• Conducted weekly research reports covering the AI industry and made assumptions on comparable companies/product models to identify potential areas of AI growth opportunities• Evaluated potential election results and utilized Excel to create a report that determined potential tariff impacts with a margin of error of 2%• Researched the Paris Olympics and used Excel to formulate tourism revenue projections pre- and post-Olympics

• Facilitated 20+ client calls to address inquiries on interest rate hikes impact on clients’ portfolio during 2022-2023• Co-managed the transfer of 50+ annuity accounts to enable clients to secure lower rates and optimize financial planning• Developed file management system to improve internal client management processes

• Leveraged hands-on experience to assess and meet the needs of 40+ patrons, fostering a welcoming and enjoyable environment• Collaborated with 8+ coworkers with ad-hoc tasks such as hosting, food catering to tables, and table clean up• Managed the bar inventory to ensure a consistent supply of essential items to meet service demands on a weekly basis