● Assisted wealth advisors to prepare for client meetings to advise individuals, deliberate estate planning, layout philanthropic goals, and confer about investment management objectives.● Routinely generated a series of simulations as a part of preparation for meetings with high net-worth clients. Generated Monte Carlo analysis to display the impact of client’s proposed actions on their investments and goals.● Assisted in preparing an alignment plan with various department leaders to work seamlessly while catering to client needs.● Created portfolio performance reports to present clients using programs such as Morningstar and eMoney.● Championed a Capstone project with the intent of restructuring the company website using six sigma practices to make the client experience more beneficial insofar as meeting advisor goals.

● Collaborated with independent contractors to facilitate backend functions which would improve daily functions and aid with onboarding processes.● Developed familiarity with programs such as Google Data Studio, Google Analytics, Google Suite, Square, and Dubsado. ● Optimized, monitored, and utilized Analytics to help strategize the company’s marketing efforts.● Assisted in building a non-profit sister company and led the web development team in creating the website.