Insurtech / FinTech / Adjacent sectors

Remi is a direct-to-consumer sleep and wellness company. Remi offers high quality custom night guards and teeth whitening kits at an affordable price.www.shopremi.com

TMT Group

Insurance Investment Banking

George + Company is a global investment bank focused on working with middle-market companies to execute Mergers and Acquisitions and provide capital raising services.-Proactively explore strategic acquisition opportunities for mid-market companies with the sector focuses: Technology, Software, Aerospace and Defense, Industrials, Healthcare Technology.-Provide research for M&A advisory clients by identifying new markets, technological trends, and sector growth.-Prepare industry reports detailing recent M&A transactions, valuation multiples, and quarterly outlook.-Draft pitch books, teasers, as well as other marketing materials while collaborating with C-Level executives and senior staff to support negotiations and advise clients on both deal and non-deal related issues.

A unique firm in the world of investment advice and asset management that helps individuals in navigating financial transitions.-Researched various retail financial instruments, such as equities, mutual funds, ETFs, etc.-Prepared deep analytical documents for client meetings that displayed client's holdings, returns since inception date and projected future earnings.-Utilized Microsoft Excel to create a trading model for advisor to determine amount of shares to purchase based on portfolio strategy and account value.-Used Riskalyze software to perform Monte Carlo simulations and assess how clients portfolios would be affected by various market scenarios and presented information to advisor.-Processed over 400 Required Minimum Distributions for existing clients annually.-Restructured database by closing terminated accounts, eliminating redundancies and entering new transactions.

A global digital agency connecting creative, content and commerce to transform brands and grow businesses.- Selected as 1 of 5 interns out of a competitive applicant pool to be trained in the field of digital marketing.-Pitched a rebranding of Rubik's Cube to a senior audience of corporate CEOs. -Learned about SEO components and how brands make use of it.-Analyzed brands online presence & made recommendations to supervisor for implementation in pitch products.-Researched client service packages offered industry which was used to modify company's current package .