Used PowerBi, Excel, and Alteryx to automate 200+ hours of tedious tasks, increasing efficiency of team and creating framework for implementation across firm
Daily communication with clients, trading desks, sales desks, and middle office groups
Reconciliation and analysis of financial discrepancies, position breaks, corporate action bookings, and reporting
Developed analytical models that improved forecasting accuracy, reduced risk exposure, and provided more insight into performance metrics
Business Management Intern
GEICO
06.2022 - 08.2022
Managed and led team of six interns throughout program
Ranked as Top Intern out of 12 by end of program.
Analyzed customer and policy data
Managed and led team of six interns throughout program.
Presented proposals to executives and upper management.
Two proposed solutions were implemented and resulted in improved internal processes.
Implemented solutions resulted in over $500,000 in savings through improved organization structure and tactical cost reductions.
Business Development Intern
HTx Advisors
05.2021 - 10.2021
Performed data collection and analysis for potential acquisition.
Penetrated targeted accounts to gain information on the market.
Networked among local business and community organizations to develop leads.
Identified, contacted, and conducted interviews with industry experts.
Summarized and analyzed data into presentable information for market entry strategy.
Team led by former McKinsey partner and former S&P 500 COO.
Culminated in M&A decision which prevented the loss of time and resources for the company.
Independent Contractor | Sales
OneThirtyFive / Kickfurther
09.2021 - 04.2022
Assisted partnered companies with finding new clients, developing higher-quality contacts, and setting up demo meetings.
Consulted with customers to assess their inventory needs and propose our financing solutions.