Regional Sales Associate

• Oct 2019 - Present

Associate

• Sep 2018 - May 2019

-Worked extensively in Microsoft PowerPoint presenting equity and fixed income strategies -Worked extensively in Microsoft excel using macro enabled spreadsheets -Extensive work in Microsoft Dynamics 360 CRM updating client information and pipeline management. -Ran Portfolio Analysis on advisors current funds against DFA’s hypothetical allocations to compare expense ratios, returns, individual holdings and fund performance -Prospected new clients using custodians advisor search… -Worked extensively in Microsoft PowerPoint presenting equity and fixed income strategies -Worked extensively in Microsoft excel using macro enabled spreadsheets -Extensive work in Microsoft Dynamics 360 CRM updating client information and pipeline management. -Ran Portfolio Analysis on advisors current funds against DFA’s hypothetical allocations to compare expense ratios, returns, individual holdings and fund performance -Prospected new clients using custodians advisor search function for north-central and south-central regions-Prepared travel prep materials for Regional Directors prospecting meetings -Prepared competitive Intel reports for Speaking Forums on competing Smart-Beta Strategies -Supported existing clients through supplying educational materials to improve their Advisory practice. Show more Show less

Supervisor

• Feb 2018 - Aug 2018

-Managed a diverse team of 20 associates-Assisted in managing personnel for some of the worlds top extreme sports events (US Open of surfing, Vans Pool Party, Vans Park Series events, along with other regional competitions) -Interacted with some of action sports top professional athletes on a daily basis-Managed the teams KPI's and reported results to superiors

Marketing Intern

• Aug 2017 - Aug 2017

-Created an investment capabilities brochure which covered all of SSI’s products and an overview of the company -Aided in producing other marketing materials such as logos, signs, and other visuals.-Worked with graphic designers to create professional looking visuals for advertisements and marketing materials

Financial Services Intern-Senior Secured Loan Team

• Jun 2017 - Jul 2017

-Aided in rebuilding Microsoft Excel financial models used to analyze High Yield Bonds and Senior Secured Loans-Attended daily meetings where bond and debt listings were discussed and critiqued-Crosschecked bond ratings with Moody’s and the firm’s in-house databases on both Excel and Everest-Assisted in affiliated asset management, business year-end reviews -Analyzed market summaries for preferred securities and energy infrastructure asset… -Aided in rebuilding Microsoft Excel financial models used to analyze High Yield Bonds and Senior Secured Loans-Attended daily meetings where bond and debt listings were discussed and critiqued-Crosschecked bond ratings with Moody’s and the firm’s in-house databases on both Excel and Everest-Assisted in affiliated asset management, business year-end reviews -Analyzed market summaries for preferred securities and energy infrastructure asset management businesses-Participated in projects with private equity, separate accounts, mutual fund and institutional sales divisions-Participated in internship program work group reviewing multiple Berkshire Hathaway annual reports Show more Show less

Congressional Intern (Congressman Randy Hultgren)

• Jun 2016 - Aug 2016

-Communicated with constituents personally and through email, letters and phone calls -Gave tours of the Capitol Building to constituents on a daily basis -Assisted in writing press releases/response letters to constituents on behalf of Congressman Hultgren especially having to do with the Financial Services Committee of which the Congressman was a member -Attended briefings and lectures in place of the Congressman and staffers in order to gain intel on various topics

Intern-Analyst

• Jun 2015 - Aug 2015

-Conducted holdings and performance review of fund managers - The purpose of the project was to identify companies as potential candidates for investment exposure for Majestic-Presented trade recommendations to Principals based on fund manager and original research-Presented trade ideas for Brembo Brakes, Berry Plastics, and Smith & Wesson