Quarterly One-on-One's

1. Presentation

1.1. Preparation

1.2. PPT tools and Tricks

1.3. Formatting/Citi Template

2. Time Management/Prioritizing

2.1. Work In Box to Zero

2.2. Establish Priority based to do list

2.3. Seeing the Big Picture

3. Project Management

3.1. Overview

3.2. Writing Plans

3.3. Scheduling

3.4. Follow Up on Deliverables

4. Professional Presence

4.1. Taking the Lead

4.2. Working on Teams

4.3. Handling difficult situtaions

4.4. Client Facing

4.5. Effective Listening

5. Business Writing

5.1. Email

5.2. Procedure

5.3. Writing for public audience

5.4. Template Creation

6. MS Office

6.1. Excel

6.2. PPT

6.3. Visio

6.4. Project

6.5. Outlook

6.6. SharePoint

7. Industry Knowledge

7.1. Custody

7.2. Systems

7.3. Market Specifics