Colton Alexander is a steward-owned investment company forging meaningful relationships to connect sustainably-minded entrepreneurs with impact-focused investors.● Spearheaded development of a strategic roadmap, aligning the company’s mission and goals with sustainability industry trends, gaining a solid foundation in ESG● Conducted in-depth research on the environmental sustainability sector; identified 50 potential partnerships and investment opportunities in pre-seed and series A startups● Performed competitor analysis by researching and identifying strengths, weaknesses, and unique value propositions of 25 potential investment opportunities● Monitored industry trends and regulatory changes within the sustainability sector, ensuring compliance of startups and potential for long-term growth● Fostered relationships with 10 industry experts and startup founders, growing Colton Alexander’s network and influence in the sustainability sector● Led 3 persuasive case studies showcasing innovative approaches to addressing climate change, highlighting strategies and technologies employed by startups

Kem was created with the dream of simplifying financial services for millions of people across Kuwait 🇰🇼 and the MENA region. Kem's customer-centric technology allows people from all walks of life to transact safely and securely. Kem’s user-friendly peer-to-peer app allows any user to send and receive money instantly for free.● Developed projections for operating expenses, influencing strategic planning and budgeting for the next 36 months, resulting in a 10% reduction in projected expenses● Analyzed month-over-month user growth across various regions in the Middle East and North Africa, guiding market expansion strategies, increasing user growth by 5%● Prepared comprehensive forecasts for revenue and cost of goods sold, contributing to accurate profit and loss (P&L) assessments for company valuation and strategy● Conducted competitor analysis, delivering actionable insights informing company strategy, enhancing market positioning and identifying unique growth opportunities● Collaborated with C-suite executives to establish connections with potential investors and VCs, spearheading a strategic pivot from a B2C to a B2B business model● Led orientation sessions for 2 finance interns, helping improve the onboarding process and task assignation, resulting in a 25% increase in productive efficiency

AIA is a Hong Kong-based multinational insurance and finance corporation. It is the largest publicly listed life insurance group in the Asia-Pacific.● Analyzed historical performance of 50+ mutual funds leveraging key financial indicators, providing detailed reports, informing investment strategies for potential clients● Gained expertise in diverse mutual fund types through comprehensive analysis, strengthening my ability to recommend suitable investment options to 35 clients● Coordinated risk assessments for 25 client portfolios, recommending minor adjustments to mitigate potential risks and reinforcing long-term stability● Shadowed the manager on 3-4 weekly client meetings to review financial plans and investment performance, ensuring its alignment with clients' evolving goals

Hai Luen Trading Co is the largest premium Chinese liquor distributor in Hong Kong and works within the imports and exports industry in Hong Kong providing a variety of goods and services.● Pitched 10+ new merchandising opportunities to the operating manager for potential expansion.● Attained a profound understanding of the distribution industry of importation and exportation.● Participated in research for emerging industries and merchandising opportunities for distribution in Hong Kong.● Contributed to the catering of client-focused portfolios, establishing strategies for individual risk tolerance and financial goals.