$160M+ AUM, created model portfolios with optimum performance and acceptable risk tolerance. Researched extensively on financial markets and products to construct new model portfolios. Rebalanced clients’ portfolios based on their risk profiles and assisted advisor in placing trades based on rebalanced results. Integrated and rebalanced new model portfolios for over 100 clients based on their distinct risk tolerance. Analyzed and researched high dividend paying securities based on several data points such as earnings growth, dividend growth, fair value, debt/equity, and free cash flow.