Create presentations detailing financial analysis and recommendations for pre-IPOinvestments in technology companies with valuations over $1 billion• Assist the Alternative Investment Division to prepare valuations of investment ideas,generating successful rounds of funding• Compile market research using National Securities research, Bloomberg and other platformsto develop market updates, reports and analysis for Financial Advisors• Identify new customer segment and develop GTM strategy, resulting in 50% increase inclient leads

Provided dedicated operational and sales support to Senior Financial Advisor in a fast-paced environment, assisting in all areas of practice including business management, service and administration Obtained knowledge of firm policy, procedures and software in pursuance to interface with clients and prospective clients, leading to an overall smooth flow of operations and a successful work environment Assisted in managing over 70 client portfolios by anticipating their needs and resolving their problems, ensuring 90% client satisfaction and positive returns Tasked with ensuring accurate performance reporting, analyzing portfolios, and preparing account reviews for clients; reporting and analysis was used by Senior Financial Advisor to accurately manage client portfolios and increase client returns

Led 75 campers of the oldest age group for the 8 week camping summer, generating growth and a positive camping environment throughout the summer • Brainstormed daily activities for over 300 campers and coordinated counselor time off, leading to the health and wellness of both the campers and the employees

Online Sneaker Resale Business: Did market research, attended sneaker trade shows, identified sneaker trends grossed $15000/yr in revenue