Business Consultant – Social Impact Communications Agency
• Oversaw project coordination across 3 organizational projects, including deadline tracking and progress management via Asana
• Created a comprehensive template for communications strategy planning that included communications objectives, organizational goals, target audience information, tactics, content pillars/ suggested content categories, content voice, call-to-actions, & success metrics
• Sourced nonprofit RFPs for the Founder/ Chief Creative Officer that aligned with the mission and work of the client organization and initiated the structuring and writing of RFP proposals for submission
• Collaborated with campaign manager to create a tracker in Airtable that reflected over 50 goals across the organization Strategic Planning- Nonprofit Association of Organizations
• Assisted in defining preliminary areas of strategic focus for a Philadelphia-based professional membership organization to complete a comprehensive stra

• Provided crucial analysis, recommendations, and leadership over financial reporting, budget establishment and reporting, cost allocation and recovery, and key systems oversight
• Identified and highlighted potential financial risks and growth opportunities by driving profitability while providing financial and analytical insight to supported legal practices
• Understood the firm's financial standing to assist with the development of client pricing and profitability models and rate structures by evaluating current and historical financial data
• Facilitated business processes as needed and ensured legal operations were carried out effectively by coordinating with various administrative functions across the organization
● MARFO

• Successfully supported the operational, client satisfaction, and revenue objectives of a Wealth Management Firm by providing adept research and analysis support to financial advisors in managing client accounts
• Effectively assisted 4 financial advisors with an average of 100 clients in all facets of client account management, including initiating and monitoring account opening, asset transfers, and portfolio changes
• Maximized client retention through proactive monitoring and reporting, including data gathering and analysis to produce performance reports, explaining outlying data and reconciling client accounts
• Independently managed the monthly review and reconciliation of a portfolio of 500+ accounts, with a focus on ensuring the portfolio is aligned with asset allocation/risk tolerance agreement
• Assisted financial advisors in preparing portfolio reviews for client meetings, including developing financial planning recommendations and plans for implementation and portfolio

• Initiated and maintained a pipeline of 300+ account requests through to completion while effectively identifying and mitigating operational risks
• Effectively worked in tandem with project managers, credit experts, document negotiators, and risk teams to ensure operational objectives were met
• Contributed to client retention and satisfaction by efficiently managing time-sensitive projects for high-profile clients requiring immediate and undivided attention
• Ensured continued compliance with global regulatory requirements (AML, EMIR, FATCA, etc.)
• Assisted the business unit with the tools and processes that allow the firm to service clients' investment needs and promptly resolve client issues
• Established and maintained effective relationships with senior management across various internal departments globally to deliver exceptional operational service
• Facilitated new hire training sessions for 6 team members as senior-most Client Captain of the New York Asset Management