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Current Junior at Boston College Carroll School of Management

Boston College Carroll School of Management

Assisted the Genalo-Tzemis Group to manage 200 client household portfolios with a total of $280 million in assets, helping advisors to recommend investment products and optimize portfolio performance
Advised six clients on where to sell an aggregate amount of $1.8 million in equities to rebalance their portfolios and reach a more conservative asset allocation profile
Enhanced digital presence of the Long Island East Region by increasing 22% of clients to enroll in MyMerrill, 19% of clients to download the BofA mobile app, and 17% of financial advisors to enroll in the Merrill Lynch LinkedIn program
Created powerpoint presentations for a wealth management specialist to present to clients regarding features of the BofA mobile app and MyMerrill virtual service

Global Wealth & Investment Management Intern

Created and updated weekly sales reports to keep track of premiums collected from policyholders for 6000+ insurance agents from 40 branches in the NYC/Long Island region on Microsoft Excel for managers to keep track of growth
Recruited talent of potential insurers using Indeed, maintained communication efficiency, and tracked all candidates through the employment process for 750+ requisitions using Microsoft Excel and HRIS system
Pitched and executed the idea of setting up a Handshake account for the solution to recruit college students

Rina Bang

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