Casey Lau Email & Phone Number

California, United States

San Francisco, California, US

Technology, Media, and Telecommunications

San Francisco, California, US

Technology, Media, and Telecommunications

• Co-directed the executive team resulting in an efficient delegation of tasks and planning for the upcoming season
• Streamlined new season of recruitment, content publication, and networking events via project management tools

• Organized our recruitment/interview process and materials and onboarded 4-5 members for each committee team
• Hosted and facilitated a networking event of 100+ attendees
• Spearheaded administrative tasks, including contacting professionals, creating slide decks and providing internal support

• Oversaw tasks in identifying 50+ key terms from weekly podcast episodes & complying 3-5 facts for each term
• Performed initial background research & formulating questions for speakers
• Helped gained listeners and increases in followers on social media by recruiting and hosting an episode with financial professionals
• Designed and created promotional materials and panelist slide decks for our first ever networking event

London, England, GB

• Intern in the Communications Team
• Coordinated with senior management on the publication and production of 6 quarterly audiocasts of the firm’s strategies
• Assisted in quarterly editing and publication of 6 Fund Fact Sheets, shareholder letters, and semi-annual letters
• Initiated corporate bio project as part of the firm’s brand refresh initiative to bring personalization to employee bios
• Analyzed the listener rate of the quarterly audiocasts through data analytic tools and researched social media strategies

San Francisco, CA, US

• MeterLeader is an online platform that allows users to easily create and participate in energy saving challenges that are integrated with real-time energy data (PG&E data). It leverages proven social science principles.
• Evaluated 50+ businesses’ sustainability and CSR goals to determine alignment with Meterleader’s mission and goals
• Increased efficiency & success by 30% in attaining potential partnerships by analyzing and composing a business leads list
• Achieved an increase of 50% in efficiency and user base from creating marketing materials and redesigning the webpage

San Francisco, California, US

• Evaluated bond ratings of credits in the General Governments, Higher Education, Healthcare, and Transportation sectors
• Updated financial models and risk matrices and maintained relative value sheets in Excel
• Prepared weekly Excel sheet for the primary issuance pipeline allowing efficient potential investment considerations
• Supported senior analyst with ad hoc projects, including analyzing the impact of the potential repeal of the Affordable Care Act on Medicaid expansion states

Seattle, WA, US

• Provided exceptional customer support and service in a fast-paced and high pressure environment
• Worked and communicated closely with partners to meet customers' needs
• Assisted with new partner/ employee training and onboarding
• Adhered to Starbucks operational policies & procedures, including cash handling and food health safety and security

Bachelor Of Science - Bs, Business Administration

Bachelor Of Arts - Ba, Economics

Education record