Drives full-cycle sales and initiatives of eco-friendly hot and cold cups, containers, and cutlery byengaging with 1,000+ U.S. venues per week such as coffee shops, supermarkets, and stadiums.Pitches and won new accounts with Chelsea Piers, Pats Peak Ski Area, and Madman Espresso.Conducts 75-100 cold calls, distributes 1,000+ emails per week and closes deals (average $60K) withtargeted business owners, Heads of Procurement, Sustainability Officers, and Supply Chain Managers.Responds to RFPs, create presentations, gives live pitches, travels throughout the Northeast territory.Collaborated with AE’s to create an Excel model that empowers sales team to strategically set pricing.Tracks leads in HubSpot and presents pipeline reports to senior executives with probability and forecast.

Built financial forecasts, profit and loss (P&L) reports, and discounted cash flow (DCF) for portfolio.Spearheaded capital raises for 10 portfolio companies by conducting comprehensive outreach andvaluation analysis, successfully securing investment opportunitiesDeveloped a database of VC firms specializing in construction technology and property technology

Held 3 roles with the bank during: Summer 2022, part-time 2022-2023 school year, and Summer 2023.Boosted overall wealth planning uptake from 22% to 60% by engaging with 150 Financial Advisors.Consulted with clients to learn their financial goals, offer solutions, and achieve account satisfaction.Led clients’ digital experience with The Lipski Group team to create easy visibility of assets in accounts.

Recruited, hired, trained and managed 6-person Customer Experience team at new EWR location.Communicated with 15 pilots, 4 drivers, and tote taxi team for timely helipad-to-airport transfer service.

Analyzed 25+ earnings calls and collaborated with and advised Senior Investment Analyst on next steps.Researched 30 stocks the firm follows and presented recommendations to Chief Investment Officer.

Learned to compare mutual funds with similar investment objectives by analyzing ~10 funds at a time and speaking with Senior Vice President of Wealth Management about which to invest inAssisted in preparation of monthly account statements; responsible for organizing and distributing to clients