Experience

MineralTree, Inc.

• United States
• Software Development
• 100 - 200 Employee

• Senior Customer Success Manager

  • Jul 2022 - Present

• Customer Success Manager

  • Mar 2020 - Nov 2022

• Customer Success Associate

  • Dec 2019 - Mar 2020



Investor Group Services (IGS)

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Research Associate

  • Apr 2019 - Nov 2019

  • Generated recommendations for consulting and private equity clients based on analysis of primary quantitative and qualitative research • Designed competitive analysis to determine attractiveness of potential acquisitions • Created and managed research work plans to ensure timely project execution and results • Generated recommendations for consulting and private equity clients based on analysis of primary quantitative and qualitative research • Designed competitive analysis to determine attractiveness of potential acquisitions • Created and managed research work plans to ensure timely project execution and results



SK Consulting

• Miami/Fort Lauderdale Area

• Summer Associate

  • Jun 2017 - Aug 2017

  • Developed investment model based on financial analysis and review of competitive landscape to support multi-million-dollar expansion decision for a global restaurant corporation • Formulated future-state strategy recommendations which were implemented by client and improved operational efficiency by $60M • Socialized strategic recommendations with senior client executives to ensure organizational buy-in • Developed investment model based on financial analysis and review of competitive landscape to support multi-million-dollar expansion decision for a global restaurant corporation • Formulated future-state strategy recommendations which were implemented by client and improved operational efficiency by $60M • Socialized strategic recommendations with senior client executives to ensure organizational buy-in



United Capital Markets, Inc.

• Key Biscayne, FL

• Operations Associate

  • Dec 2014 - Jul 2016

  • Directed financial operations at a market-making investment firm with $750M AUM and was responsible for the successful completion of over $30M in daily trades • Identified and implemented an opportunity to streamline trading operations by analyzing trade patterns and changing how trades were processed, leading to a 20% reduction in overall costs • Analyzed bond and equity portfolios to ensure sufficient free margin to protect against margin calls • Directed financial operations at a market-making investment firm with $750M AUM and was responsible for the successful completion of over $30M in daily trades • Identified and implemented an opportunity to streamline trading operations by analyzing trade patterns and changing how trades were processed, leading to a 20% reduction in overall costs • Analyzed bond and equity portfolios to ensure sufficient free margin to protect against margin calls



E.S. Financial Services, Inc.

• Miami, FL

• Jr. Operations Associate

  • Sep 2012 - Dec 2014

  • Managed a cross-functional project team to migrate critical trade and client data to a new trading platform • Created financial reports that supported the day-to-day operations of the investment bank, including tracking commissions and overall profits and losses • Liaised between the broker dealer and contra-parties to resolve trade and settlement discrepancies • Managed a cross-functional project team to migrate critical trade and client data to a new trading platform • Created financial reports that supported the day-to-day operations of the investment bank, including tracking commissions and overall profits and losses • Liaised between the broker dealer and contra-parties to resolve trade and settlement discrepancies



Espirito Santo Bank

• Miami/Fort Lauderdale Area

• Credit Analyst Intern

  • Jul 2012 - Sep 2012

  • Coordinated and conducted credit analysis underwriting by analyzing a number of complex property appraisals and credit reports. • Administered client support by creating detailed personal financial statements based on tax returns from Brazil, South America and the U.S. • Performed first level credit analysis and underwriting on loans to assure maximized productivity and efficiency. • Coordinated and conducted credit analysis underwriting by analyzing a number of complex property appraisals and credit reports. • Administered client support by creating detailed personal financial statements based on tax returns from Brazil, South America and the U.S. • Performed first level credit analysis and underwriting on loans to assure maximized productivity and efficiency.



Sandra P. Kayal CPA PA

• Miami/Fort Lauderdale Area

• Bookkeeper

  • Jan 2012 - Jun 2012

  • Executed bank reconciliations and assisted in preparing tax returns for clients. • Navigated accounting programs such as QuickBooks and Lacerte to enter checks and deposits. • Executed bank reconciliations and assisted in preparing tax returns for clients. • Navigated accounting programs such as QuickBooks and Lacerte to enter checks and deposits.



Bulgari

• Italy
• Retail Luxury Goods and Jewelry
• 700 & Above Employee

• Marketing Intern

  • Aug 2010 - Mar 2011

  • Strategically analyzed company needs and developed organized, strategic solutions to ensure low costs while responsible for sourcing and ordering visuals for Point of Sales, various magazines and travel retail locations. • Created and maintained a detailed global launch calendar to guarantee a smooth and efficient launch process for various perfumes and colognes. • Oversaw the efficient distribution of collateral to cruise ships and travel retail locations to optimize marketing efforts. • Organized and managed the showroom for new fragrances. Show less