Emma Madden Email & Phone Number

Palo Alto, California, United States

- Led intern team in creating financial literacy presentation, presenting to 18 to 30 year olds on the strategies and importance of maintaining and growing wealth- Analyzed financial goals, portfolio allocation, and market trends to create retirement financial plans on LifeView Financial Goal Analysis to present to potential clients - Evaluated potential funds utilizing Morningstar reports for market returns and social and environmental compliance for use for clients’ portfolios, presenting findings to company leadership- Established strong client relationships by understanding and listening to the client on a personal and professional level

San Francisco Bay Area

- Analyzed greenhouse gas emissions data using Bloomberg Terminal for 20 publicly traded companies, creating environmental risk models for external reports on company ESG compliance- Led the intern team through the completion of the University of Cambridge Institute for Sustainability Leadership Project, resulting in project acceptance on company certification- Synthesized ESG research findings into PowerPoint presentation, effectively communicating the significance of ESG considerations to senior management and Cambridge Institute team- Collaborated with audit team on quarterly compliance audits on soft dollar 28(e) Safe Harbor custodian revenue, expenses, and balances reconciliations, resulting in 5 finalized reports

Burlingame, California, United States

- Coordinated weekly volleyball lessons for 25 students utilizing positive reinforcement personalized structured volleyball sessions aimed at skill development and teamwork. Result: Improved participants' volleyball abilities and fostered a sense of camaraderie among the students- Designed digital and physical social media campaign using Canva and Adobe inDesign, recruiting 4 new weekly clients - Developed relationships with 25+ students and parents

Cognitive Science

Activities and Societies: Society of Women in Finance, The Red Glasses Movement

Education record

Activities and Societies: Varsity Volleyball Captain

Education record

Two separate summer enrollment classes completed