FINRA Series 7, 31, 66 Licensed2022 Client Service Excellence Award Recipient• Deliver comprehensive investment strategies and guidance to law firms and legal industry professionals, support a $1.1B client book that generates over $7MM of investments revenue per year• Work directly with the Metro NY investments team lead creating investment proposals, portfolio analytics, and recommendations, resulting in $118MM of net new investment assets in 2023, including $43MM across two large clients• Assist clients in determining suitable asset allocation and implementation strategies across traditional investments, alternative investments, and capital market solutions

2017 Client Service Excellence Award Recipient2019 Early Adopter & Innovator Award Recipient2020 Americas Capital Markets “Straw that Stirs the Drink” Award Recipient• Worked directly with the North America and Latin America Investments heads and supported the 55% revenue growth of the Americas Investments business from 2016-2020• Used data-driven analysis to create monthly business reviews and key strategy presentations, which were used by senior management to drive overall business strategy, new initiatives, and proper resource allocation to close millions of dollars of new investment deals• Owned the goal setting and scorecard process to ensure that Americas Investments employees were properly recognized for their work, created the calibration template that was used globally as the basis for year-end calibration meetings and employee ratings, and partnered with technology teams and the Investment Lab to automate tagging and scorecard process

• Researched and created reports for clients on all holdings in the managed portfolio• Created annual reviews for clients, including details on clients’ asset allocations• Assisted with management and adjustment of fund holdings in client accounts

• Prepared the Loan Fund for their Community Development Financial Institution Assessment and Rating System certification by researching and analyzing information from the Loan Fund’s lending history, including organization and collection of impact data from over 400 individuals• Collaborated with the members of the Real Options, Overcoming Foreclosure (ROOF) Project team in their neighborhood stabilization efforts by identifying and inspecting foreclosed properties for potential purchase, rehabilitation, and sale for affordable homeownership or rental

• Worked on the Yale Open Courses project, a website that provides free access to many Yale College courses• Developed the website by coding HTML pages using Adobe Dreamweaver