- Managing a $2k+ student-run and managed portfolio- Facilitating stock pitches for the associate investment team- Creating an engaging finance curriculum for the analyst freshman cohort- Enabling mentorship between the associate and analyst cohorts- Maximizing recruiting opportunities for the associate investment team

Chosen as one of 20 out of 60 Applicants at the McCombs School of Business.-Presented a long position on CROX stock, which passed with over 50% of the team's support.-Engaged in LBO and M&A curriculum to gear up for IB recruiting-Created multiple DCF models and pitch decks to calculate and present fair value of investments based on a unique investment thesis.

- Coordinated project progress between finance, executive, and marketing teams to reach objectives. - Oversaw re-development of the artist's brand identity by coordinating a photoshoot, logo design, and website.- Planned allocation of a $2K+ budget for artist's music production and marketing needs.

- Applied the organization's finance, accounting, and valuation curriculum, winning the Analyst Group Stock Pitch with position LONG: FVRR.- Created and presented a charity pitch deck and SROI model to quantify impact investment opportunity in Unlimit Health, winning final competition (Texas Charity Pitch).-Engaged in Symposiums on DCFs, M&A Acquisitions, Stock Pitches.

- Procured a gift-in-kind contract for a ZoomInfo sales data tool valued at $25K, facilitating direct contact with corporate prospects.- Established a relationship with SLB Global Talent Acquisition department to discuss a potential 2024 title partnership worth $50K+.

Worked with the Resource Development team on a campaign to raise over $1,000,000 in unrestricted funding for East Harris County Empowerment Council. My role at the organization involved developing unrestricted funding through employer and corporate-based initiatives.- Created a case for support to communicate the needs and opportunities for various stakeholders engaged with the organization.- Developed campaign and donor stewardship collateral to maximize donations during the campaign.- Enhanced the marketing message to translate the organization’s value proposition into a social impact investment for corporations and their shareholders.- Developed a modernized fundraising strategy with projections to exceed our fundraising goal by up to 4x.- Collaborated with the RD consultant to create and finalize a pitch deck to concisely convey our offering to corporate donors.- Implemented processes to automate the site visit process and enable visitors to schedule a tour, saving the organization approximately 5 hours a week in administrative work.- Utilized Miro to create workflows visualizing processes.- Conducted zip-code-specific research on poverty and food insecurity with data retrieved from census.gov, comparing the data to Harris County and US averages to illustrate the area's inequitable socioeconomic state.- Utilized ZoomInfo to obtain corporate contacts, find company data, and support the RD consultant’s efforts in building corporate relationships.

Self-started and managed a team of video production specialists to drive initial concepts to a finished product. Worked to create a cohesive video marketing and brand strategy to ensure maximized brand awareness and return on marketing investment. Experienced working with over 100 small businesses to enhance branding and marketing output.