• Combined quantitative and fundamental investing to give millennial investors access to the cutting edge of finance• Managed finances and communicate with investors in preparation for product launch

• Conducted budget analysis for all divisions in order to adjust future allocation standards• Developed a corporate travel change management system with fellow interns to reduce company travel costs• Generated a streamlined approach for gathering annual spending summaries at the divisional level

• Assisted with financial modeling and strategic advisory for 20 different clients• Researched new capital raising solutions through comparable analysis

• Attended team meetings and plan sales strategies as companies return to work post-quarantine• Generated leads and communicating with small businesses affected by the unexpected lockdown

• Identified 300+ business owners that needed help paying off debt from the cash advance industry• Drafted contracts for 28 businesses under a restructured payment plan, allowing legal team to begin negotiations• Ensured business owners followed through with payments to settle their debt on time• Organized the filing system for all past and future contracts to make it easier to locate a client’s file