- Collaborated with the Technology, Media, and Telecommunication (TMT) team to enhance financial decision-making in treasury management- Led various projects, such as creating client-focused Business Reviews for data-driven investment strategies, optimizing cash flow, and strategically handling surplus cash and created an internal sale sheet

Higher Skills is a student-focused SaaS platform that assesses, teaches, and refines users’ soft skills through AI-powered interviews and simulations that use Behavioral Interview Questions, Gamification, Linguistic Analysis, and Body Language Detection to prepare students for workplace success.

- Pitched my StartUp “Higher Skills” to a live audience of around 5000 people in a "Shark Tank" style competition where we secured $7,500 in seed funding

- Collaborated with students to conduct in-depth discussions, analysis, and investment decisions concerning stocks, bonds, ETFs, and mutual funds- Managed a $400,000 portfolio provided by Fairfield University- Pitched investment recommendations, leveraging due diligence research and critical analysis to optimize portfolio performance- Focused research efforts on analyzing the financial markets within the energy and semiconductor sectors

- Supported wealth management advisors in creating and managing projects tailored for ultra-high-net-worth clients

- Contributed to SaaS development for a user-friendly FinTech startup's DIY investor platform- Helped create a common investor language for better accessibility to investment insights- Recruited and trained 50+ interns, fostering a skilled workforce- Worked directly with the CMO to create our first Reddit channel advertising program to expand the subscriber base