Finance and Investment Intern

• Sep 2020 - Present

Completed a two-month rotation on the Finance Team and two-month rotation on the Investment Team

Analyst

• Sep 2018 - Present

Financial Reporting

• Jan 2020 - Apr 2020

Provided assistance to the Corporate Accounting, Controllership and Tax Teams

Advisor Support

• May 2019 - Aug 2019

- Designed and integrated personalized wealth overviews for clients using AT360, Salesforce and Morningstar into the client’s online profile, adding value to the company by assisting in achieving the goal of improving online presence and content offered to clients- Conducted research on the emerging supply of active ETF’s products available in the marketplace, identified and outlined funds with strong potential for clients and management in different phases of the investing cycle

Social Media Marketer

• Jan 2019 - Apr 2019

- Marketed Prep 101’s exam preparation sessions for students using Facebook and other social media platforms to increase university student awareness toward the services and information the company’s exam sessions offered- Interacted with university students via social media platforms and answered many questions which lead to an increase attendance rates as many of those I communicated with attended the sessions