Margaret Benko

My position focused on researching investments, such as mutual funds, which allowed me to create a top down research process for my team. I also traded in client accounts and was project manager of tax basis discovery, calculation, and tacking. I gained exposure to communication with clients and mutual fund wholesalers on a daily basis.

Assessed client account performance using statistical analysis. Aided in selection of investment in client accounts. Practiced cash flow projections for retirement planning purposes.