Preston Porter

Manage internal client ACT data base to update, maintain or audit as needed. Assigned to conduct portfolio review, research, and aid in due diligence of account files. Assist in other daily office functions as needed.

Contracted to perform targeted undercover audits as assigned. Create detail oriented, client specific reports on the operational effectiveness and compliance practices of target organizations. This is a part-time contract to contract assignment.

Utilized Morningstar office to value individual and group mutual funds against relevant benchmarks. Researched funds for performance and risk indicators individually or as part of a synthetic portfolio and to present findings to management. Gained experience under one of the acting vice presidents.

Compiled internal portfolio research to generate leads to capture and reassign ‘lost’ commission accounts. Managed internal and external projects while utilizing an available team of additional interns. Coordinated with senior management to enhance branch operations across multiple office locations.