• Due diligence in areas related to Chief Investment Office (equities and fixed income) portfolios, investment products/strategies, factsheets and tear sheets to assist the onshore (US) portfolio managers and strategists in BofA Private Bank and Investment Solutions Group (ISG).• Quality assurance for portfolio administration encompassing client presentations and periodic portfolio performance reporting in factsheets and tear sheets. • Research across equities and fixed income leveraging financial applications like Bloomberg along with fulfilling the other ad-hoc projects and work requests. • Ad-hoc Project – Quality assurance regarding American Disability Act (ADA) compliance on the client presentations and client approved documents. Trained and guided my team regarding the same.

• Due diligence on property and casualty (P&C) insurance policies. • Managed the front end research related to collateral with P&C insurance companies for residential and commercial mortgage lending.• Strategized to improve the audit efficiency by 70% through an initiative to use the additional internal application.• Audited pre-funding and post-funding property insurance policy for property valuation approach and certain parameters from the insurance policy for residential and commercial mortgage lending. • Ad-hoc Project - Audited business and personal tax forms for the adherence to policies, processes, guidelines and applicable regulatory requirements under the paycheck protection program announced by US government - the Coronavirus Aid, Relief, and Economic Security Act (CARES ACT) project for supporting small businesses through lending during Covid-19.

• Strategized to grow the banking and financial products business under consumer banking (Dubai). • Created 10000+ sales leads per month for banking and financial products.

• Managed the operations tasks and assisted for overall strategic planning with head salon team• Scaled the category, onboarded the field auditors and salon professionals in specific hubs. • Proactively used tableau to access information on professionals. Prepared performance measurement and customer experience reports for the audit of the category operations and salon business growth.

• Part-time Economics tutor to high school students.