Akash Shetty Email & Phone Number

New York, NY, US

New York, New York, United States

Asset Finance and SecuritizationRotation 1: Energy Resources and InfrastructureRotation 2: CLO Structuring

New York, New York, United States

Boston, Massachusetts, United States

- Mapped 1000+ accounts in Salesforce, verifying parent/child account hierarchy- Developed 25+ templates for BDRs to use in outreach- Worked with management to develop strategic plan regarding distributing prospects among BDRs

- Co-lead client acquisition search to acquire high quality startups that RISE consultants can provide value towards- Oversee 4 engagements while providing advice and in-house strategy to ensure project success (still in client facing role while on E-Board)

Los Angeles, California, United States

- Lead a team of 5 analysts in providing consulting services to a YCombinator backed startup- Developed skills in project management, meeting organization, task delegation, and client relationship management- Created an ideal customer profile and conducted research on pricing in the Artificial Intelligence space through analyzing back-end database.

Los Angeles, California, United States

- Served as a business analyst on a consulting team providing strategy to Venture Capital fund- Researched an ideal customer profile to target during the launch of a new podcast- Developed a strategy on the most efficient process for the fund to design, produce, and market the podcast to their audience- Analyzed competitors and developed strategy on how.

New York, New York, United States

- Conduct market research and analysis on competitor investment strategies in the derivatives and futures ETF space- Gather timely and relevant market or industry-related information to deploy in client outreach- Support sales & marketing team with fund collateral and digital marketing efforts

Boston, Massachusetts, United States

- Created CRM accounts for CEO with prospective mid-market clients, growing database by 1000 accounts- Developed Salesforce reports to analyze top 50 mid-market clients in each industry using segmenting- Researched earnings calls of 20 public parent companies to find information used by BDRs during outreach

Los Angeles, California, United States

- Worked with a cosmetic business on various strategy matters- Researched search engine optimization techniques, international expansion, and constructed an ideal customer profile

Greater Boston Area

Intern at a financial advising company. Roles Include:-Marketing using the software Salesforce-Data input to softwares Naviplan, Moneyguide Pro, and Confident Retirement-Taking notes during meetings discussing financial advising and wealth management strategies-Introduction to IRAs, Roth IRAs, and Non-Deductable IRAs-Introduction to the Pros, Cons, and.

Greater Boston Area

Started an organization that is:- Focused on helping youth become confident public speakers- Holds in-person lessons on public speaking techniques- Planning on expanding to digital instruction as well- Website: www.miccaptains.com

Roles included:- Officiated youth soccer games- Boys and Girls ranging ages 5-14

Roles included:- Officiated youth soccer games- Boys and Girls ranging ages 5-14

Bs - Accounting And Finance, Minor In Economics

Activities and Societies: RISE Consulting, AIM Consulting, Men's Crew

High School Diploma

Activities and Societies: Class President, DECA Business Club (VP of Finance), Varsity Mock Trial (Captain), Orchestra, Junior Varsity.