Dynamic self starter with 5+ years in financial services. Aspiring economist and outdoorsman interested in socioeconomics and sustainable finance models products. Market research and consumer sentiment is my forte. Committed to creating investment products that are profitable, accessible and best serve the values of our community.
• Assisted with tax preparation strategies, optimizing reporting processes, and saving the foundation an estimated $25,000 annually in accounting fees.
• Assisted in the implementation of new auditing procedures, contributing to a reduction in operational risk across key accounts.
• Restructured client portfolios in response to market fluctuations, increasing client satisfaction rates by 25%, and boosting portfolio performance.
• Designed financial plans for over 10 high-net-worth clients, optimizing asset allocations and increasing revenue opportunities by 18%.
• Improved cross-department collaboration by optimizing internal scheduling workflows, reducing meeting delays by 30%.