• Initiated and spearheaded multi-million dollar NAO program focused on enabling firm’s organic growth by developing and delivering high-level strategy, building stakeholder engagement, and designing and implementing accountability structures for partners• Scaled firm’s CRM by establishing and implementing client service models, driving user engagement and user growth from 50 to 400+ users while improving client satisfaction and setting foundation for long-term digital transformation• Supported executives by providing insight to help make effective, informed decisions when faced with imperfect information by recasting unstructured data set representing $194.5 billion under management to align with high-touch service model• Led multiple agile teams in development of API integrations and creation of user interfaces, collaborating closely with technology, marketing, sales, operations, legal, risk and compliance partners• Recommended improvements to alternative investment valuation and reporting processes to invigorate firm’s illiquid offerings and increase client allocations to alternatives

• Built centralized operations team and oversaw automation of operational workflows, allowing service team to focus on customer success and back office to institute a 24-hour turnaround on all client tasks, grew operations team from 3 to 10 members to meet increased utilization• Facilitated $2 billion of placements in alternative investments by streamlining and centralizing investment diligence, L.P. subscription, and performance reporting, catalyzing firm’s growth from $10 billion to $15 billion under management in three years• Reduced compliance risk and eliminated manual monitoring by automating portfolio monitoring system and developing accompanying data flow to bring all client portfolios within set risk and liquidity bands• Enabled client-specific profitability model and enhanced KPI reporting by building out client database and implementing workflow management system

• Tracked and updated financial data for more than 30 accounts daily• Performed quantitative and qualitative analyses of confidential information memoranda; wrote executive summaries for private equity clients • Identified acquisition targets using S&P Capital IQ database• Redlined nondisclosure and fee agreements used in buyer and seller introductions• Aided in client strategy development by preparing for client meetings and participating in succeeding team debriefs

• Drove company from inception through market introduction by working with Founder to formulate and implement business plan• Built and maintained investment comps of public and private competitors; performed ongoing analysis of industry sales data• Determine pricing and investment opportunity by creating and analyzing financial projections• Secured initial funding by producing investor pitch deck • Launched iOS app on Apple App Store by working with Founder and Developer to create minimum viable product

• Analyzed and recorded accounting transactions for ten clients using QuickBooks; reconciled bank and financial statements• Prepared corporate and individual tax returns under supervision of senior partners• Researched application of tax codes using U.S. and California Master Tax Guides • Developed working knowledge of GAAP accounting