Lukasz Masolak

Compliance analysis for career schools and universities in 48 states on a contract basis. Audio recording of school personnel such as financial aid and admissions advisors. Writing reports on findings and any compliance infractions.

Created/rebalanced/reviewed new and existing client portfolios. Researched available investment opportunities to determine whether they fit into financial plans. Entered equity, bond, mutual fund, ETF, and other security trades. Performed security and market analysis for short-term trading and long-term investment ideas. Cold-called business owners around Midwest.