Passively operate creative ecommerce business with 1,300+ sales to date and 250+ 5 star reviews.

Collaborate with CEO in growth strategy and operational plans. Manage daily activities and processes across various functions, develop budgets and financial forecasts, build relationships and strategic partnerships.

•Managed limited partners’ investments in venture capital deals to handle stock distributions, identify restrictions, and coordinate liquidation•Created and distributed financial reports on a daily basis while ensuring operational reporting efficiency•Served as main point of contact to 400 active high net worth individual/institutional clients in support of a team managing $2.7 billion in assets to complete ad hoc projects, execute trades, transfer funds, open accounts, etc… Show more •Managed limited partners’ investments in venture capital deals to handle stock distributions, identify restrictions, and coordinate liquidation•Created and distributed financial reports on a daily basis while ensuring operational reporting efficiency•Served as main point of contact to 400 active high net worth individual/institutional clients in support of a team managing $2.7 billion in assets to complete ad hoc projects, execute trades, transfer funds, open accounts, etc. •Compiled, organized and interpreted financial data to present to executives•Implemented new procedures to consolidate and track client information, transactions and reporting•Collaborated with traders, outside legal counsel, transfer agents, and operations teams •Demonstrated intimate understanding of financial products, IPO and secondary market transactions and product specific applications Show less

• Identified and resolved trade discrepancies within daily timeline for over seven product types across respective internal Fixed Income trading/sales desks, retail, high net worth clients, and external broker dealers and traders• Co-chaired a system enhancement to simplify time sensitive order/execution messages• Mastered a concrete understanding of products and order flow from each distribution channel across all platforms• Identified order interruptions and data issues and… Show more • Identified and resolved trade discrepancies within daily timeline for over seven product types across respective internal Fixed Income trading/sales desks, retail, high net worth clients, and external broker dealers and traders• Co-chaired a system enhancement to simplify time sensitive order/execution messages• Mastered a concrete understanding of products and order flow from each distribution channel across all platforms• Identified order interruptions and data issues and escalated to appropriate groups and customers• Controlled FCM designated primary dealer participation in each U.S. Treasury Auction• Managed all auctions from announcement from the Treasury to submitting noncompetitive and competitive bids and converted each award to trades• Produced resolution to trading/sales teams for trade and settlement related issues• Improved efficiencies in regulatory reporting by consolidating reports, decommissioning outdated reports, and initiating process changes to enhance price transparency and reduce industry penalties• Managed regulatory reporting on MSRB and TRACE websites to fulfill reporting obligation, resolve and reduce unsatisfactory submissions• Educated and trained analysts, co-ops, and interns across groups and concentrations Show less

Worked internship in high school which continued through college breaks.