- Conducted targeted informational interviews within BNP’s asset servicing department, informing the creation and enhancement of comprehensive operation models. - Streamlined understanding of information flow, particularly in illustrating the journey of client trades through BNP’s banking software system. - Enhanced expertise through a week-long program at BNP’s New York office, gaining hands on experience in banking processes, security types, and market trend identification. - Received valuable guidance from a seasoned UBS professional on navigating banking regulations and identifying market trends for effective analysis.

- Ensured compliance with legal and city regulations, guiding the fraternity president to make decisions in the organizations best interest and maintaining good standing for members.- Led and motivated a diverse executive board, driving successful completion of responsibilities and fostering growth by developing opportunities for potential new members.

- Conducted weekly outreach to potential clients, engaging in comprehensive financial planning discussions, reaching out to over 150 potential clients.- Utilized current data to enhance financial insights and facilitated collaborative meetings with senior advisors for tailored financial solutions.