Experience

TCG, a HUB International company

• United States
• Financial Services
• 1 - 100 Employee

• Project Intern

  • Aug 2021 - Present

  •Attended to daily distributions of 403(b), 457, and FICA retirement accounts Up to 100-150 individual documents processed per day •Organize and direct dozens of calls daily client calls and meetings to partners, financial services team, and customer services team as directed •Organize & track payments to clients for accounting department by distributing to clients daily, Amounting to 350,000 -800,000 USD •Attended to daily distributions of 403(b), 457, and FICA retirement accounts Up to 100-150 individual documents processed per day •Organize and direct dozens of calls daily client calls and meetings to partners, financial services team, and customer services team as directed •Organize & track payments to clients for accounting department by distributing to clients daily, Amounting to 350,000 -800,000 USD



The University of Texas at Austin

• United States
• Higher Education
• 700 & Above Employee

• Resident Assistant

  • Aug 2019 - Present

  • Engaged with and mentored 60 residents to build strong community environment and develop leadership skills • Collaborated leveraging Microsoft Teams to create programs for 1,148 residents to promote learning and college proficiency • Filed bi-weekly reports to supervisor concerning residents’ wellbeing and project/program implementation • Engaged with and mentored 60 residents to build strong community environment and develop leadership skills • Collaborated leveraging Microsoft Teams to create programs for 1,148 residents to promote learning and college proficiency • Filed bi-weekly reports to supervisor concerning residents’ wellbeing and project/program implementation



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Analyst

  • May 2021 - Jul 2021

  • Created alternative investment portfolio for high wealth individuals through equity analysis and portfolio management • Researched and analyzed performance and risk of each stock to allocate each percentage weight of the asset in the portfolio • Scheduled and lead weekly meetings with management to present weekly deliverables on portfolio progress • Portfolio was presented and approved by the manager and was going to be expanded upon to be presented to future clients • Created alternative investment portfolio for high wealth individuals through equity analysis and portfolio management • Researched and analyzed performance and risk of each stock to allocate each percentage weight of the asset in the portfolio • Scheduled and lead weekly meetings with management to present weekly deliverables on portfolio progress • Portfolio was presented and approved by the manager and was going to be expanded upon to be presented to future clients



The Beacon Fellowship

• United States
• Higher Education
• 1 - 100 Employee

• Consultant

  • Jun 2019 - Jul 2019



vendi

• United Kingdom
• Software Development
• 1 - 100 Employee

• Member of Consulting Staff

  • Jun 2019 - Jul 2019

  • Worked as a consultant with a team of 20 people for UK-based E-Commerce startup Vendi • Guided team in developing GTM strategy for secondhand devices identifying strategic cities for pilot implementation • Conducted market sizing estimation and research on key competitors in secondhand marketplaces • Delivered weekly reports to clients concerning updates & recommendations for GTM strategy • Designed marketing strategy for customer acquisition, including estimating impact and cost for each channel used Show less