Responsible for daily management of litigation engagements, including meetings with clients and attorneys. Direct and oversee financial analysts in financial modeling and written report drafting. Conduct thorough research in a multitude of industries. Assist in idea generation for litigation strategy relating to damages topics, focusing on clear, accurate, and persuasive theories.

Analyzed complex financial data, including financial statements, projections, costs, and profitability. Created financial models for valuing intellectual property related to litigation engagements. Assisted in authoring written reports in conjunction with financial models for the testifying expert. Created PowerPoint presentations detailing testifying experts' opinions for trial.

Analyzed current onboarding processes and initiated new procedures to increase client satisfaction. Created spreadsheets for portfolio managers to easily find stock information. Researched world markets and economies and presented findings to senior executives weekly. Performed accounting on client investment accounts monthly. Examined share exchanges for corporations and presented recommendations to portfolio managers and the Chief Investment Officer. Researched stocks and provided… Show more Analyzed current onboarding processes and initiated new procedures to increase client satisfaction. Created spreadsheets for portfolio managers to easily find stock information. Researched world markets and economies and presented findings to senior executives weekly. Performed accounting on client investment accounts monthly. Examined share exchanges for corporations and presented recommendations to portfolio managers and the Chief Investment Officer. Researched stocks and provided Buy/Hold/Sell recommendations to portfolio managers. Show less