Elodie Kwan Email & Phone Number

California, United States

Seattle, Washington, Us

Seattle, Washington, Us

Clients I've worked with: NASA, Google, Amazon, Qualcomm, Cisco, Pfizer, Nextdoor, Avangrid, VFS Global, Inland Empire Health Plan (IEHP), and more.

Atlanta, Ga, Us

I led a team of 4 researchers, focusing our research on financial innovation in the affordable housing space. Working closely with the New Story Field Ops team, I served as the bridge between our Finance Research Fellows and the New Story working team.

Atlanta, Ga, Us

New Story is on a mission to end global homelessness. As a Research Fellow, I researched technologies formalizing informal income and the fintech landscape in Mexico. I developed a database of affordable housing providers in Latin America, which now has become a foundational element to a new project at New Story.

San Francisco, California, Us

In my hybrid role of Strategic Partnerships and Business Development, I manage existing joint venture programs as well as bring in new relationships to support our sales efforts. One program is a mission-driven savings program for LMI borrowers, built in partnership with one of the GSEs. I mainly focus on sourcing and growing our relationships with nonprofits, mission-driven organizations, and fintech companies.

San Francisco, California, Us

I joined EarnUp as it was moving into a growth stage and was put in charge of a large company acquisition, ensuring that customers moving over to our platform had a seamless customer experience. I then managed a customer-centric project that looked to radically improve the customer experience for both new and legacy customers. I led a team of 5 analysts and managed the integration of an acquired 13-person operations team into the organization.

San Francisco, California, Us

As Full Harvest prepared for their next round of funding, I sourced and conducted due diligence on potential investors in the food waste space.

San Francisco, California, Us

I sourced and screened over 100 startups monthly, pitching potential investments to the team. I co-authored 6 investment recommendations that resulted in the successful funding of 4 startups. I spearheaded pilot innovation engagements with with 3 JetBlue Airways teams. And as a final project, I authored a research report on sustainability in the airline industry with focus on SAF that then was adopted by JetBlue Airways.

Nanyuki, Laikipia, Ke

I joined Eco Fuels Kenya to support in the development of a lasting finance infrastructure. Some implementations included KPIs, budgeting procedures, cash flow statements, social impact reports, and sales forecasting. I modeled both sales-driven and production-driven business models to prepare the leadership team for investment rounds. I also authored numerous grant proposals, raising an additional $2.1M in funding.

Boston, Ma, Us

My team and I managed and operated a 200-venture accelerator at our university. I supervised recruitment efforts, supported ventures moving through the program, trained a 35-person team of of consulting coaches and managed our network of industry experts. As a Venture Coach, I consulted on 2 early-stage ventures through a design-centered model.

Paris, Île-De-France, Fr

During my expatriate year in Spain, I sharpened my Spanish speaking and writing skills working at a Spanish financial consultancy. I co-authored in Spanish 1 due diligence, 1 company valuation, and 2 legal-economic reports with managers. I analyzed financial documents as well as generated expert witness reports in both in English and Spanish.

New York, New York, Us

I was in charge of analyzing the money movement of 4 clients' securities lending programs. In addition to my everyday role, I self-taught and coded 13 Excel macros that improved efficiency and reduced manual errors.

Pleasanton, Ca, Us

In my five months at Legion, I was a top three salesperson and was promoted early on from a Sales Rep to an Account Director with a team of 5 Sales Reps. I managed one of our largest client's marketing campaign for 3 months, before returning to my second year of university.

Bachelor Of Science (B.S.), International Business

Bachelor Of Science (B.S.), Administración Y Dirección De Empresas