Lead instructor for the Accredited Asset Management Specialist (AAMS), Foundations in Financial Planning (FFPN) and the Chartered Mutual Fund Counselor (CMFC) programs.Subject Matter Expert for the Accredited Wealth Management Advisor (AWMA), Accredited Portfolio Management Advisor (APMA), and the Chartered Retirement Planning Specialist (CRPS) programs. 
 

Founded a unique investing education webinars aimed towards showing college students, young adults, and novice investors how to open a brokerage account and do simple fundamental, technical, and economic analysis for their individual portfolios, and incorporates supplement networking opportunities with alumni working in the financial sector.

Communicating the value of Seeking Alpha’s platform to business students by making presentations at colleges and universities, and work with campus ambassadors to be Seeking Alpha's on-site representative. Additionally, I assisted in the development of platform-level outreach with the collegiate community and manage stock pitch competitions, communicating regularly with various host club competition coordinators.

Developed in-depth equity research reports on publicly traded companies in various sectors and subsectors, including but not limited to: Industrials, Consumer, Materials, Agriculture and Energy. Additionally, featured research reports, charts and stock recommendations via CEO, Charles Payne on various radio shows and Fox Business TV shows: “Making Money with Charles Payne” and “Varney & Co.”

Analyzed and recommended stocks in Consumer Discretionary, Financials, REITs, and currently Industrials/Transports sectors, and presented stock recommendations with analytical analysis to company’s CIO, portfolio managers and senior analysts

Ensured error-free information each day by reconciling trades, cash balances in funds, bank statements, and corporate actions, an co-managed eleven index funds valued at $7 billion by determining the trading of futures contracts and ETFs used to equitize cash.

Provided analytical support to the CIO and Large-Cap Value Portfolio Manger on specific projects and stock ideas.

Constructed a composite of quarterly client market/book ratios for portfolio managers; utilized by marketing for investor materials. Additionally, developed a spreadsheet to calculate monthly Modified Dietz returns, historical returns and provided performance analysis, and researched portfolio stable value spot-yield rates compared with 5-year US Treasury spot-yields for individual clients’ access sites.