• Daily review and understanding of valuation models for pricing and validation of all investment assets• Maintain through Bloomberg a growing list of 100+ SPACs and communicate with custodians on the entire detachment process, leader of project in order to automate this process internally cutting down total time taken by 50%• Complete settlement of trades worth millions with four custodians and various brokers for fixed income, equity, and private placement securities

• Coaching, motivating, and leading the team to drive sales that deliver exceptional customer service• Communication with the team in order to create a weekly schedule for the upcoming work weekUse programs such as Power BI in order to track and analyze the stores performance • Store achieved target sales goal every month during tenure

• Ensure high levels of customer satisfaction by being knowledgeable on offered products and trends • Deliver sales, outstanding customer experience, and operational expectations

• Handled cash and balanced a drawer daily • Trained new interns by demonstrating the behavior and duties asked of them • Created and presented topics regarding financial literacy, like credit and debit cards, budgeting, and student loan management, to classrooms of 20+ students