• Product Strategy

• Led project workstreams by designing and conducting analyses, mentoring Associates, and managing internal timelines to prepare and deliver data-driven, strategy-focused client deliverables • Spearheaded West Coast on-campus recruiting efforts, led SF office mentor program designed to onboard new-hires, and collaborated in planning community service events

• Leveraged IQVIA's large longitudinal patient datasets using SQL and Excel to generate insights for launch planning support, payer segmentation and contracting, and national health policy impact analyses• Supported project teams in the creation of client deliverables (PowerPoint decks, Excel dashboards, etc.) in order to answer clients' key business questions

• Led marketing team that developed new marketing strategies for client• Initiated the development of our group's final deliverable and pitch deck• Researched potential advocates, corporate partnerships/sponsorships, and qualifications for non-profit grants• Streamlined ticket purchase process by integrating Eventbrite into organization's Facebook page, which helped organization outperform ticket sales projections by 76%Previously: Project Analyst

• Analyzed Tax Reform implications on net operating losses and operating expense strategies by using Bloomberg Tax and other secondary research sources to deliver a memo for internal managing director• Researched M&A transaction tax treatments by comparing financial benefits of asset sales and stock sales using Bloomberg Tax to provide best practices for buy-side and sell-side clientele; presented findings to MDs• Organized international client financial data across multiple workbooks in Excel

• Created a competitive benchmarking analysis framework by comparing key customer purchase criteria (e.g., pricing, product selection, product quality, location) through secondary research to identify market positioning and differentiation points• Analyzed 5+ third-party loyalty program vendors across price, reward personalization, and customer analytics capabilities to deliver a purchase recommendation to company leadership• Assisted in Instagram content curation by researching best practices which led to 7 posts and 33,000+ total impressions

• Initiated company's new website design and interface after conducting a competitive analysis to increase user acquisition at a decreased cost• Analyzed two case studies on clients' receptivity upon implementation of Made Market's CRM platform• Researched and updated company's HubSpot database• Tested demo version of CRM platform for bugs in order to improve user experience• Vetted resumes of applicants and conducted phone interviews with candidates

• Reviewed Operating Agreements, Articles of Organization, Agreements of Limited Partnership, and Articles of Incorporation in order to document information on 25+ entities for a case.• Reviewed, documented, and cross checked phone logs, airplane logs, e-mails, and personal notes for a case.• Read through the Stipulation of Facts, Petitioner's Request for Admission, and Response to First Request for Admissions for a case.• Attended two meetings related to the case.• Looked through closing documents for a loan agreement and attending the closing.• Researched trial judges nominated for Alabama's Trial Judge of the Year.• Sorted and filed documents.Reference: Frank J. Stakely (334-206-3150)