• Conducted due diligence and fundamental analysis to identify high-growth stock opportunities, contributing to a 29% portfolio increase from $3.1 million to $4 million for the SIU Foundation.• Developed valuations of target companies based on a list of closely related comparable firms. Conducted comprehensive research and analysis centered on the S&P 400 Midcap Index, providing critical insights that informed strategic investment decisions and optimized portfolio performance. Demonstrated a strong track record of achieving financial goals and outperforming market benchmarks.• Communicated regularly with the team and management on both buy-side and sell-side engagements. Identified, evaluated, and strategically decided on stocks to hold, buy, and sell, demonstrating a keen eye for growth and value opportunities. Also, engaged in creating Annual Reports and Annual Newsletters for the fund, identifying market forecasts and recaps.

Utilized financial forecasting techniques to anticipate budgetary needs, enabling proactive decision-making and resource planning.

• Recruited, trained, and managed a team of 10 professionals, fostering a culture of excellence and continuous improvement. Led cross-functional teams in delivering high-quality financial services, resulting in increased efficiency and client satisfaction.• Established and maintained strong relationships with over high-net-worth clients and institutional investors, ensuring a client retention rate of 85%. Mentored and developed future leaders within the organization, contributing to the long-term success and sustainability of the firm. Left a legacy of innovation, client-centric service, and strategic growth that continues to benefit the firm and its clients.

• Demonstrated a customer-focused approach by managing more than 50 guest interactions every day, improving guest experiences, and going above and beyond expectations. Proficiently utilized RoomMaster and various booking platforms to streamline check-ins, reservations, and guest services.• Upheld the highest quality customer service standards by effectively anticipating and fulfilling the diverse needs of a clients, leading to a 30% increase in repeat bookings and client satisfaction.