Kara Carman

•Perform financial analysis on investment portfolios including weighted average returns and investment allocations •Organized and now manage a new CRM Database for the business •Perform research to stay up to date with current market trends, clients’ needs, opportunities to network and participate in events that could further the growth of the company •Engage in frequent meetings to network, learn about investing, what is involved in being an entrepreneur, and other functions involved in the field of finance •Attend seminars to gain knowledge and also plan seminars for the company to provide information for current clients and to reach out to new clients