• Documented and optimized 10+ processes to assist in knowledge transfer for the new head of operations• Lead-scored 500+ potential customers to help prioritize marketing campaign efforts on a weekly basis• Headed marketing for product launch to introduce customers to the newest product line offering thatsupports fund investments between $20M - $100M• Ensured compliance by creating EINs with the IRS for each SPV formed across 90+ organizations

• Addressed questions according to campus guidelines and interacted with Brandeis students and faculty to facilitate the testing process• Registered and checked out 500+ individuals daily for their COVID-19 test submissions while using protective gear to keep community members safe and maintain a clean workspace• Enforced safety protocols and latest recommendations for symptomatic patients to mitigate potential risk of spreading

• Facilitated 1000+ wires totaling over $17M of investments and maintained records for the latest dealallocations• Created customer onboarding materials and established a library of 7 FAQ pages for current users• Completed client requests for data pulls to provide transparency for 30+ deals’ participating LPs and their capital commitments• Updated fund operating agreements and investor subscription documents with Adobe Acrobat to facilitate deal closings

• Taught 30+ children and teenagers (ranging from 4 to 16 years old) math and reading over the course of 3 years• Organized and periodically updated 150+ student files, optimizing access to student information for Kumon TAs and staff• Trained 4 new assistants and helped them successfully adapt to their new work environment and culture