• Generated 50+ new leads per week through targeted research and sourcing strategies in high-priority sectors.• Conducted in-depth market research to assess acquisition opportunities and guide strategic business decisions.• Assisted in developing a 100-day post-acquisition plan to streamline integration and drive operational improvements.• Crafted 75+ personalized emails to CEOs and high-level decision-makers, engaging potential leads and fostering connections.

• Contributed to the filing of 50+ Federal and State returns for individuals, partnerships, S-corporations, and C-corporations.• Performed data entry at 100% accuracy while helping clients obtain tax savings through deductions and credits.• Managed multiple projects at the same time while meeting strict deadlines.• Collaborated with a team of tax professionals on complex tax returns.

• Analyzed investment opportunities and drafted a deal memo that laid out my investment thesis. • Utilized data platforms like Crunchbase to conduct comprehensive market research, uncovering valuable insights to inform strategic decision-making. • Developed sharp insights into startup metrics, business models, and product differentiation strategies, enabling the identification of standout investment opportunities.• Created engaging presentation decks and video recordings, showcasing actionable insights to drive informed decision-making.

• Entrusted as a shift leader to manage teams and the thousands of dollars handled on a daily basis.• Updated daily sales reports with 100% accuracy.• Documented the inventory used during the day while making adjustments for any past errors in the system.• Coordinated schedules for teams of two to four members which resulted in a more efficient closing process by 50% allowing Menchie’s to save costs.• Facilitated an effective team deployment which resulted in increased sales and upselling.