As a growth strategy consultant, I help clients create and implement growth strategies by leveraging a demand-driven approach, identifying unmet customer needs and aligning differentiated supply to capture market opportunities, leading to innovative and profitable market positioning

Designed framework and methodology through interviewing stakeholders and synthesizing key business goals to measure tradeoff between cost and factory utilization, leading to FY 2023 pilot and more informed sourcing decisions for over a million products yearly

Developed go-to-market sales strategy targeting small and medium businesses for hiring product through industry analysis and partner/customer interviews, resulting in FY 2023 pilot

- Collaborated cross-functionally across investment, trust, and estate departments to proactively service high-net-worth clients by creating financial plans and tailoring asset allocations to meet clients' income and return targets, leading to 95% client retention- Customized and presented proposals for prospective clients, demonstrating solutions and capabilities to achieve long-term financial and investment goals, resulting in approximately $100 million in net new business yearly- Designed ESG investing factsheet and actionable roadmap for portfolio managers to facilitate client discussions, leading to 25% increase in conversations around sustainability

- Advised Investment Operations group on best practices workflow and role owners for a firm-wide multi-year regulatory deliverable, leading to 100% completion ahead of deadline- Initiated co-working documents and automated investment data reporting, reducing time spent monthly compiling investment research by 10 hours- Managed database with core portfolio investment theses, industry trends, and key risks to provide 20+ portfolio managers a quick reference guide ahead of client meetings, alleviating the need to reference multiple sources for information- Founded annual intern summer speaker series, increasing engagement between senior leaders and interns and deepening understanding of private wealth management