Analyst

• Oct 2021 - Present

Investment Analyst

• Feb 2021 - Jun 2021

- Developed a market research report on the emerging trends in Fintech and compiled a list of 75+ prospective Pre-Seed, Seed, and Series A companies for potential investment - Conducted industry and financial due-diligence on multiple deals and upon request - Attended “pitch calls” from founders and summarized the findings to further assess the investment opportunity - Developed a market research report on the emerging trends in Fintech and compiled a list of 75+ prospective Pre-Seed, Seed, and Series A companies for potential investment - Conducted industry and financial due-diligence on multiple deals and upon request - Attended “pitch calls” from founders and summarized the findings to further assess the investment opportunity

Team Lead, Property

• Jul 2019 - Aug 2020

- Coached and managed a team of five brokers- Responsible for conducting regular team meetings, 1 on 1 meetings, and performance reviews with team members- Responsible for interviewing and hiring new candidates - Maintained a full pipeline of new business leads and actively on-boarded new clients- Experience working with and presenting to C-level executives- Worked with our product managers and developers to improve the overall customer experience for the Hospitality and Property industry Show less

Customer Success Manager

• Jul 2018 - Jul 2019

- Established and scaled the Property and Casualty department - Managed a pipeline of inbound leads to convert prospects into customers – consistently achieved sales targets - Established new insurance partnerships and grew existing partnerships/relationships to expand our product offerings - Created the Zensurance employee on-boarding presentation for the company and delivered it to new employees to educate them on our history, operations, vision and values

Assistant Underwriter

• Jun 2017 - Jun 2018

- Helped to process and issue insurance policies for brokers and insurance companies - Assisted in managing a book of business and developing/maintaining broker relationships - Organized a charity event to fundraise for The Hospital for Sick Children - Helped to process and issue insurance policies for brokers and insurance companies - Assisted in managing a book of business and developing/maintaining broker relationships - Organized a charity event to fundraise for The Hospital for Sick Children

Wealth Management Summer Intern

• Jun 2016 - Aug 2016

• Cold called prospects to generate new business leads • Managed social media accounts for advisors • Ensured a positive client-advisor relationship was maintained • Cold called prospects to generate new business leads • Managed social media accounts for advisors • Ensured a positive client-advisor relationship was maintained