Experience

Longfellow Investment Management Co., LLC

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Associate

  • Jun 2022 - Present

  • Responsible for client reporting, performance attribution analyses, On/Off boarding process for new and existing clients and RFP coordination. • Creating and analyzing audit reports and compliance certification. • Working closely with various departments such as: Portfolio Managers, ESG, Operations, Compliance and Marketing to create monthly, quarterly and annual reports for all portfolios. • Writing commentary on portfolio positioning. • Updating and creating new deliverables and procedures for client and consultant requests. • Working on quarterly performance characteristics on each composite. • Updating Longsheets every quarter. • Generating estimated fees for large portfolios • Reaching out to potential equity clients and scheduling meetings with them to talk in more detail about our strategies and products. Show less



First Indemnity Insurance Agency, Inc

• United States
• Insurance
• 1 - 100 Employee

• Operations Associate

  • Nov 2021 - Jun 2022

  • Evaluated and processed information about potential clients (i.e., Loss Run Report, Previous Insurance History, Business Application, etc.) • Developed underwriting software to analyze the risk profile of potential client • Analyzed data and made an informed decision whether or not insurance coverage should be offered to an individual or firm, developed solutions to reduce the risk of paying future insurance claims. • Responsible for binding and issuing policy, processing check and creating file for client. • Created strategies to raise brand awareness and generate more leads through improving website and social media presence. • Held weekly meetings to discuss marketing analytics to better understand the result of each campaign and to make a decision. • Partnered with E Leads Pro software to market through LinkedIn and target our perfect clients without wasting company time and energy. • Creating strategic thinking and bringing new ideas for Professional Insurance best practices, researching the latest advancements in trends, emerging pattern, and their applicability to our products and services. • Creating Financial strategies to help with forecasting, revenue generation and budgeting for the firm. Show less



Anne Fontaine

• France
• Retail Apparel and Fashion
• 100 - 200 Employee

• Management Consultant

  • Jan 2021 - May 2021

  • Created and gathered primary research reports through surveys, market analysis, and interviews to improve the brand position among US consumers between the ages of 21 and 65. • Helped analyze and present monthly KPIs to the SEO team and contributed in research and development of weekly SEO newsletters to have a more responsive customer base. • Consulted with senior management to understand the luxury fashion industry and its competitive landscape. • Optimized the existing outdoor campaign advertising strategy for the marketing team by running careful demographic analysis, targeting niche customer groups that showed promising engagement. Show less



CIB Egypt

• Banking
• 700 & Above Employee

• Corporate Treasury Operations

  • Sep 2020 - Dec 2020

  • Ensure a seamless operation’s delivery platform for the Treasury Businesses, and adherence to NBE’s regulations with respect to foreign currency transfer (cross border transactions) through timely and zero-defect transaction processing. • Recommend process improvements techniques to reduce cycle time and handle higher volumes with the existing resources as well as drive technological initiatives and implement the plans to build in process efficiency in operations. • Identify trade discrepancies as well as mitigate the risks related to the trade life cycle. • Developed and implemented technology solutions for automation of existing manual reports and processes. Show less



ConnectED Mobile

• United States
• Telecommunications

• Marketing and Financial Consultant

  • Jul 2020 - Sep 2020

  - Worked with a fully remote team to strengthen the business on global scale - Gained more international experience in doing deals with US based companies - Brokered two deals with educational consulting firms based in Asia - Worked on raising awareness of company offerings to students and administrators in educational institutions around Boston - Created strategies to overcome Financial hurdles and helped prepare income statements and balance sheets to present to investors. - Worked with a fully remote team to strengthen the business on global scale - Gained more international experience in doing deals with US based companies - Brokered two deals with educational consulting firms based in Asia - Worked on raising awareness of company offerings to students and administrators in educational institutions around Boston - Created strategies to overcome Financial hurdles and helped prepare income statements and balance sheets to present to investors.



Hapag-Lloyd AG

• Germany
• Maritime Transportation
• 700 & Above Employee

• Procurement and Customer Service Coordinator

  • Jun 2019 - Aug 2019

  • Responsible for procurement in the Terminal & Port Services department for all marine related activities. • Worked closely with the procurement directors to understand maritime related costs which contributed to the overall business costs. • Actively used Salesforce and created and handle opportunities and strategies. • Prepared rate quotations and coordinated with the Trade Management department for requests for quotes (RFQ’s) and new service contract proposals. • Responsible for procurement in the Terminal & Port Services department for all marine related activities. • Worked closely with the procurement directors to understand maritime related costs which contributed to the overall business costs. • Actively used Salesforce and created and handle opportunities and strategies. • Prepared rate quotations and coordinated with the Trade Management department for requests for quotes (RFQ’s) and new service contract proposals.



Arthur M. Blank Center for Entrepreneurship

• Self Employed

  • Sep 2018 - Jan 2019

  At Babson College the Arthur M. Blank Center for Entrepreneurship was a place where all entrepreneurs went to network and learn skills to apply to their businesses. This center at Babson College guides students to start businesses that are long lasting and well thought out. The center provides with mentors that follow up with students businesses and help them make reachable goals. They also short list internship opportunities so a student can get more hands on opportunities. At Babson College the Arthur M. Blank Center for Entrepreneurship was a place where all entrepreneurs went to network and learn skills to apply to their businesses. This center at Babson College guides students to start businesses that are long lasting and well thought out. The center provides with mentors that follow up with students businesses and help them make reachable goals. They also short list internship opportunities so a student can get more hands on opportunities.



Shahan Trading Company

• India
• Retail

• Self Employed Entrepreneur

  • Sep 2016 - Aug 2017

  Opened my own startup in high school to get more experience in imports and exports on an international scale. Frequently got remarks about my age, but I still managed to close a couple international contracts of modest size with Egypt, Pakistan, Italy and Portugal. This experience was very important for me to further expose myself to the yarn and cotton businesses and different cultures. However, I began noticing the scale I had to achieve in order to thrive in that business and I quickly realized I had to go to college in the US to further polish my skills. Show less



Navigator Egypt

• Egypt
• Maritime Transportation
• 1 - 100 Employee

• International Logistics Intern

  • Jun 2016 - Jul 2016

  - Gained a deeper understanding of how international freight forwarding logistics work - Conducted basic due diligence on potential shipping partners - Helped comprise the documentation needed for customs clearance on cotton, yarn and steel - Assisted in calculating the most cost effective shipping alternatives - Gained a deeper understanding of how international freight forwarding logistics work - Conducted basic due diligence on potential shipping partners - Helped comprise the documentation needed for customs clearance on cotton, yarn and steel - Assisted in calculating the most cost effective shipping alternatives