophic events

Retail Account Management Intern• Calculate Required Minimum Distribution for clients to satisfy annual withdrawal amount• Independently review transaction requests thoroughly to verify request is acceptable• Research client account/transaction history necessary to complete production• Lead team meetings in order to increase efficiency within the intern group• 4th Quarter Team Ford MVP Award Winner