Nate Richard Email & Phone Number

Philadelphia, Pa, Us

Chicago, Illinois, United States

Coordinated with several internal teams to facilitate the delivery of 150+ data models. Utilize data management tools and database tools to ensure data integrity and meet client demands. Investigated process deficiencies and designed projects to reduce defect recurrence. -Utilized databases, SQL, and scripting platform to construct models, which ensured data integrity, and met demands for 70+ clients.-Coordinated with 5+ internal teams which facilitated the delivery of 150+ data models.-Designed and administered project to delineate areas of inefficiency and enhanced process flow by reducing defect recurrence by 15% in the first 6 months

Doylestown, Pennsylvania, United States

Monitor and evaluate several trust accounts to optimize investment performance for clients. Ensure trust objectives are met by processing transactions and enhancing financial resilience.-Evaluates 16 trust account monthly to optimize performance and achieve long-term financial objectives--Administers 15+ transactions on a weekly basis across 16 accounts to ensure Trust adherence-Identify growth opportunities to enhance account value and increase financial resilience.

Durham, New Hampshire, United States

Worked with UNH B-impact clinic as a program coordinator to enhance clinic operations and improve client experience. -Facilitated communication between students and consultants allowing greater responsiveness to client requests and increased achievement of clinic goals.-Developed 3+ work tools and led workshops to support student consultants to ensure teams had the skills and materials to maximize client score gains-participated in 3+ interviews assessing the quality and aptitude of student applicants with promoted future clinic effectiveness.

Durham, New Hampshire, United States

Worked on a team of cross-discipline undergraduate student consultants servicing clients in the process of sustainable business enhancements. Client companies employed consultants to analyze business performance to maximize scoring on B-impact assessment.-Analyzed start-up company operations across 5 business impact areas-Documented 10+ business enhancements and created a database of business policy. -Assessed current operations and identified areas to increase point count on B-impact assessment

Saco, Maine, United States

Emerging leader in edible seaweed market. Partners with local farmers providing additional revenue streams to increase community resilience. -Analyzed start-up company operations across 5 business impact areas-Documented 10+ business enhancements and created a database of business policy. -Assessed current operations and identified areas to increase point count on B-impact assessment

Durham, New Hampshire, United States

Resident assistant at the University of New Hampshire during the COVID-19 pandemic. Acted as community builder during times of stress and separation. Maintain university policy to foster safe and inclusive community. -Oversaw administrative duties: budgeting, maintenance requests, and incident reports-Counseled residents through various personal and academic challenges -Manage compliance with COVID-19 guidelines to ensure a safe community of over 350 students

Greater Boston Area

Boston-based non-profit focused on preventative action as a solution to addressing traumas of homelessness. Worked as a fellow with FAB during a work-study program focused on providing students with education and skills necessary for a high-impact career. -Designed an analytical program utilizing Excel to reduce apartment utility expenditure by 20% over a 5-year period.-Assisted with the development and successful grant submissions of, Bezos Day 1 Families Fund, Family Aid Boston which resulted in a $5 Million Award-Researched, designed, and administered an internal survey to evaluate organizational morale which provided management a tool to increase productivity.

Greater Boston Area

-Work with a company for 30 hours weekly-Participate in two weekly classes that total ten hours -Complete projects and assignments related to social innovation and problem solving -Give a final presentation of special project at the conclusion of the program

Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, Cume Laude

Sophomore

Education record

Study abroad program Spring 2022.

Certificate, Investments And Securities