Developed key skills in client relationship management and strategic planning within fast-paced environment. Seeking to transition into new field by leveraging strong communication and problem-solving abilities. Aims to bring value through effective coordination and client-focused strategies.
• Conducted research and analysis on best practices for advancing diversity, equity, and inclusion (DEI) initiatives within asset and wealth management firms.
• Proposed enhancements such as formalized mentoring programs, expanded employee resource groups, and comprehensive allyship training.
• Firmed adopted several suggested programs focused on leadership development and equitable access to career mobility
opportunities.
• Produced project deliverables analyzing costs and benefits of various state regulatory models to inform national-level decision making Conducted virtual presentations for the Cyber Security division.
• Collaborated with returning Interns and created a spreadsheet about our wages to present to new interns.
• Developed and presented a final project to 10 members of senior management on federal and state data privacy issues currently under discussion.