● Partnered with the largest producer in the complex to manage over $500 million in assets

● Recommended investment products and services that are appropriate for individuals based on their goals, assets, time horizon and risk profile

● Actively research outperforming investments based on a quantitative analytical approach through Merrill Lynch and outside research

● Simultaneously balancing customer service, investment analysis, sales activities and administrative work

● Obtained industry licenses (Series 7 General Securities Representative Examination & Series 66 Uniform Combined State Law Examination)