One of 68 faculty-selected students in a CFP Board-certified Wealth Management Workshop, gaining advanced skills and hands-on experience through rigorous coursework and case competitions, with eligibility for the CFP exam upon graduation

Identify discrepancies, resulting in improved accuracy of financial statements.Prepare and present financial reports to senior management that provided insights into Ab Initio Ventures financial health.Mentor-taught concepts of hedge funds, private equity, and company valuations based on sales, growth, and earnings.Analyzed financial performance metrics and key performance indicators (KPIs) to provide actionable insights for business strategies.

Developed and implemented strategic direct marketing campaigns to increase awareness and support for Child Help's mission.Analyzed and tracked campaign performance metrics to optimize marketing efforts and improve engagement.Engaged with community partners and stakeholders to build strong relationships and expand the organization's network.Developed and maintained a database of donors, volunteers, and supporters to streamline communication and outreach efforts.

Presented to the CEO and COO curated lists of hospitality and multi-family businesses and identified potential risks based on geographic regions.Performed data driven research in order to identify insurance carriers and agencies suitable for broker partnerships.Utilized CRM software to track and manage client interactions, ensuring timely follow-ups and efficient communication.Analyzed client data to identify coverage gaps and recommend appropriate insurance solutions.

Worked as a day care teacher at Kids Club, an after school organization ran by the city of Allen for children of working parents. I aimed to create a home-like experience for these kids to enjoy after a long day of school working every school day throughout my senior year from Monday to Friday.

I worked at Brooks Brothers, a high-end clothing store that sells old American styles since 1818. My job was to greet customers through different sales pitches.