Carolyn Song-Pegg

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• Top Producer/First Year, met “Leaders Conference 2012” • Manage client profitability through risk management • Cross-sell product/services to provide client based solution • Maintain and cultivate relationships with clients

• Top producer in the office of 50 investment advisors • Managed 150 million dollar portfolio for large institutional clients • Largest producer in the 5th largest office on the East Coast • Sustained over 3 million dollars in annual revenue • Created and managed trading team of five employees • Developed proprietary market strategies using Bloomberg, excel spreadsheet programs • Marketed corporate services to large institutions

• Developed and managed large portfolio of investments for institutional clients and for high-net-worth individuals using managed futures, equities, bonds, and any and all investment products. • Managed client portfolios that ranged from conservative to very aggressive • Helped create investment portfolios for high net worth clients by analyzing corporate cash flow and credit standing • Developed relationships with hedge fund managers and fund of fund managers for product development

Studied clinical psychology, wanted to understand decision making of investors and gain better understanding of Personality Types and its effect on decision making.

Dissertation published at Harold Washington Library. Thesis: Five-year Budget Analysis/Cost Effectiveness of the Chicago Housing Authority.

Model UN. President, International Political Science Committee Chairperson