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Philadelphia, Pa, Us

- Completing a selective, self-guided online educational program focused on understanding the investment industry and core investment concepts- Coursework includes: CFA Institute Investment Foundations Program; Wall Street Prep courses in Excel, financial reports, and corporate finance; Wharton Online Foundations of Investment

New York, United States

Latitude Fellow

- Lead digital marketing analysis for Zena Ziora, evaluating competitors and crafting targeted strategies to increase brand awareness, social media engagement, and retailer partnerships.- Develop and implement a comprehensive digital marketing strategy, incorporating trend analysis, competitor insights, and visual mood boards to enhance Zena Ziora's online presence.- Create a customer-centered launch strategy, integrating feedback mechanisms to improve product appeal and maximize impact for the brand’s next launch.- Work cross-functionally within a team of consultants, conducting weekly meetings to ensure project milestones are met and incorporating client feedback to align strategies with Zena Ziora's luxury brand vision.

- Engage in a rigorous 10-week educational series, gaining a comprehensive understanding of finance fundamentals, investment strategies, and market analysis.- Apply acquired knowledge to generate and present equity investment proposals for the fund, demonstrating the ability to evaluate potential investments and recommend opportunities with growth potential.

- Provide strategic consulting to Black-owned businesses in West Philadelphia, delivering tailored solutions to drive growth and operational efficiency.- Develop actionable Key Performance Indicators (KPIs) and conduct in-depth research to address clients' unique business challenges, optimizing their performance metrics.- Create impactful slide decks and deliver persuasive midterm and final presentations, pitching data-driven recommendations to clients and advising on strategic execution plans.

- Consult for early-to-mid stage startups in various industries- Responsible for the club’s budgeting/finances and fundraising efforts ($5k+ profit raised over 2 events).

- Designed and implemented growth strategies for the largest sneaker laundry player in South Africa in both vertical and horizontal expansion plans, offering strategic recommendations for effective execution.- Managed client communications by maintaining clear and consistent dialogue, aligning project goals with client expectations and providing actionable insights.- Developed and launched customer surveys by using survey strategies, securing +700 responses within a week.- Conducted data analysis on the sustainable sneaker brand LOCI for a partnership with the client, leading to a successful implementation of the solutions proposed and the effective launch of the partnership.

- Conducted in-depth research and analysis in emerging sectors: green steel, alternative maritime fuels, alternative aviation fuels, and battery technology- Prepared a comprehensive financial analysis, including ratio analysis and valuation methods, contributing to improved budget accuracy, reduced unnecessary expenditures, and enhanced strategic decision-making and financial planning processes- Identified and analyzed privately held companies tackling climate change on a commercial scale, assessing their business models, financial health, and market positions- Presented persuasive case studies to stakeholders, highlighting financial and strategic insights to support investment decisions

- Receive coaching and instruction to gain insight into deal sourcing and investment thesis strategies - Learn fundamentals of M&A transactions to compete successfully for internship opportunities- Gain exposure to the Grata platform and deepen understanding of its features and workflows

- Led a 10-member sales team, achieving a 60% sales increase in three months by implementing targeted sales strategies- Initiated Master Data Requests, systematically cleared client’s line items, conducted rigorous spot checks, and managed post-processing entries with precision- Analyzed market trends and customer data to refine marketing strategies, boosting overall lead generation by 20% through personalized email campaigns and retargeting efforts.