Shadowed clinical psychologists, physicians, and surgeons in the areas of spinal cord injury, traumatic brain injury, stroke, pediatrics, burns, and neuroscience in a level one trauma center.
Observed and assisted in the administration of psychological assessments such as, the Repeatable Battery for the Assessment of Neuropsychological Status (RBANS) and Montreal Cognitive Assessment (MoCA)
Assisted with financial planning by analyzing clients’ current investments, income, liabilities, and risk tolerances to provide advice on how to allocate their assets.
Managed databases by organizing customer data to provide Financial Consults the ability to set-up call cycles and analyze clients.
Researched and analyzed stocks, bonds, annuities, and REITs using Bloomberg terminal, MorningStar, Smith Barney Radio, and others.
Completed bond evaluation and analysis on a long-term investment account and presented investment reports and account performance analysis to client.