Customer Success Management - Financial Services

Selected to be a consultant of a one-year pro-bono consulting project to conduct a feasibility study and create a strategic business plan for the development of a new program at a Northern Virginia non-profit. The non-profit provides comprehensive bilingual and culturally competent services to youth in Northern Virginia.

- Consolidated Video on Demand (VOD) client summaries & contracts- Conducted Industry Research and Market Summaries for the creation of competitive analyses- Reconciled volume deals and client accounts for the creation of long-term sales forecasts

- Participate in weekly “Market Talks” by studying recent market trends and economic data among all asset classes such as equities, fixed income and commodities to provide an outlook on the U.S. market- Engage in learning workshops covering advanced financial conceptions such as valuation methodologies, credit spreads, multiples, and portfolio management- Team up with Executive Board to assist other students with mock interviews and resume/cover letter critique

- Led team of five in a consulting competition organized by the Lan Kwai Fong Group - Elaborated and presented a proposal for the economic development of Hong Kong’s central district- Won first place in the competition and discussed findings with association’s CEO Allan Zeeman

• Led team in Business competition organized by Google. Team created innovative social mobile application with business model. Created and presented idea to the public.