Scott Walker campaign aide fired after tweets demeaning Hispanics

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18. More info on the Tweeter

Taylor Palmisano

http://www.linkedin.com/pub/taylor-palmisano/53/66a/56

Summer Analyst
JPMorganChase
May 2012 – September 2012 (5 months)

• Researched 179 potential clients and created in-depth guidelines for how to effectively assign the prospects to bankers and follow up with their progress; I also taught this comprehensive methodology to other markets in the Midwest-region.
• Identified lending values from $250MM to $15MM on financial securities and created Credit Slides used in 29 meetings to show credit availability and rates to clients and prospects.
• Completed 16 performance reviews and 11 presentations for client and prospect meetings.
• Examined the Personal Financial Statements of clients to identify held-away assets, mortgages, life insurance, and other opportunities that could be brought in to JPMorgan.
• Pitched a non-profit organization to a panel of judges to win a $5,000 donation from JPMorgan; successfully led and coordinated a team of 12 other national analysts to the final round of competition.
RBC Wealth Management
Private Wealth Intern
RBC Wealth Management
December 2010 – May 2012 (1 year 6 months)

• Calculated value and time weighted returns for over 1,000 clients’ portfolios, accounts, and individual holdings for communication with clients on assets totaling in excess of $300 million.
• Determined overall client asset allocation using Morningstar; evaluated potential changes to suggest an appropriate allocation appropriate for the clients’ age, retirement goals, income and savings levels, and spending habits and plans.
• Assisted tracking investment performance and weighing risks against potential reward to offer buy and sell suggestions based on client specific criteria.
• Observed client meetings to learn effective ways to communicate with clients, help them understand their current and future financial positions, and educate them about existing and potential market conditions.
• Facilitated planning and marketing of client and non-client events such as Women, Wine, and Wall Street and Raising Money-Smart Kids to educate clients about financial planning and preparation techniques.