• Develop and maintain comprehensive financial models and dashboards for multiple ambulatory departments, optimizing data processing for large-scale operations• Design automated reporting solutions tracking provider metrics across specialties, reducing processing time by 40% while maintaining 99% accuracy• Lead monthly financial performance analysis for surgical specialties, implementing data-driven strategies that improved operational efficiency by 2%• Partner with operations teams to analyze patient scheduling patterns and resource utilization, resulting in 3% increase in new patient visits• Create executive dashboards integrating EPIC Systems data to provide real-time performance insights across Transplant, Surgery, and OB-GYN departments• Collaborate with department directors to deliver data-driven recommendations for resource allocation and process improvements

• Analyzed significant financial leaders’ (such as Howard Marks and David Swensen) memos and journal articles• Developed analytical skills (such as financial literacy macro forecast) and organized financial records to predict future earnings for investment strategies• Researched the effects of COVID-19 on central banks, fiscal policy, and asset valuationInvestment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Heritage Wealth Management is a separate entity from WFAFN.

• Lead an international team that met weekly on zoom to research and develop a Sustainable Wealth module that educates youth in developing nations on financial literacy and financial inclusion. • Prepared a pitch deck for the sustainable wealth module to present in the annual Mzuzah Convergence.

• Assisted the CEO, along with other board members, on conducting analysis on customer engagement and target audience retention.• Designed a plan to expand the company to other states and created sustained operations on company management structure• Met bi-weekly with the board of directors about market research and ambassador program

• Generated 1,500 – 6,600-word SEO contents regarding marketing and social media metrics• Researched the functions of content marketing and elements of SEO in relationship to user interactions and website traffic• Operated and managed Google Analytics and Hootsuite to increase website traffic for TSC

• Managed and created media content across all social network platforms• Networked and collaborated with other partnered institutions to outreach towards consumers• Interviewed confidential clients about entrepreneurial journey and transcribed dialogue intocorporation’s webpage