Associate @ • Partner with a team of three Financial Advisors managing over $1.5 billion in AUM • Develop and execute tailor-made investment solutions for high-net-worth clients including asset allocation advice, portfolio analytics, trust & estate planning, retirement planning, and tax management • Provide outstanding client service and act as the central liaison between the client, advisors, senior management, portfolio managers, traders and wealth planning specialists • Participate in a comprehensive and robust three-year financial training program • Series 7 and 63 licensed From April 2015 to Present (9 months) San Francisco Bay AreaSenior Consultant @ • Provide consulting services to key accounts in Baltimore generating $5 million in annual revenue • Advise wealth managers, hedge fund managers and traditional asset managers with FactSet’s equity portfolio management and research analysis platforms • Implement intricate solutions and execute numerous client projects with coinciding deadlines • Lead onsite client trainings and meetings in order to provide recommendations of FactSet tools to help achieve specified investment goals • Cultivate a thorough understanding of different investment professional’s daily workflows and apply this knowledge to improve their efficiency and productivity • Participate heavily in the sales process to grow existing client accounts, close trials, and displace competitors at prospective clients • Manage overall relationship with each account and act as a liason between clients and institutional sales, product specialists, and engineers From July 2013 to April 2015 (1 year 10 months) Undergraduate Representative on the Board of Advisors @ • Served as a voice of the student body during engaging conversations and debates about the future of the Love School of Business From September 2012 to May 2013 (9 months) Vice President of Elon University's Chapter @ • Served as a liaison between Dean Tadepalli and forty-five current student members • Highest scholastic honor that can be achieved in Martha and Spencer Love School of Business • Representing Elon’s BGS Chapter at the Fall Leadership Forum From May 2012 to May 2013 (1 year 1 month) Financial Analyst Intern @ • Analyzed clients’ retirement plans and made recommendations based on age of retirement and required wealth • Created reports based on asset allocation, exposure to risk and client expectations • Assisted financial advisors in prospecting clients in Greensboro and its surrounding area • Developed presentations for senior management to deliver to existing and future clients based on market trends and economic indicators From September 2012 to December 2012 (4 months) Greensboro/Winston-Salem, North Carolina AreaCaptain and WCLA Academic All-American 2010, 2011, 2012 @ • Elected to be captain of the team as a freshmen; planned and conducted practices • Organized and developed rosters for each game and led an undefeated spring and fall season From September 2009 to October 2012 (3 years 2 months) Retail Finance Intern @ • Analyzed forecast projections versus actual retail sales to explain monthly variances of trade spend • Generated reports to highlight exceptions in trade spend management to adjust monthly accruals • Developed Sales Rep. trade activity measurement system identifying $700K in potential 2012 annual savings • Presented system and results to senior management From May 2012 to August 2012 (4 months) Philanthropic Services Intern @ • Researched and synthesized Diaspora groups; utilized Excel to broaden contact list • Analyzed and reconciled donor contact information from applicable databases to create one cohesive spreadsheet From 2011 to 2011 (less than a year) Hartford, Connecticut AreaSales and Marketing Intern at W Magazine @ • Developed and maintained information technology data and updated the magazine's content online • Led a street team campaign to increase future attendance at a marketing promotion with a valued client • Created edit credit books for sales representatives to give to their clients • Designed and created presentations for Wdesires (the magazine's website) promotional planning to increase relationship with clients • Edited affidavits for multiple contests offered in the magazine • Received nomination to replace a sales assistant during his time off and assumed all of his responsibilities as a full-time employee From May 2010 to August 2010 (4 months) Greater New York City Area

Bachelor of Business Administration (BBA), Finance Major, Economics Minor @ Elon University, Martha & Spencer Love School of Business From 2009 to 2013 University of Virginia @ Semester at Sea From 2011 to 2012 Chelsea Helms is skilled in: Microsoft Excel, Leadership, Social Media, Microsoft Word, PowerPoint, Market Research, Time Management, Microsoft Office, Facebook, Customer Service, Access, Finance, Marketing, Sales, Public Speaking