Secured $600M NYC Ferry Contract: Proposed a data-driven solution using Tableau and advanced analytics, contributing to Hornblower Group securing the New York City Ferry contract worth $600 million, with the potential for an extension that could increase the contract's value to $1.2 billion USD.Competitive Analysis Dashboard: Developed a competition analysis dashboard using Department of Transportation data. The dashboard identified flaws in competitor cost structures, demonstrating that Hornblower was the lowest-cost option, which helped the NYC Economic Development Corporation make an informed decision during the bidding process.Data Model & Reporting Alignment: Collaborated with data engineering teams to build and manage data models using SQL and Tableau, ensuring metrics aligned with business requirements and reporting consistency across tools.Automated Compliance Reporting: Designed and implemented automated dashboards for the NYC Economic Development Corporation, streamlining all compliance reports and significantly reducing manual work.Advanced Analytics & RFP Scoring: Built a linear regression model in Python to score Requests for Proposals (RFPs), increasing conversion rates by 5% and contributing to $100M in annual revenue.Email Marketing Analytics & Revenue Reporting: Developed email marketing dashboards by integrating Google Analytics and Salesforce Marketing Cloud data. These dashboards enabled data-driven campaign optimization and revenue reporting, improving customer engagement and enhancing marketing performance.Salesforce & Sales Reporting Automation: Created a Tableau dashboard by joining data from RFPs, Google Analytics, opportunities, and orders using Tableau Prep. This provided real-time sales insights, such as revenue contribution by account manager, VIP repeat booker lists, RFP repeat analysis, and marketing channel origin, enabling executives to make data-driven decisions and optimize sales strategies.

Data Pipeline Development & Management: Implemented SQL data models using dbt to resolve discrepancies and ensure the Master Delphi Group Review table provided clean data for business reporting.Real-Time Hotel Inventory Reporting: Developed live Tableau dashboards to track hotel room availability, enabling dynamic pricing adjustments and contributing to increased overall revenue.Automation of Reporting Workflows: Automated weekly reporting through Tableau, saving 10 hours per week by streamlining data management and reporting processes.Revenue Optimization: Revised the pricing model for Marquee nightclub, resulting in a 5% revenue increase. Also developed the pricing strategy for the new restaurant Superfrico, contributing to its successful launch.Executive-Level Dashboarding: Created custom Tableau dashboards to provide senior leaders with quick and actionable insights into room inventory, pricing, and revenue performance.

Dashboard Creation with Looker: Built and maintained an IRA dashboard in Looker, providing seamless data management and enhancing strategic decision-making. IRA Trade Development: Partnered with engineering teams to develop IRA trade solutions, ensuring efficient execution and integration of new processes.Strategic Product Optimization: Provided actionable insights to enhance product setup, Increased Assets Under Management: Grew assets under management from $200K to $1M and expanded the client base from 50 to 1,000 accounts by identifying new B2B opportunities and optimizing processes

Client Relationship Management: Built and maintained strong client relationships, resolved complex issues, and supported new account openings, ensuring high customer satisfaction.

• Provide customer service to shareholders and selected company clients as a dedicated representative with regular follow up, and excellent customer service via phone, email, and in‐person• Process daily securities (stock) transfers, issuances and restriction removals• Learn and comply with securities transfer rules and SEC industry updates• Assist with client’s account including account setup, compliance, etc.• Assist with other projects and tasks as needed

• Serviced internal customers: Corporate Trust Account Mangers.• Performed account maintenance task for account associates and account managers.• Located compliance documents for all trust accounts.• Drafted correspondence to clients on behalf of account managers.

• Conducted research on behalf of Morgan Stanley branches for cost basis.• Made phone calls to branches for clarification for resolving client 1099 form issues.• Conducted auditing of past financial statements to find and analyze cost basis• Delegated date of death and inheritances cases to subject matter experts• Conducted and delegated historical analysis of client accounts for cost basis information• Conducted historical research on multiple corporate events examples, stock splits, mergers, and acquisitions.• Assisted in contacting competing firms for covered investment cost basis information.