-Shadowed a Financial Advisor throughout their daily tasks such as meeting with prospective clients, filling out cash request forms (CRFs) for current clients, and completing portfolio reviews with current clients to assess their updated financial positions.-Worked directly with the partners on operations and financial planning for current clients.-Assisted the partners in merger and acquisition conversations.-Performed mutual fund analysis to suggest better-performing alternatives.-Performed portfolio allocation analysis in order to suggest a recommended portfolio allocation to a client.

- Gained experience in residential and commercial property sales. - Member of the Greater Syracuse Association of Realtors (GSAR)- Member of Central New York Information Systems (CNYIS)- Obtained Century 21 “Excelerate” Certification