Identifying key regulations concerning data storage, data sharing, and patient privacy to specify best practices for handling mental health data according to the U.S. Health Insurance Portability and Accountability Act. Analyzing current and proposed public policies regarding mental health services in Michigan and the U.S., focusing on policies influencing mental health resource accessibility in communities to identify a target for policy initiatives.

Researched best practices to improve website UX for a local endodontics practice, to create final deliverable recommending a modernized color scheme and enhanced client testimonials based on competitor analysis.Educated in the fundamentals of consulting; market sizing, framework processes, and strategic procurement of hidden case facts through questioning during bi-weekly club meetings to prepare for case interviews.Conducted interviews with prospective club members and actively promoted the club at various events and club fairs to enhance visibility and engagement, resulting in the recruitment of a new analyst class of 24 members.

Documented insights from 10+ investment meetings at Nvidia Voyager and Endeavor, focusing on diversification of restricted stock units and their transfer into charitable remainder trusts, maximizing Monte Carlo success rates.Gained wealth management expertise by attending pitch meetings with Apollo Asset Management and Nationwide Insurance on real estate investment trusts and variable annuities, simplifying complex investments for clients.Transferred a client database of 225 clients to Beacon Pointe’s software systems (Salesforce, Envestnet, eMoney), linking custodial accounts for automatic updates and daily buy-sell reports for the wealth advisory team.

- Provided exceptional customer service using extensive product knowledge, fostering positive experiences.- Received 100% customer satisfaction rate on all customer reviews through effective problem-solving and service.- Resolved customer inquiries and complaints swiftly, ensuring prompt and satisfactory resolutions.

- Facilitated multiple roles, contributing to whole restaurant teamwork and take-out orders 20 to 30 hours per week. - Streamlined several steps in food prep operations to improve expeditors’ efficiency and increase sales.- Estimated $376,250 in individual revenue generated during employment.