Steven Kelly

Insight Wealth Group is a wealth management firm offering advisory services to high net worth individuals and is a registered branch of Arete Wealth Management, LLC Member FINRA/SIPC. A few of my projects included: 1) Prospecting: I conducted market research to find prospective clients that fit our ideal client profile. 2) Business development: one of my tasks was to create documents for new clients that includes a comprehensive overview of their financial situation. Using Microsoft Word and Adobe software, I created documents that could be completed by new clients electronically. 3) Due Diligence: I worked with the broker dealer's Director of Capital Markets to analyze new investment opportunities to add to the Arete platform. I worked with various investment companies to obtain the necessary due diligence documents and got an overview of the whole due diligence process. 4) Data management: Insight Wealth Group was in the process of transitioning into a new web-based advisory software (eMoney). I transitioned all client accounts and information from the old software (Envestnet) into the new one. The area where I gained the most experience was in working with clients. I was able to observe meetings between advisors and clients which helped me understand the importance of relationships in the financial services industry. Trust and integrity are the most important characteristics of a successful advisor, and I was able to observe that first-hand.

The Iowa Federation of College Republicans (IFCR) is a resource to all individual College Republican chapters in the state of Iowa. The objective of IFCR is to spread Republican philosophy and ideals on college campuses throughout the state. IFCR also encourages student involvement on campaigns at the local, state, and national levels. My duties as Chairman include: - Identifying leaders for individual chapters at each college campus - Attending local, state, and national gatherings of Republican Party leaders to give updates on IFCR and receive feedback - Working with campaigns at all levels - Serving as official spokesperson for IFCR - Appointing executive board members and district coordinators - Fundraising - Planning statewide events, including an annual convention

As a Private Equity Intern at MLG Capital, my responsibilities were primarily focused on raising capital for MLG's commercial real estate funds and co-investments. My daily activities included drafting email drip campaigns for potential investors, assisting with investor meetings, preparing marketing materials, finding new ways to reach potential capital partners, researching the market, and managing data. I gained experience working with programs such as SalesForce, Axial, and Microsoft Excel. Throughout my summer at MLG Capital, I developed my understanding of how complicated business deals get done in the financial industry. I also learned how to creatively reach new partners for business deals which furthered my understanding of the importance of networking. As an intern I was able to attend professional networking events and learn from our Vice Presidents and CEO about how to find new partners for deals.