- Coordinated implementation of planning and reporting tool Planful for marketing budget - Restructured marketing team’s activity and expense management to improve accuracy of budget and performance tracking- Advised 20+ users from marketing, finance, and executive team on best practices- Developed strategy to utilize the tool for P&L analysis based on business segments and distribution channels

- Conducted analysis on exchange-traded funds- Analyzed no transaction fee ETFs using Morningstar and Market Q- Developed strategies and processes to select funds with best fundamentals - Constructed 5 ETF investment models with different risk allocations

- Established a student finance organization at Tennessee Wesleyan University - Managed a portfolio of $33,000 and 14 student-analysts in equity research- Collaborated with university's leadership and faculty to promote BIC to donors that collectively pledged $300,000

- Created marketing material for a non-profit organization - Composed documents based on personal experience studying abroad- Coordinated with a graphic studio in the creation of pamphlets promoting organization’s mission- Coauthored a book “How to study in the US”