-Co-managed over $1,000,000 of donor and university foundation funds with 14 elected student analysts to maximize capital appreciation and fund student scholarships-Developed investment policy statements (IPS) and strategic asset allocation targets to establish a framework for weekly equity research proposals across seven different portfolios-Conducted detailed security and market analysis to drive calculated trade decisions and present findings to university administration, fund donors, and finance professionals

Process Improvement: Developed and implemented a streamlined product analysis excel tool assessing over 15,000 primary data points to identify deficiencies in customer packaging. This tool is now the main method for evaluating thousands of consumer-packaged goods (CPG) in the e-commerce sector allowing Menasha to help customers become Amazon Compliant (ISTA, APASS, FFP).Business Development: Collaborated with cross-functional teams (Business Development, Sales, Retail) to analyze emerging commerce trends (curbside grocery, subscription services, e-commerce) and delivered customized solutions optimizing supply chain execution and distributional efficiencies through high-impact sales presentations to global consumer-packaged goods (CPG) companies (General Mills, PepsiCo, HNI).Market Research: Created and presented target acquisition reports by conducting financial analysis, evaluating industry forecasts, and assessing supply chain/operational compatibility. Presented findings and made recommendations to senior leadership on a semi-annual basis to institute Menasha's growth strategy.