Established and documented compliance processes and procedures.Reported compliance matters to the Chief Compliance Officer (CCO) and managed registrations of new advisors, including changes to their registration information.Ensured maintenance and monitoring of KYP and KYC information, along with AML reporting and the review of Outside Activities.

Bridged current cohort with global alumni network, managing and developing a comprehensive Excel database for seamless communication, networking, and program enrichmentAnalyzed multivariate datasets in the industrial sector, tracking fiscal and monetary data to assess its impact on U.S. equities and our holdings

Applied fundamental, quantitative, and ESG analysis to identify and recommend potentially undervalued stocks to the investment committeeActively contributed to the fund by providing in-depth holdings reviews, sector overviews, and stock pitchesAnalyzed multivariate datasets in the industrial sector to recognize trends and anomalies, supporting portfolio decisions

Initiated, conceptualized, and launched a recycling firm, conducted competitive market research, developed strategic plan, and secured debt and government issued funding, leading to sales revenue growth. Utilized data analysis to monitor zinc prices on the London Metal Exchange (LME) and track foreign exchange (forex) markets, identifying macroeconomic trends to optimize international transactions and maximize profit margins

Devised financial plans for wealthy individuals’ investments given their financial position, returning 21% for the year

Gathered data from 24k students and organized it in Excel spreadsheets for efficient tracking and analysis

Led a team of 30 students in all aspects of incorporating, operating, and liquidating a soap manufacturing company focused on recycling coffee waste to manufacture soaps; achieved an ROI of 205%.

Spearheaded a team of 25 students to oversee the inception, operations, and eventual dissolution of a student-run company specializing in manufacturing multifunctional load carriers from recycled cane materials (ROI 33%)