• Devised advanced spreadsheets utilizing Excel tools (PIVOT TABLES, XLOOKUPS, POWER QUERY) to analyze raw data; model data was interpreted into action items with project results and suggestions used by upper management • Created guide for Portfolio Strategy team detailing the use of FactSet software to run analytics on bank portfolios• Researched different client account issues for 100+ accounts, results were presented to the 25 members of the portfolio strategy team which resulted in a 50% performance improvement and an overall team 0% error rate• Executed 10+ projects which improved the portfolio team’s job execution as well as enhanced the HNW client experience

• Designed content that was advertised via digital marketing and obtained 10k+ profit, 100M+ views, and 5M+ likes • Analyzed Instagram content algorithm to create viral content geared towards target audiences • Generated profitable business partnerships with over 30 clothing, sports booking, and content creation organizations • Built an audience of over 15k+ users at peak, featured on multi-million follower pages

• Operated family-owned business across various functions including: payroll, inventory, marketing, and business ops• Managed a business during COVID-19, demonstrating adaptability and decision making in a uncertain market.

•Developed wealth management skills to effectively manage assets through presentations and client cases.•Evaluated 3 different companies’ financial situations and offer financial suggestions based on risk tolerance •Produced presentations for 10+ client cases that showed differences within various retirement programs and wealth management strategies