Vanessa Sacks

• Obtained FINRA Series 7, 66, and SIE licenses within 100 days of employment

• Holistically service clients with regards to financial planning needs by building intimate relationships, getting a comprehensive view of their financial picture, and delivering suitable, tailored recommendations to each client

• Scheduled reviews for senior advisors to potentially acquire $500,000 in new client investments within my first week servicing client

• Collaborate with a 250-person team to service a diverse mix of over 300,000 clientele that make up over 17 billion assets under management

• Conducted research on various notable European Union related topics such as, the Trade and Investment agreement between the US and the EU, Brexit, and Human Rights in the EU culminating in a publication in the European Union Center’s annual paper series (Attached Below) • Collaborated with other research interns to assist the Jean Monnet Chair with research on topics related to the European Union and its member countries

• Performed data-collecting, document development, social media, briefings, and lecture reporting in support of EU Center ventures

• Established a basis of 200 potential clients through building trusting relationships, in order to ensure effective communication about financial needs and long-term goals

• Met with qualified leads to conduct financial needs analysis and developed personal financial plans tailored to their individualized goals

• Gained valuable knowledge and exposure to the wealth management industry products and services while developing business, financial, and analytical skills

• Worked with a 10-person team that serviced a diverse mix of clientele and interfaced with all levels of management within the organization

• Communicated with upwards of 250 members and guests per evening as to dining needs, organizing orders, delivering food, generating checks, and recording payments to member ledgers

• Supervised and trained 10-15 new hires as to club rules, customer satisfaction expectations, and assured compliance with club standards

• Attended employee enrichment seminars and pre-function meetings