Accomplishments include:● Graded AI responses on five criteria sets to improve chatbots ability● Researched 50 input prompts to ensure AI chatbots provide accurate answers● Managed work streams and completed 500 tasks to improve efficiency of operations

Accomplishments include:●Wrote five articles on detailed financial, valuation, Excel, accounting, and economic topics such as M&A, DCF, Three Financial Statements● Over 100+ hours of self-study across financial modeling and valuation courses including Excel modeling, 3-statement modeling, PPT for Finance, DCF modeling, precedent and trading comps, LBO modeling, and M&A modeling

Accomplishments include:● Conducted research on 80 mutual funds and buffer ETFs, contributing to data-driven investment recommendations● Prepared outline for quarterly client meetings, which entailed returns benchmarking, asset allocation, and risktolerance● Ran and analyzed two financial reports daily, extracting key insights to inform investment strategies● Implemented streamlined procedures for financial analysis and used financial software to help rebalance portfolios

Accomplishments included:● Conducted interviews with four small business owners● Created a business page using Wix Web design, elevating online visibility ● Collaborated on website development for local businesses, ensuring tailored solutions and enhanced online presence for businesses● Led a three-month marketing campaign, increasing brand recognition and achieving engagement growth