Adam N. Green
Towson
Overview
9
9
years of professional experience
Work History
Alternative Asset Analyst
Brown Advisory
08.2024 - 10.2024
- Manage valuation updates for complex alternative assets, ensuring accuracy, compliance with pricing policies, and timely reporting across internal systems
- Collaborate with investment, operations, and client service teams to onboard new assets, resolve valuation discrepancies, and support high-net-worth client relationships
- Analyze and validate fund statements, escalate pricing issues, and apply market knowledge to assess data integrity and recommend corrective actions
- Oversee investment activity including transfers, subscriptions, and redemptions, while ensuring operational accuracy and mitigating risk
- Contribute to firm-wide initiatives by identifying process improvements, leading projects, and presenting findings to senior leadership
Financial Representative
Fidelity Investments
05.2023 - 12.2023
- Enhanced branch culture while playing a integral role supporting sales growth through client engagement
- Maintained a positive first impression upon client’s arrival
- Assisted clients with account openings, maintenance and inquiries while delivering accurate information in a timely manner
- Processed transactions and deposits for clients
- Provided operational support to ensure daily branch functions and seamless client experience
- Worked closely with Investment and Financial Consultants assisting with client needs
- Identified potential investment opportunities for Investment and Financial Consultants
Associate
Morgan Stanley
01.2022 - 05.2023
- Work closely with PWM (Private Wealth Management) branches and assist with escalations on high-net-worth client accounts
- Conduct account audits and daily account reports
Financial Planning Assistant
Heritage Financial Consultants
11.2019 - 12.2021
- Ellrich Wealth Advisors, LLC: provided financial planning support to Robert H. Ellrich.
- Assist in onboarding new clients. Process investment business from inception to completion. Including analysis for financial plans, fund options for clients as well as quarterly financial reviews.
- Work closely with both investment and insurance teams to deliver comprehensive solutions for clients.
- Key liaison between clients and advisors to ensure clients’ needs are addressed fully and promptly.
- Provide client centered assistance related to service and support.
Associate
Morgan Stanley
07.2016 - 10.2019
- National New Accounts department: guided branches on the process of opening client accounts as well as account maintenance.
- Processed necessary documentation to facilitate domestic and international account activity.
- Identified accounts that have a Registered Investment Advisor and worked closely with Financial Advisors to conduct account audits for accuracy.
- Conducted research and answered questions on domestic accounts requirements and processing.
- Executed onboarding/training of new employees, document preparation, daily communications and general administrative duties as needed.
Intern
RBC Wealth Management
06.2015 - 08.2015
- Collaborated with a Wealth Manager to handle portfolios representative of range of clients from first-time investors to high-net-worth clients.
- Reviewed portfolios and financial information of existing clients to deliver customized recommendations to help them achieve their financial goals.
- Wrote IRA minimum distribution letters.
Education
Bachelor of Arts - Business Administration And Management
Washington College
Chestertown, MD05-2016
Skills
- Portfolio management
- Microsoft Excel proficiency
- Credit analysis
- Cash flow analysis
- Due diligence
- Customer service
- Relationship building
- Data interpretation
- Investment strategies
Timeline
Alternative Asset Analyst
Brown Advisory
08.2024 - 10.2024
Financial Representative
Fidelity Investments
05.2023 - 12.2023
Associate
Morgan Stanley
01.2022 - 05.2023
Financial Planning Assistant
Heritage Financial Consultants
11.2019 - 12.2021
Associate
Morgan Stanley
07.2016 - 10.2019
Intern
RBC Wealth Management
06.2015 - 08.2015
Bachelor of Arts - Business Administration And Management
Washington College
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