Jonathan Nieves Email and Phone Number

Leading both investment and insurance operations for our practice while providing support in portfolio creation and management, consulting on creation of personal financial plans, client relations, acquisition, and onboarding, administrative and logistical duties.

Providing support in portfolio creation and management, reviewing clients’ personal finances, client relations and acquisition, administrative and logistical duties.

The internship was divided into three phases. During the first week, I familiarized myself with the vision, mission, and work of the Latino Education Advancement Foundation (LEAF) as well as learned about some models of lean impact measurement. I also looked for other organizations in the college access and success space to develop a market map. The second phase consisted of identifying organizations functioning in a similar space and conducting a detailed comparative analysis based on the value proposition, impact, and communication strategy of each organization. During the final phase, I created a concise presentation highlighting key insights and trends from my analysis and proposed impact measurement models and best practices for reporting and communicating impact.