Nashville, Tennessee, United States
I want to add value to a firm while strengthening my understanding of the global financial markets. By surrounding myself with intelligent, personable professionals, I will be able to hold myself to a higher standard and build a career that will better everything I do.
I support the sales efforts for Vanguard's Financial Advisor Services. Leveraging internal research and portfolio analysis tools, I act as a point of contact for my book of business which includes financial advisors in the mid-atlantic region. The autonomous nature of my role provides me with the flexibility to engineer and implement my own outreach strategies. By making advisors aware of Vanguards resources my goals are to strengthen our relationships and drive sales, in that order.
Worked closely with attorneys to assist with estate settlement and planning, fielded client calls, executed any and all administrative projects and duties bestowed by firm founder.
Founded and managed local firm; recruited 4 employees for home improvement firm; powerwashing, painting, family relocation, mass junk removal, carpet, etc; marketing strategies, estimates, logistical support and customer satisfaction; We had over 70 customers and grossed over $15,000 in three summers.
Interacted daily with high yield portfolio managers for Rogge, an investment management firm with AUM exceeding $35 billion. Participated in morning strategy meetings, weekly credit meetings and the second quarter strategy meeting with Rogge's London branch. Attended several road shows for new corporate bond offerings for Solo Cup, Toys R Us, and Limited Brands. Used systems and databases such as Bloomberg and Capital IQ to gather market data and financial information on individual credits. Researched, wrote, and presented a comprehensive report of the department store sector.
Intensive, interactive experience (educational and business) residing and studying in Hong Kong; Interviewed BEC’s experts regarding business expansion strategy into mainland China; researched, analyzed case studies on BEC projects; composed articles for BEC client brochure; edited website for target marketing; interacted with top management and participated in executive seminars focusing on enhancing company’s public profile.