East Side Dental Specialists
May 2008 - Aug 2008
Benefit Consulting Group
- Utilized Morningstar and Bloomberg to research and analyze securities and mutual funds for clients under management.
- Developed an extensive database with Excel to track past performance to determine future positions.
- Created a marketing database to develop and maintain close client interaction and explain current investment opportunities.
May 2006 - Aug 2006
Lab Technical Assistant
East Side Dental Specialist
- Prepared surgical equipment and set-up of operating rooms in a timely manner
- Handled administrative tasks effectively.
Aug 2005 - May 2009
Bachelor of Arts