Chareeda R. Email & Phone Number

Boston, Ma, Us

A2C (Access to Capital | Community | Connections) is a founders and funders community on a mission to equitably amplify the next generation of tech-enabled ventures. Our community is dedicated to spreading awareness to grow the number of underrepresented leaders (whatever that means to you!) in tech-enabled ventures.

Los Angeles, Ca, Us

- Led the selection & approval process for a community of 600+ of the nation’s top venture-backed Asian and Pacific Islander (API) founders by recruiting new founders, reviewing hundreds of applications, hosting events, and facilitating the onboarding process.

Boston, Massachusetts, Us

- Directed a professional volunteer multicultural non-profit by programming 30 events annually, organizing weekly meetings, fundraising sponsorships, partnering with 25 local organizations, and implementing Boston’s first Asian Restaurant Week.- Hosted a 3-day National Leadership Convention for AAPI professionals consisting of 800+ attendees, almost $1MM in revenue/sponsorships, four tracks of programming, and 75+ speakers by overseeing 100+ volunteers/stakeholders and managing a half-a-million-dollar budget.

Santa Clara, Ca, Us

-Managed early-stage startups across New England by meeting with founders, conducting diligence calls, initiating onboarding, monitoring portfolio health, reviewing pitch decks, and making founder intros to VCs and partners.- Sourced new business development opportunities by leading startup programming, coordinating events, and building communities between founders, channel partners, VCs, universities, and the New England innovation ecosystem.- Led a bank-wide initiative allocating sponsorship funds to mission-driven channel partners focused on underrepresented founders by evaluating opportunities, performing diligence, and determining ROI.- Mentored founders and participated in speaking engagements across the innovation ecosystem.Awards and recognition: - Nationally recognized by SVB's Client Experience team as the most mentioned department-wide team member by clients in Net-Promoter Score surveys in 2022.- Number 1 referrer for a top SVB national partner across the entire bank.- “Exceptional” performance review with all goals exceeded after rebuilding SVB post-bank collapse despite high team attrition (my team of 6 left and I stayed to rebuild and grew the team back to 4 people).

Santa Clara, Ca, Us

Santa Clara, Ca, Us

Buffalo, New York, Us

- Co-managed a $500MM portfolio for 21 clients across Commercial Middle Market industries by monitoring credit and compliance risk and analyzing company performance with industry and macroeconomic trends.- Oversaw relationships with clients by coordinating meetings, facilitating onboarding, executing on client requests, and serving as a liaison between the client, the relationship manager, and the bank’s internal partners.- Administered deal screens for new prospects and existing clients by conducting due diligence, researching companies, analyzing financial statements, modeling company projections, and identifying key risks and mitigants.- Participated in a three-month development training program comprised of credit analysis, underwriting, sales and securing Paycheck Protection Program (PPP) funding and forgiveness for all customers.

Wilmington, De, Us

- Assisted senior management and wealth advisors by modelling over 300+ relationship profitability analyses comprised of almost $50MM in new money and existing money revenue for current and prospective clients.- Consulted Wealth Management sales teams by providing data-driven profitability recommendations, pricing proposals, ad hoc analyses, pricing valuations, Tableau dashboards, monthly reports and insight into pricing/profitability optimization and cross-sell opportunities.- Participated in a year-long development training program which culminated in the presentation of 3 strategic recommendations for an Enterprise Wide Loyalty Program to effectively cross-sell bank wide products. This was a 6-month long research project which consisted of interviewing senior leaders and colleagues across 6 departments and acting as a Consumer Lending sponsor contact lead. The program is known as the M&T Bank and Wilmington Trust Management Development Program.

Wilmington, De, Us

Wilmington, De, Us

Livonia, Michigan, Us

- Supported the sales team in pre-sales digital media strategy by acting as a liaison between the sales, operation and account management teams and identifying opportunities pertinent to client requests and RFPs.- Proposed over $1 million in digital media recommendations across all verticals to both mid-market and national clients.- Collaborated with 9 other interns across the country to create and pitch 3 innovative product ideas to the senior executive board.

Brussels, Be

- Researched international trade of the top 20 EU trading partners by collecting Eurostat data, performing analysis and attending World Trade Organization meetings. - Analyzed large historical data sets and economic trends to present a data pamphlet with 2016 statistics to be utilized by the Members of the European Parliament.

- Directed several family-run restaurant and event venue operations including general accounting, food & service quality management, event management, community outreach and online marketing.- Aided business development efforts by performing market research and deploying marketing campaigns that increased annual revenue by 30%.- Supervised the managing, training, and scheduling of 10 employees by working with the manager and acting as the second point of contact for all restaurant and event operational activity.- Provided adaptive solutions to customer needs and maintained long-term interpersonal relationships with regular customers in the community.

Edinburgh, Gb

- Analyzed and forecasted financial statements by researching the SEC database, income statements, and balance sheets of firms. - Created and presented an equity research report and stock pitch to the Edinburgh University Trading & Investment Club (Europe’s largest student led fund of £52,000) by collaborating with a team of 8 colleagues; resulting in the fund investing in the company.

Brunswick, Me, Us

- Performed complex laboratory tasks involving the transformation of specific DNA barcodes to identify different strains of the yeast fungi Candida albicans.- Modeled phenotypic and genotypic data using advanced formulas in Microsoft Excel and Word for observational analysis based on previous scientific research.- Presented analytical and observational data through PowerPoint, reports and posters to the Bowdoin Biology Department faculty and the President's Science Symposium fair.

Bangor, Me, Us

- Interacted with Thai patients from different linguistic backgrounds by serving as a third-party interpreter and cultural mediator for patients and health-care professionals. - Transcribed hospital documents accurately and efficiently for patients.

Bachelor'S Degree, Biological Sciences And Economics

Cannon Trust School Level I

Hbx Core, Business Analytics, Financial Accounting, Economics For Managers

Exchange Student, Biology And Economics

High School Diploma