- Conducted comprehensive financial analysis to support senior consultants in developing tailored investment strategies for high-net-worth clients through growth projections and investment strategies. - Collaborated with cross-functional teams to streamline data collection processes, enhancing the efficiency of financial modeling and forecasting for small to high-net-worth client portfolios.- Developed financial projections and budgeting models to aid in the evaluation of investment opportunities and client financial planning, and presented findings and recommendations to senior advisors, contributing to client presentations.

- Yielded substantial data research for 3 major political opinion projects, including finalized front page studies published by the New York Times and Siena College Research Institute.- Researched both political and socioeconomic trends in the larger communities of major Southern states to forecast general population sentiments about future trends, resulting in tangible data reports for policymaking clients and investigative clientele.- Collaborated closely with a cross-functional team of interviewers and survey-makers to refine data collection methods, ensuring the accuracy and reliability of survey results.