Sales and Trading and Research

Research company disclosure of gender pay disparities under Professor Tanja Keeve in the Wharton Accounting Department

- Currently lead a team consulting for Mastercard on B&M strategy- Led a team consulting for Avaya on their product strategy- Consult for Microsoft in their Gen Z touchpoint strategy- Worked with US Biologic in designing their new product rollout strategy- Evaluated the governmental processes and costs associated with product release in each nation- Designed surveys which utilize conjoint analysis to gauge the value that the general populace places upon several aspects of the new product

- Scope out the existing and future potential for investment in AI based open source developer tools by evaluating strengths and weaknesses of the overall market - Research open source companies’ potential for profitability through evaluating their revenue streams and their current usage metrics through measures such as Github Stars- Create shortlists of companies that fit the Edtech, AI, and open source developer tool segments for investment by Osage Venture group

- Compiled external and internal data for a report focused on the general state of the car market

- Evaluate market segments in order to determine fit with Sakira’s investment thesis and develop investment theses for attractive companies in our area of interest- Review Confidential Information Memorandums on potential acquisitions and create leveraged buyout valuation models for specific opportunities- Engage in weekly educational sessions on valuation, due diligence, and M&A accounting

Member of the Wharton Impact Venture Associates program- Source pre-seed to Series B companies that operate in the ESG space, with a focus on companies that target women’s issues, health issues, and create new climate adaptation technologies- Evaluate companies based on fit with our investment thesis by reviewing their metrics to ensure that they adequately meet our Environmental, Social, and Governance requirements- Connect founders whose companies have passed rigorous evaluation stages to crowdfunding platforms

- Conduct the legal and market due diligence associated with helping a founder start her basketball nonprofit Prime Sports Club alongside her husband, a former NBA player- Model future potential finance structures for the new nonprofit by setting rough pricing structures and predicting all fixed and variable costs- Determine the nonprofit’s future offerings by evaluating the offerings of similar existing programs

- Work with Bennett Compost, a local small business, to help them design and create new offerings- Research the market space, especially the market sizing and distribution, of composting in Philadelphia- Evaluate new potential revenue systems, such as a new carbon accounting program, to help the company reach break-even

- Evaluate promising companies in SaaS LLM/Generative AI who are pre-seed to Series A based on their market size, team quality, degree of innovation, and competitiveness relative to the market- Create shortlist for investment for LLM companies through researching and evaluating the market, as well as predicting what fields will be saturated by the AI boom using tools such as Pitchbook and Crunchbase- Scout early stage founders at Wharton for potential pre-seed investment