*Deloitte &Touché Tohmatsu, New York, NY

Summer Intern, Business Management Group

Created a cross-referenced client database for client management analysis

Attended strategy meetings

Maintained client accounts and updated progress reports

 

*PaineWebber, New York, NY

Summer Intern, Private Client Group

Account Analysis: Reviewed Account Plans to evaluate risk appetite of private Clients

Workshop: Devised a workshop based on MBTI (Myers Briggs) personality types for   creating a more efficient and coherent team structure

 
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