I am a highly accomplished and passionate Business Professional, I excel in driving business growth and delivering exceptional client service. My expertise lies in building strong client relationships, executing complex transactions, and developing innovative financial models. I thrive in fast-paced environments, leveraging my intellectual curiosity and independent thinking to drive results.
Clients and colleagues know me as a high-performing and proactive Business Professional who consistently delivers exceptional results. They appreciate my ability to manage multiple projects, meet deadlines, and provide insightful financial analysis. My advanced knowledge of accounting and finance, combined with excellent communication skills, makes me a valuable asset to any team. I am a skilled leader, adept at managing junior team members and collaborating with senior associates to drive business success.
My key areas of expertise include:
Accounting, Capital Raising, Data Analysis, Valuation, Transaction Execution, Supply Chain Management, Due Diligence, Client Advisory, Strategic Thinking, Forecasting, Time Management, Deal Origination, Problem-Solving, Financial Data Management
A few of my career highlights include:
✦ Developed and modeled financial statements that forecasted significant revenue growth within at UnisBrands. Established efficient distribution networks and manufacturing facilities, reducing production time.
✦Delivered outstanding results in client portfolio management, compliance, and customer satisfaction at New York Life Insurance, earning recognition as a top-performing agent.
✦Conducted in-depth research and analysis of the U.S. and global economic environments, assessing potential impacts on client portfolios, and successfully managed $3 million in client assets at New York Life Insurance.
✦Regularly reviewed the S&P 500 and Dow Jones Industrial Average, making precise investment decisions and accurately forecasting future economic trends at NYLife.
✦Served as Commencement Speaker at Pennsylvania State University in 2022 and delivered a keynote speech at the Sustainability Conference in 2021.
✦Sponsored the Capstone Engineering Project at Pennsylvania State University (2021-2022), promoting innovation and collaboration, and received the esteemed John Roe Sustainability Award in 2020.
✦Delivered a keynote address at the Global 3D Printing Conference in Hong Kong in 2018 and was awarded a U.S. Process Patent the same year.