Lasha Mchedlidze

Devised and executed tailored tactical strategies that successfully generated a significant inflow of $150 million in new capital.

Developed and maintained strong relationships with top-tier Morgan Stanley financial advisory teams, exceeding $1 billion in assets under management, contributing to business growth.

Enhanced sales opportunities for the Virtual Engagement Program, driving growth while delivering high-impact, subscription-based consulting services.

• Developed client and prospect communications with a focus on enhancing client retention and driving business growth, while optimizing engagement and conversion rates.
• Proactively sourced over 1,000 new prospects biweekly, expanding the client base, and fostering future business relationships.
• Identified and capitalized on tax-loss harvesting opportunities, providing clients with tax optimization strategies.
• Leveraged advanced analytic tools to generate comprehensive reports on risk exposure, enabling more informed decision-making.
• Executed SEO initiatives, resulting in enhanced discoverability.

• Won 1st place in M.D. Sass's Equity Research Competition, outperforming 15 competing teams.
• Executed cash flow projections, conducted industry analyses, developed financial models, and presented valuation reports on public companies.
• Created strategies to monitor, analyze, and forecast operational data trends, optimizing cash flow forecasts.