Titus Atwater

First rotation - Succession & Acquisition Planning

• Successfully completed multiple projects
• Represented Raymond James at TSU career fair
• Utilized Tableau & Excel to collect data
• Applied process improvement skills to encourage innovation

Second rotation - Investment Solutions

• Reviewed and updated the Sustainable Investment Funds Guide
• Attended meetings with Portfolio Managers from other firms
• Utilized Excel skills to identify data
• Wrote a commentary for a Mutual Fund and completed Due Diligence requests
• Presented final project for senior management

Third rotation - PCG Education

• Coordinated CE Guide with compliance
• Collected and analyzed CE reporting
• Completed survey analysis for Regional Conferences
• Facilitated meeting for Ad-Hoc Women's Advisory Board
• Analyzed Advisor Mastery Program tiers for improvement in overall production goals

• During my summer at Eli Lilly, I established a solid network base with several co-workers in the finance field.
  
• I was tasked with a project over the course of the internship and through that I gathered valuable knowledge about cash forecasting.
  
• For the final project, I learned impactful presentation tools that would help me be more successful while presenting in the workplace.
  
• In addition, I was able to participate in a case study, which allowed me to experience how a product is introduced and pushed in the market.

• Gained several beneficial customer service skills.
• Made influential connections with my fellow interns.
• Learned about the main lines of business for claims.
• Made initial contacts with customers.

• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Achieved top performance by strategically adapting to a rapidly changing environment.
• Provided sales and customer service assistance to walk-in traffic.
• Increased sales by fostering relationships with customers.