• Implement and Lead 3 projects from beginning to end of the project life cycle during 3rd quarter in 2023, as Project Manager, and implemented 11 projects from beginning to end of project life cycle as Business Analyst in 2023.• Managed projects with an emphasis on upholding time commitments, budget restraints, and relationships with stakeholders for agile and waterfall methodologies of project management and product development.• Maintained relationships with UAT and development teams, serving as primary contact and providing technical guidance to Software Engineers and Jr. Business Analysts.• Represented all Texas locations on a committee focusing on employee education, career development, and technical skills enhancement for 125+ employees.• Facilitated engineering of business processes and documentation as the company's Salesforce administrator across 10 departments.• Utilized KPIs, Jira, Trello, Github, and Microsoft Office to analyze technical insights, informing data-driven strategic decisions and creating supporting documents.

• Orchestrated 2,376 successful fundraisers, weddings, promotional events, and luncheons over a three-year period.• Conducted cost analysis leading to effective coordination and execution of events.• Utilized insights from previous events to enhance future events, resulting in a 30% yearly increase in event completion.• Facilitated seamless communication between vendors, clients, and stakeholders, contributing to collaborative decision-making and operational efficiency.

• Exceeded revenue targets while overseeing a $2,400,000 investment portfolio annually.• Conducted thorough risk assessments and client financial analyses, ensuring compliance with IRS regulations.• Held FINRA Series 6 and Series 63 licenses, maintaining adherence to regulatory requirements.• Managed high-volume transaction processing and data entry, achieving a 15% increase in transaction output per year.