- Guided navigating financial products and services.

- Assisted newly arrived refugees in planning their finances, achieving home ownership and financial security, and guiding them in starting their new lives for an improved quality of life.- Oversaw financial documentation, led budgetary assessments, and ensured transparent and strategic resource allocation.

- Conducted a market survey for Northwestern Mutual Fund, interviewing 15 individuals to gather financial insights. Analyzed data and generated recommendations, resulting in valuable referrals and financial information acquisition.

- Performed primary and secondary market research to create 10+ bottom-up and top-down focused industry theses spanning the Hospitality industry and B2B services.- Analyzed data from investors’ portfolios and market research reports using Excel to recommend organic and inorganic growth strategies for potential target companies.

- Focused on sourcing the most cost-effective resources to ensure a timely logistics process.- Negotiated and managed all contracts, licenses, insurance, and liability agreements, ensuring compliance with all applicable regulations.