- TIAA/Nuveen is the leading asset manager for clients in the academic, government, medical, cultural, and nonprofit fields, managing $1.3 trillion AUM and offering investing, banking, and retirement advisory services.- Analyzed institutional clients in TIAA’s North New England market (collective AUM of $21 billion) to identify cash inflow/outflow trends and influencers of client decisions for employer sponsored retirement plans. - Presented to TIAA senior directors on strategies to expand market share of TIAA wealth/retirement products among Gen Z and millennial segments, emphasizing annuity attributes and lower risk to clients targeting earlier retirement.

- Selected through competitive application for 7-month program focusing on core investment and finance concepts.- Coursework includes the CFA Institute’s Investment Foundations Program, Wall Street Prep’s courses covering financial reporting, accounting, and excel modeling, and Wharton Online’s Foundations of Investment Management classes taught by leading business school professors and investment professionals.

- NRDC is one of the world’s leading climate advocates (budget ~$300m) that has successfully lobbied for many landmark laws and agreements, including the Clean Water Act, the Clean Air Act, and the Montreal Protocol. - Researched and synthesized data regarding the clean energy industry’s job creation impacts, which were subsequently included in fact briefs aimed at members of Congress and their political aides.- Contributed to federal lobbying efforts, including the E2 National Security and Climate Letter (a petition by senior military officials) and outreach to key NRDC affiliates (Fortune 500 executives and centrist members of Congress) during critical debate on the August 2022 legislation that approved $369b in clean energy funding.

- Researched and developed 20 page comprehensive report on the competitive landscape of smaller social/emotional education organizations, to identify best practices and potential partners for Teaching Empathy’s curriculum and online portal of content.- Teaching Empathy Institute has won several national awards for education, including 2 Nautilus Book Awards and membership to the CASEL council