Led a team of 30 to create 150 hours of financial literacy content distributed across 31 countries, reaching 100,000 students globally. Hosted 7 events / 3000+ live audience members in partnership with private equity, investment banking, and venture capital leaders.

A family office and venture capital firm based in New York that represents approximately 6,300 accredited doctors/high net worth investors/angel investors. Raise capital for and invest in biotech, pharmaceutical, oil and gas, and metals and mining.Researched 1000+ health start-ups and identified the appropriate person to contact from the company for possible investment. Contacted 100+ executives to pitch our VC firm. Helped plan events in New York City to connect startups with our network of investors. Collaborated with an intern team of 8.

$10 million wealth management fund based in Maryland providing business consulting and personal finance consulting services.Composed a 25-page report analyzing stocks, business acquisitions, and alternative investments (real estate, bonds, CDs). Advised on client 401k plans, debt financing, bonds, and mutual funds. Pitched 6 investment plans during weekly meetings. Built models for business valuations and mortgage refinancing.