Joshua Menard

- Delivered support and financial advisory assistance to The TriPoint Group at Morgan Stanley, a three-member wealth management team with over $800 million in AUM.

- Analyzed risk within client portfolios through Aladdin by BlackRock. Monitored outlying risk to ensure the clients portfolio met the expectations of their target allocations. Suggested portfolio rebalancing when necessary.

- Provided financial planning and financial goal analysis through MoneyGuidePro. Ran Monte Carlo analysis to ensure that, with given expenses, expectations, and portfolio size, the client would be able to successfully reach their goals.

- Utilized the tools on Salesforce CRM to manage and update client relationships.

- Engaged with clients over the phone. Trusted to connect with and pitch clients Morgan Stanley’s online platform, MSO, and to verify the accuracy of their account and update their information when necessary.

- Effectively managed a mock portfolio with one million dollars, outperforming the S&P 500 index through the combination of diversified investment approaches, risk management, and a focus on growth and short-term securities.

International Income Tax Intern | Summer of 2022

- Collaborated with the International Income Tax team to conduct research and develop a business model aimed at optimizing the utilization of 45Q carbon capture tax credits within the framework of the Build Back Better Plan and the Inflation Reduction Act.

- Developed cost benefit analysis using MS Excel to determine the viability of projects and created informational material using MS PowerPoint for presentation to clients and partners.