Lead, train, mentor, and guide high-performing team of three to four analysts with focus on enhancing performance and professional growth. Maintain an "open door" policy with team members, thoroughly answering questions and providing guidance on a continual basis in addition to providing regular written communication with key tips and reminders. Convey project parameters, budgetary considerations, and updates throughout various stages, culminating in comprehensive final analyses. Conduct analysis and deliver reports to clients, strictly following code of ethics and upholding rigorous standards, aimed at yielding heightened transparency and client satisfaction. Perform regular reviews of S.E.C. filings, analyze IPO league tables, and attend key industry events, such as The SPAC Conference and the SIFMA Compliance & Legal Society Annual Seminar.Key Achievements:▪ Recognized with multiple promotions throughout tenure with organization for consistently exceeding set performance expectations and in recognition of ability to excel in roles of higher responsibilities.▪ Strategically increased the current portfolio to secure new clients from private equity and investment banking firms.▪ Evaluated client feedback to update current reporting processes to resolve discrepancies and impact key decisions.▪ Successfully negotiated a Master Service Agreement (MSA) with an investment banking client to complete research tasks on budget and on deadline.▪ Partnered with executive leadership, subcontractors, and clients to enforce due diligence research policy changes on authorization documents in alignment with the European Union General Data Protection Regulation (GDPR).▪ Secured background check research consent through relationship building, negotiations, and problem solving.▪ Nurtured and sustained numerous client relationships based on trust and integrity through proficient management, fostering mutual satisfaction and lasting partnerships.

Oversaw the completion of research projects related to new hires and entrepreneurs purchasing franchises to support a nationa l childcare franchise company by identifyng research questions, reviewing literature, managing checking points, and adopting technical solutions.Key Achievements:▪ Performed pre - IPO and SPAC research to suport publicly acquired companies by raise funds, minimize risks, and encourage cost - savings during merger filings.▪ Trained, mentored, and coached junior analysts and interns to acquire skills in business management, financial modeling, data analytics, consulting, and statistics.▪ Updated current training resources to streamline business operations, modify processes, and develop policies.▪ Worked with senior managers to integrate all training and research resources to provide researchers with fully accessible and secure centralized documentation featuring real - time data.

Strategically planned, coordinated, and oversaw the implementation of advanced research projects to support key clients by collecting, interpreting, and assessing data to influence major business decisions. Recommended process improvements, managed project schedules, evaluated statistical research data, and oversaw databases. Performed on-line database research of criminal, bankruptcy, civil litigation, regulatory, and media and internet history. Hired sub contractors across relevant jurisdictions by using manual search records not available on-line. Verifyed research subject credentials including academic credentials, employment history, and licenses and professional designations using a combination of searching the National Student Clearinghouse, Equifax The Work Number employement verification system, relevant state and industry/designation databases. Used phone, fax, and e-mail communications to contact universities, employers, and licensing agencies directly. Conducted professional reference interviews, summarizing interview responses for inclusion in final report.Key Achievements:▪ Assumed additional project management and client -focused tasks, such as managing accounts and leading teams to secure new clients.▪ Handled a daily caseload of 4 - 5 different research projects by identifying individual goals, delivering updates, and submitting competed reports within 10 – 15 business days. Actively communicated with senior team members to finalize expedited research projects for clients, consistently meeting tight deadlines.▪ Interviewed and trained prospective and onboarded interns to gain industry - related skills, including data analytics, due diligence, critical thinking, and data modeling▪ During periods of high-volume, qualified for monthly "Heavy Hitter" bonus on multiple occasions, billing a minimum 125% of 80% expected billable hours during each pay period.▪ Received Chairman's Award in 2006 for demonstrating outstanding performance.

Supported analysts with research, data entry, marketing prep, and office tasks.

Liaised for Blue Cross Broad Street Run, managing communications, logistics, and runner assistance.