Launched a bespoke wealth management CRM platform using Advyzon and developed custom internal and external automated reports, internal investment dashboards, and custom client portals in which clients have access to an at-a-glance and in-depth view of their portfolio’s performance, holdings, and risk levels, enhancing client touch points, data narrative, and transparency.Conception, initiation, planning, and execution of Kissflow, a process mapping software; enabling the development and iteration of internal and external processes across the Investment and Operations teams: Account Opening, Account Closing, Daily trade flow reconciliation, Proxy Voting, Monthly Expenses, and distribution of Monthly Reports and Billing Statements as well as the governance of Client Portals.The process mapping of the monthly reports and billing statements decreased the throughput by 24 hours each and strengthened the Clients’ belief in Litvak & Company’s accountability and commitment to service.Created financial models for the Investment Team that competed for time among several ongoing projects: DCF, comparable analysis, risk-return tradeoff, and other investment team-related reports.

Litvak and Company is an International Investment Advisor catering to Ultra High Net Worth clientele. As an Investment Analyst, I built a comprehensive financial model and investment deck for an online digital media company. Secondly, I designed and coded operational workflow forms using process management software including Kissflow and Pipefy to streamline and improve task efficiency and enable effective team collaboration. Lastly, I analyzed performance and risk metrics on offshore investment opportunities for the Chief Investment Officer.

I had the opportunity to work as a student consultant in the Babson Management Consulting Field Experience Class (MCFE) where I designed and innovated three credit card products for Sallie Mae in collaboration with four fellow students, which were successfully implemented. I was responsible for researching competing product attributes, brands, and customer segment characteristics. The team and I recognized that the market lacked a card that rewards financial responsibility. MCFE granted the opportunity to apply and refine the business and quantitative skills that I had developed during my first two years at Babson. It was an amazing experience. I learned valuable client relationship skills, further refined my industry and market research abilities, and cemented my understanding and execution of go-to-market strategies.

Wellinks is a medical device company that designs, manufactures, and markets portable nebulizers for those with COPD and asthma. As a Finance and Marketing Intern, I built a comprehensive financial model with an integrated income statement, a statement of cash flows, and a sales & operations planning schedule, providing the CEO and CFO with actionable data that reduced operating costs by 12% and informed the board of future funding needs. Secondly, I analyzed key performance indicators for Twitter, Facebook, and Instagram using Google Analytics and Hootsuite to gauge performance and optimize content, increasing sales by 47%. Lastly, I developed a material requirements planning schedule for the COO that optimized efficiency in the supply chain model, decreasing holding costs by 22%.

Merrill Lynch Wealth Management is the wealth management division of Bank of America. As a Private Wealth Management Intern, I created client presentations for new prospects as well as ongoing performance reviews for existing clients. I researched equity investment strategies and informed Financial Advisors on emerging investment opportunities.