Sourced and executed consulting engagements for small businesses. Projects include:-Conducted consumer data and revenue source analysis to determine key demographic and purchasing habit trends for family-owned French wine importing and retailing business. -Performed financial modeling and analysis to determine short-term external funding needs and borrowing capacity following surge in service demand for disaster response and recovery business.

CEO sponsored internship focused on next generation/future business and investment planning for family-owned business. Worked with youngest two generations of sixth generation family ownership to identify motivations, financial goals, and aspirations for the company. Presented findings at annual family meeting as part of CEO’s strategic planning process.

Managed relationships with investors and consultants in firm’s absolute return hedge funds. Supported Head of Business Development in capital raising and collaborated with investment, legal, and operations teams to develop and maintain marketing materials.