PulsePoint Group is a management and digital consulting firm that provides insight, strategy development and strategic execution for communications and marketing management challenges, with a special focus on social and digital engagement. The firm specializes in C-suite and boardroom-level consulting. By combining creativity and deep experience with rigorous research, PulsePoint Group transforms data derived from cutting-edge metrics into actionable recommendations.This approach has made the firm trusted advisors to many of the FORTUNE 100 companies and has provided PulsePoint Group with a truly global practice.

•Director on a 14-person board responsible for actively managing a portion of Occidental College’s endowment; current diversified portfolio totals approximately $130,000 in net value•Prepared and delivered biweekly presentations detailing current global macroeconomic events; analyzed and projected potential impact of events on fund’s current holdings and strategy•Conducted in-depth research in commodities, fixed income, and financial sectors, and created presentations with action recommendations pertaining to current or prospective holdings; personally responsible for the sale of two highly speculative equities whose positions each lost 75% of their market value one year after disposal•Participated in engaging debates with a diverse group of students regarding the fund’s direction and establishing the ideal investment path to outperform its benchmark•Group efforts resulted in overall fund portfolio return exceeding benchmark by 1.6%

•Worked with a team to prepare portfolio review presentations for clients, and analyzed asset class breakdowns to compare their allocations to desired benchmarks•Utilized the Merrill Lynch Research platform to locate, dissect, and evaluate Analyst research; discussed findings and analysis with financial advisors to gain an understanding of various equities•Assessed client litigation claims in class action lawsuits ahead of client meetings•Collected client information regarding income and retirement goals, and analyzed data to process retirement feasibility and provide advice to clients

•Directly assisted the Controller with various projects including the analysis of a vendor-billing dispute involving foreign currency transactions, as well as a full review of the vesting schedule of the ESOP•Investigated source of the vendor billing dispute and determined the settlement price of the total bill; resulted in the company saving a significant amount of the expected cost through my efforts•Worked within Excel to conduct a full review of the employee stock option accounting and vesting schedule, including a full consolidation and analysis of the large dataset of options