* Developed relationships with 30+ clients in various positions; work closely with CFO's, CEO's, Finance & Treasury Heads, and Investor Relations teams to assist in their investor relations efforts. Recurring revenues of approx. $1M per year. Upsell advisory products such as Targeting, Perception, ESG and listing switches to improve margins.* Identified and implemented $1M in cost savings through detailed product and user market license audits* Created curriculum and conducted weekly training classes for all new hires on capital markets, economic data and Nasdaq systems* Lead and moderate Nasdaq's People Champions Committee to improve employee’s experience* Created Pivot tables to breakdown group sales cancellations for more granular details to find weaknesses in the business* Created a methodology to award analysts an incentive payout for going above and beyond their current responsibilities * Construct ad hoc reports on company valuations, price performance, trading statistics, and industry capital flows. Helped C-Suite understand company stock market performance and how it pertains to various metrics * Developed and implemented ways for Nasdaq’s internal users to streamline various functionality within Nasdaq’s proprietary systems * Participated in Nasdaq’s drive to cobrand products with cannabis companies*Developed Nasdaq Social Media feeds discussing key economic data, monetary policy, and macro trends influencing markets* Served as the Subject Matter Expert (SME) across multiple business units on maximizing client engagement on Nasdaq's IR Insight and Advisory Services* Authored a white paper on Green bonds to highlight demand in the growing ESG market*Published a cover story in New York Maritime Inc and was interviewed by the Financial Times regarding investor trends in public maritime companies.

*Consult publicly traded Industrial and Transportation companies via their IROs on their institutional buyers/sellers as well as unusual stock price movements including block trades, volume spikes, and technical analysis.*Prepare numerous daily/weekly deliverables which are read by the C-Suites of energy companies.*Write weekly U.S. Commentary and Trading Preview for benefit of entire Surveillance team*Researched various institutional investors and determine suitability for investment for public companies.

Advised micro-cap companies on potential mergers and acquisitions or capital raising.Analyzed, evaluated and created prospective business plans.

Analyzed and created monthly department revenue reports for the Sales and Debt Capital Markets and Corporate Banking Areas.Presented data findings to senior management and partnered with various team members to reconcile revenue for monthly comparisons with peer departments.

Advised clients on acquisition of financial products for their personnel portfolios including: mutual funds, annuities, IRA's, CD's, checking/savings accounts, loans and mortgages.Leveraged business partners including loan officers, business bankers and financial advisors to diversify product offerings and acquire additional new business opportunities. 2007; Established contacts at several global investment banks and placed numerous candidates within the Information Technology department.Assessed candidates' experience and skill levels against various position requirements and client business needs.