Surge is a forward-thinking tech company at the forefront of the digital e-learning revolution. We specialize in designing and delivering cutting-edge educational solutions that empower creators, educators, and organizations to scale their impact through technology-driven learning platforms. Our mission is to transform the online learning experience by creating proprietary tools that enhance both teaching and engagement, while driving measurable results for our clients.At Surge, we focus on innovation, personalization, and seamless integration to ensure learners and educators maximize the value of digital education. Our platform is tailored for scalability, whether you’re building a personal brand or running enterprise-level programs. By focusing on high-ticket offers and building unique digital communities, we help our clients stand out in a crowded marketplace while providing unmatched value to their audiences.We leverage next-gen technology in conjunction with cutting-edge AI integration to stay ahead of the curve. Additionally, our team includes the industry’s top 1% of UI/UX designers, creating highly interactive and engaging user experiences that elevate digital learning to the next level.With our slogan, “Accelerate. Growth. Scale.”, we are committed to helping our clients thrive by delivering e-learning solutions that are both impactful and sustainable.Highlighted Achievements:-Generated $1M+ in client revenue through a mix of strategic paid advertising and funnel optimization.-Achieved a consistent 60% month-over-month increase in client revenues by launching scalable digital info products.-Delivered high-impact direct response marketing that significantly improved client satisfaction and brand loyalty.- Leveraged a deep understanding of the digital landscape to optimize creators' unique selling propositions, positioning them for scalable growth and long-term success.

• Directed six internal teams to successfully develop multiple advanced client trading platforms, enhancing their technological capabilities to execute large-volume trades and analyze asset allocation in portfolios through a user-friendly interface.• Implemented proprietary asset allocation strategy manager platforms for several clients, overseeing more than 10,000 portfolios and incorporating key features such as portfolio rebalancing, asset trimming, sleeving, and automated risk hedging.• Achieved a 100% client satisfaction rating through effective management of seven clients, seven projects, and numerous trader and portfolio manager groups, consistently tracking weekly progress to ensure timely milestone achievement.• Spearheaded the development of an automated equity trading platform utilizing artificial intelligence (AI), enabling seamless trade routing and direct execution with brokers, thereby streamlining the execution process for clients.

• Developed and optimized more than 40 investment models in Excel to support client asset allocations and incorporate risk valuations for both short and long-term performance relative to financial markets.• Executed trades for several clients across a diverse range of financial instruments, including equities, alternative investments, UTRs, mutual funds, fixed income, derivatives, commodities, and money market products.• Deployed SQL queries to efficiently migrate large client data, portfolio asset allocations, securities research, and tax lots to a new user interface, resulting in improved technological capabilities and operational efficiency.• Generated dozens of financial data matrices, providing statistical and quantitative analysis on market data fluctuations for the discretionary use of senior portfolio managers.

• Collaborated with senior partners to conduct in-depth client portfolio reviews, including client and institutional advisor meetings, to evaluate strategies aligned with objectives and risk profiles, pinpoint opportunities, and develop tailored asset allocation strategies.• Assisted senior partners in various aspects of account management, serving as the primary point of contact for clients with a net worth exceeding $300MM.• Analyzed and assessed more than 50 client asset allocations, identifying overweight positions in portfolios and proposing new allocations to achieve optimal risk hedging and consistent annual returns exceeding 15%.• Offered expert consulting on trust creation, encompassing gifting and generation-skipping transfer taxation (GSTT) techniques to optimize tax efficiency strategies.

• Produced quarterly reports encompassing portfolio holdings changes, performance evaluation of segregated asset groups, risk assessment in the markets, additional capital allocation to portfolios, and limited partnership returns to clients.• Executed daily booking of wires, equity, fixed income, hedge fund, private equity fund, and mutual fund trades for clients seeking new positions in funds or individual stocks.• Developed comprehensive Statements of Investment Policy for new clients, ensuring clarity on background information and previous investment history.• Implemented limit orders to optimize trading strategies, enabling precise timing for buying or selling securities at favorable values at senior management discretion.

• Implemented a weekly monitoring system in Bloomberg to track key economic indicators such as unemployment rates, Consumer Price Index, commodity prices, US GDP, and recession probability.• Conducted in-depth analysis by correlating fixed income trading volumes in the bond market with fluctuations in the Federal Reserve interest rate in Bloomberg, enabling accurate estimations of potential inflation trends.• Designed and automated multiple financial models using VBA, facilitating the comparison of repurchase agreements' performance against total net asset value across various major banks.• Assessed and evaluated new additions to the investment portfolio, including short-term bonds, municipal bonds, commercial paper, mutual funds, hedge funds, private equity funds, pension funds, ETFs, and other diverse securities.

• Secured a $30,000 procurement agreement with BlackRock vendors and Apple, deploying iPads to reduce paper usage by half a million sheets, fostering a more sustainable and eco-friendly workplace.• Spearheaded the development of a detailed business plan for an eco-friendly sustainability initiative, analyzing two years of consumption data to present actionable insights to the senior managing director.• Partnered with Apple’s Corporate Large Business team to strategically optimize technology procurement, balancing product quantity and cost to achieve maximum efficiency and cost-effectiveness.

• Facilitated communication between senior portfolio managers, managing directors, and the Wall Street broker-dealer community, ensuring the confirmation of multimillion-dollar trades to mitigate portfolio risk.• Employed Bloomberg, FactSet, Excel, ATX, and VBA to analyze economic indicators, gauging the volatility of financial investments through statistical analysis.• Provided crucial support to traders by addressing key aspects including fund performance, trade sheet modifications, daily and monthly Profit and Loss (PNL) assessments, trade spread analytics, and the issuance and expiration of short-term fixed income products.

• Selected as one of eight Co-ops to participate on the Executive Director's recruitment panel, contributing to candidate selection processes.• Pioneered the role of Chief Ambassador for JP Morgan Chase at Drexel, creating an interview screening system for potential interns and Co-ops, while also coordinating initial interview rounds efficiently.• Skillfully handled and promptly addressed a range of requests and project-related inquiries from multiple Executive Directors, maintaining biweekly communication.• Provided valuable input and guidance in the development of strategies focused on improving intern and COOP retention rates.

• Attained promotion as one of eight COOPs, earning a place on the esteemed Managing Director's Panel• Skillfully addressed and managed diverse requests and project-related inquiries for multiple Managing Directors on a weekly basis• Actively contributed to Managing Director executive meetings, providing valuable feedback to enhance process efficiency through the firm's proprietary Fintech technology• Developed customized key performance indicators and current statistics, enabling all Managing Directors to effectively monitor internal risk• Conducted thorough due diligence on the recently introduced United Kingdom Banking Regulatory Requirements (PRA110), leading to the successful streamlining of a 90-page report.

• Conducted rigorous analysis of incoming trades to validate and maintain the accuracy of trade data from the preceding market closing day.• Utilized 4-Day Trend control reports to investigate economic variances, conducting meticulous examinations of balances exceeding five billion dollars to identify trade inflation trends.• Tracked and evaluated the volatility of diverse asset classes, contributing significantly to a comprehensive grasp of market trends and the assessment of risk.

• Attained a 40% reduction in Federal Reserve 5G Liquidity Bank Reporting delays, enhancing timeliness and accuracy in liquidity data reporting while strengthening the bank's ability to manage internal risk.• Automated multiple Excel workbooks and optimized macros through VBA, resulting in streamlined and simplified processes.• Remedied over 100 data quality issues related to internal financial technology (fintech) performance and introduced enduring solutions for widespread team adoption.• Employed risk management systems to analyze daily balance sheet discrepancies and promptly adjusted for instances of inflated values.

• Streamlined data management by filtering legacy data from the old operating model and orchestrating a seamless transition to the new prototype data platform.• Designed custom insurance plans using quantitative insights from pharmacy and medical industries, while also conducting weekly quality assurance for critical projects to ensure accuracy.• Executed the migration of 150+ product and insurance plans, ensuring data integrity by detecting and eliminating stale data.

• Led weekly meetings to ensure the incorporation of up-to-date data into company workbooks, particularly in response to substantial drug formulary updates and the decommissioning of drugs due to healthcare policy changes.• Conducted in-depth analysis and testing of Cancer Drug Volatility within the pharmaceutical and medical industries.• Collaborated closely with actuaries to establish pricing strategies based on historical trends, specifically focusing on specialty drug volatility over a decade-long timeframe.• Implemented the substitution of opioids with generic alternatives, contributing to efforts aimed at addressing domestic drug abuse and addiction.

• Contributed to the redesign of the consumer distribution software platform, enhancing the efficient shipment of prescription (rx) medications to customers.

• Collaborated with senior management to collect crucial competitive intelligence, utilizing trend analysis for forecasting, pricing assessment, and competitor monitoring.• Formulated a comprehensive report outlining potential challenges to Independence Blue Cross's future sales strategies.• Produced intricate Excel macro diagrams, synthesizing data for a comprehensive seven-year analysis of hundreds of pharmaceutical products and variations, providing valuable competitive insights.