- Produced detailed, data-driven quarterly reports that provided actionable investment recommendations for institutional portfolios with assets totaling over $3 billion.- Played a pivotal role in the firm-wide integration of a leading data platform by piloting 5 key use cases, leading 3 department demonstrations, and presenting critical process improvements to executive management.- Championed operational efficiency by proactively conducting a data workflow analysis using Salesforce data and visualizing insights with Power BI, resulting in quarterly time savings of 40+ hours.- Proficiently employed advanced data transformation techniques in Excel to perform in-depth financial analysis on 5 datasets exceeding 150k records, resulting in a 20% improvement in reporting accuracy and timeliness.- Built expertise in financial markets, asset allocation strategies, and asset classes, and applied knowledge to create and deliver more informed, pertinent, and insightful client materials.

- Spearheaded fundraising campaign, securing 7 long-term clients in 9 months and exceeding project timelines by 30%.- Successfully managed a partnership with a ML startup, producing 5 high-quality promo videos that boosted website traffic by 150% and contributed to an estimated $500k in revenue the following quarter.- Implemented an algorithm for assembling film crews by matching project needs with compiled interest forms.

- Owned and deployed 6 projects at scale and on-time, including event deliverables and internal team content.- Streamlined workflows in Excel, resulting in a 10-hour weekly reduction in time spent on media management.- Managed end-to-end development of 3 training videos, optimizing equipment usage and team productivity.Watermark Estate Management Services, LLC is a private company which provides a variety of family office services worldwide, including estate management, operations, project management, security, travel, finance, administration, and technology services.