Boston, Massachusetts, United States
Work in teams to develop stock pitches and present investment ideas to the club in an effort to practice and develop business valuation skills, and add to the clubs portfolio. We meet weekly to discuss recent financial news and to stay up to date with the market.
I work at the front desk of the athletic center at Colby College. I ensure all operations run smoothly and handle customer service.
Created and presented full-scale client performance analyzing ions and investment recommendations. Researched and developed an impact investment database for private sector investors, while creating and managing an internal tracking system for investment progress of private investment clients. Researched and restructured the company-wide internal rhythm of business process. Gained experience in investment management, tax planning, estate planning, client service operations, and business development. Developed financial literacy and workplace efficiency, constantly managing multiple projects while actively networking and learning about firm processes and importan industry knowledge.