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• Partner with the Rockies Market Manager and leadership team to develop and execute team priorities, analyze and forecast market trends, and support the broader Rockies team• Prepare weekly market reports to track business impact including flow reports, advisor dashboard, client calls, and pipeline• Prepare market scorecard analyses to regularly evaluate business progress• Develop and execute deepening campaigns across the team to increase market revenue• Support leadership by preparing for all team meetings / events and coordinating follow-up communications / action items• Organize the market’s lead distribution process by assigning leads from New Client Development and cross-LOB teams while tracking market progress• Serve as a point of contact for the team as the liaison to leadership

• Partnered directly with four Single Coverage and Partner Coverage Bankers to assist with day-to-day client interactions and requests• Designed and created custom slide decks with investment portfolio allocation models for existing and prospective clients• Analyzed clients’ asset allocations and modeled the portfolio’s return against fees in Excel• Developed advanced knowledge of Advisor Tools and served as a go-to resource for the team on the tools• Became the primary contact on relationships to provide clients with a white glove experience

• Assisted with property stacking, tracked market trends, and identified growth areas

• Prepare and format reports through Advance database system• Utilize Excel to maintain accurate event metrics• Update and maintain email tracking metrics• Work Directly with faculty, staff, external partners, and alumni to the College of Engineering and Applied Science

• Worked on an integrated Private Bank team to support with routine client needs• Created investment reviews, proposals, and prospecting reports to help team members prepare for client meetings

• Was responsible for the general supervision of the Panhellenic Association’s finances, including the checking and savings account• Maintained a working relationship with the Center for Student Involvement and acted as the official signer for financial transactions and scheduling• Organized tax filings with an accountant partner on behalf of the Panhellenic Association