Customer Success - Buy Side AccountsTasked with fostering client relationships, and engaging my book of investment professionals in their use of FactSet. Daily responsibilities include working with clients to increase the efficiency of their workflows and investment processes, conducting software demonstrations, and conduct proactive client outreach and on-site visits to increase adoption of FactSet's various applications.

• Executed target market-fit research to propel GAIA into the next phase of the product development process following the guidelines of the founding teams vision & mission• Led a team of 3 members to develop 2 separate pitch decks and executive summaries for fundraising a total of $25,000,000 for 2 business units of the startup

• Created a go-to-market strategy to launch Black Diamond software into the next stage of the company’s development through in-depth research on corporate venture capital and target consumers• Collaborated with a team of 4 members to design a go-to marketing strategy for a developing SaaS ai platform and delivered a pitch deck for fundraising $1,000,000 at a $10,000,000 valuation for the product

• Developed a comprehensive toolkit enabling relationship managers to forge new business opportunities with startup founders.• Identified promising startups and analyzed competitors using PitchBook, presenting findings to relationshipmanagers to enhance strategic decision-making and keep them updated on industry trends.• Contributed to efficient loan processing by successfully processing more than 70 loans, analyzing pre qualification data for errors, and ordering necessary due diligence items to ensure a smooth handover to loan officers.

• Recruited and trained a 15 person team to sell three separate trip packages, generating over $150,000 in revenue.• Developed a social media marketing plan and forged partnerships with over 10 campus organizations to boostbrand visibility.• Led a regional team to achieve 150% of our sales quota by implementing various strategies to increase brand awareness at San Jose State University.

• Managed a budget of $4,000 ensuring materials, products, and attire were purchased under cost.• Coordinated 8 events to attract students interested in gaining information about fraternal organizations.• Developed advertising strategies to ensure publicity and exposure of events, by using social media, organization cards, and fliers• Managed a committee of 20 members to interview and filter over 300 attendees, selecting 40 undergraduate students to join the organization

• Monitored 37 undergraduate students and responded to their academic, social, and emotional needs to increase retention and development• Empowered students with dialogue covering topics of self-discovery, ethical leadership, cultural competency, and academic wellness to understand the student population and connect individuals with resourcesSoftware Experience: Starrez, Maxient, Google Platforms

• Monitored a community of 200 undergraduate students while offering outstanding customer service to residents and guests• Cooperated with housing staff to create a safe, friendly, and welcoming environment for residents and guests

Led through a cohort of 5 through various small projects and activities regards to professional development. Undertook consulting project advising Cisco on ways to retain diverse employees to continue working at Cisco during the pandemic as part of the Capstone challenge. Capstone challenge question asked how can Cisco can retain and continue to hire more diverse employees to their company.Key Accomplishments:• Participated in different mock interviews with hiring managers from various companies. Gained key talk point to talk about during job interviews.• Interviewed 16 Cisco employees and developed a prototype for a website to attract more diverse employees based on the employee's feedback• Presented to 5 Cisco Managers a prototype to answer their capstone question.