Key Responsibilities: * Analyzing and processing of mandatory corporate actions * In charge of leading daily operations of the mutual fund desk * Ensure a timely and accurate allocation of cash and securities * Reviewing, analyzing, and entering client information and transactions * Processing error-free transactions in a timely manner Highly Skilled: * Proficient in Microsoft Office Applications. Super user of Excel including V-lookups and Pivot Tables * Analytical and Data driven mindset * Research experience with Bloomberg, Wolters Kluwer and DTCC

Key Responsibilities: * Following precise direction from supervisors * Cleaning, Painting, and Maintenance * Increased attention to detail on extensive fishing trips

-Ensured first aid was provided properly in emergencies -Utilized problem solving skills often associated with operations, patrons, and staff -Directed guards on day-day activities; encouraged an atmosphere of professionalism and vigilance

Intern Key Responsibilities: * Meet with Financial Advisors to discuss retirement solution products * Following precise directions from supervisors * Managed schedules when traveling