Joshua Simkin: Consulting Intern in Newport Coast, CA

Leading consulting effort to support launch of new mobile gaming application. • Identifying user functionality improvements and driving development opportunity identification. • Coordinate weekly meeting with founder to discuss opportunities and issues.

Supported wealth management firm in municipal bond and mutual fund analysis and client service initiatives. • Developed program to analyze municipal bonds for upgrades and downgrades by Moody’s, Fitch and S&P. Program output drove management decision if events warranted further client discussion. • Performed Morningstar research analysis on mutual funds including ranks and returns to assist management in discussions with clients regarding their assets. • Created newsletter informing clients of financial market trends, product initiatives, team profiles, and selected articles from financial writers. • Evaluated new list of clients and helped develop marketing and outreach strategy.