Final Intern Presentation. Cynitresse S. Carter Investment Advisory Business Support August 3, 2011. Agenda. Program List Investments/Model Change Communication Plan Performance Reports: SMA Model/Composite. Key Terms. Project 1: Program List Investments/Model Change Communication Plan.
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Cynitresse S. Carter
Investment Advisory Business Support
August 3, 2011
Initial Communication and Trade Impact
Fund/SMA Removal Planning
Fund/SMA Addition Planning
Research Model Change Planning
Final Communication, Testing, Publishing & Production