- Provided representation services for over 500 social security disability claimants throughout California and Nevada.- Generated over $1.5 million in representative fees, as well as millions in future claimant benefit payments.- Lead representative in federal court hearings, including taking testimony, cross-examination, and addressing procedural matters in court.- Implemented and utilized CRM software for client case development, time sheets, contact reports, and automated tasks.- Marketed firm via industry group referrals, Facebook, and Google AdSense.

- Provided late-stage fundraising and strategy consulting to agricultural-biotechnology startup.- Managed investor materials and provided financial analysis for all investors and legal documents. - Advised several law firms regarding marketing, lead management, and client intake processes.

- Summer MBA intern in the Treasury department at company headquarters.- Responsible for daily tasks related to daily cash flow and company balances.- Devised and executed an internal database and spreadsheet to assess and track the risk profile of the company's creditors and financial holdings.

- Part-time Global Analytics intern during first year of MBA.- Responsible for updating and maintaining database of macroeconomic and industry metrics using Bloomberg and other proprietary databases.

- Responsible for generating investment strategies and prospecting for new clients to grow the firm's AUM.- Supported head of department by providing daily trading runs, responding to client requests, and arranging client visits and meetings.- Devised and communicated investment theses based on company's equity research.

- Provided commodity-related equity and commodity futures research for multi-asset class hedge fund.- Managed long/short equity portion of the fund's equity exposure.- Maintained financial models, research, and monitoring of portfolio holdings and industry bellwethers. - Required to travel internationally for company visits, due diligence and research-related purposes.- Established ongoing relationships with sell-side research analysts and traders.

- Provided ongoing investment analysis and due diligence for large India-focused private equity/venture capital fund of funds.- Acted as product manager for newly launched equity research product for the firm.- Collaborated and advised research analysts to develop investment theses and industry analyses.

- Evaluated and analyzed investment ideas for institutional clients of the firm. - Provided phone and email support to senior salespeople and their clients.

- Summer intern from 2001 through 2004- Rotated through internships in the Equity Research, Institutional Sales and Trading, and Trading Operations departments.