Intern
- Maintained positive working relationships with staff, clients, and management.
- Analyzed historical financial statements for trends or insights which impact daily decisions.
- Developed Excel spreadsheets to track trends in Fortune 500 companies.
- Utilized various software and tools to view trends and impacts in any given stock.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Attended a First Trust conference, allowing outside the office knowledge on investments and advising.
- Developed financial models to analyze and assess the performance of investments.

