• Conducted industry and company specific due diligence using Bloomberg and Morgan Stanley databases
• Crafted reports and built models for two stock pitches on United Healthcare and Altria
• Forecasted client behavior based off current economic conditions and strategized how to serve them best
• Regularly updated management’s sales data across 5 firms for over 100 advisers
• Supported 4 corporate philanthropies with Working Wardrobe, Midnight Mission, Operation Gratitude and Shoes That Fit by creating fliers, writing letters, gathering donations, and encouraging involvement