Conducted industry market analysis and growth potential analysis using tools such as Grata and IBISWorldIdentified and evaluated potential target companies that focused on specific revenue criteria using GrataUsed outreach to develop and execute targeted outreach campaigns to source dealsAnalyzed financial statements, business models, and key data from Confidential Information Memorandums to inform investment decisions

Spearheaded entrepreneurial efforts as the founder of Motivation Millionaires Apparel in Chicago, IL, achieving nearly $4000 in sales through Shopify and TikTok Shop platformsEstablished deals with both local and overseas manufacturers, negotiating advantageous deals to streamline production processes and enhance product quality for the brandLed website design and optimization, utilizing Shopify applications and Adobe Photoshop/Illustrator for compelling graphics, while overseeing product sourcing, inventory tracking, and brand image development focused on motivation and professional success

Demonstrated proficiency in computer skills and problem-solving abilities by efficiently navigatingmembership databases, processing transactions, and troubleshooting technical issues using Fusion Software.Generated over $8000 in membership sales for fitness and wellness services by effectively promoting various offerings and enhancing client engagement through targeted marketing strategiesProvided exceptional customer service and addressed inquiries with professionalism and tact.

Generated detailed client analysis reports, comparison models, gain and loss reports, and SFS strategies using Morningstar and SEI Advisory, optimizing portfolio management for accounts up to $84 million.Analyzed unrealized gain and loss distributions and calculated stock splits to provide detailed unit cost per share analysis, enhancing investment strategy recommendations for an accounts valued over $350kGenerated and adjusted financial plans using NaviPlan and InvestCloud, evaluating various scenarios to maximize client wealth at retirement based on comprehensive statistical analysis.Developed financial solutions by strategically rebalancing accounts through American Funds, Pershing, and SEI platforms, resulting in a 5% increase in portfolio performance

Effectively manage a high-volume phone system while providing exceptional customer service.Promptly and accurately processed phone and walk-in orders, creating detailed orders, and ensuring the timely and efficient delivery of meals to customers.Prepare a high volume seating map to organize customers to be placed in the correct spot to maximize workload. Along with use time management and problem solving skills to determine where to set up large parties.