Apr 2020 – Present · 5 yrs 11 mos

• Host LIVE daily audio streams educating 275,000+ listeners on opportunities in the stock market, real estate, & crypto
• Build pitchbooks, oversee firm marketing, and manage social medias
• Recruit, interview, hire, and train employees
• Responsible for revenue, operations, legal, compliance, and risk

Jan 2020 – Present · 6 yrs 2 mos

Jan 2020 – Present · 6 yrs 2 mos

Jun 2019 – Apr 2020 · 10 mos

• Researched and evaluated new Versa investment opportunities in North American- based businesses with revenues of $50 million to $1 billion specializing in distressed asset targeting
• Provided daily portfolio maintenance to nine portfolio companies encompassing over $1.3 billion of assets
• Analyzed earnings reports, webcasts, and call transcripts from industry leaders in each portfolio sector on a quarterly basis to determine strategic business opportunities available to portfolio companies

Sep 2018 – Apr 2019 · 7 mos

• Supported three teams of Private Wealth Advisors managing over $5 Billion in assets and maintaining relationships with 50+ ultra-high net worth individuals and institutional clients
• Analyzed custom portfolio reviews utilizing proprietary software to incorporate detailed historical performance reports, economic and financial market outlooks, and optimize asset allocation breakdowns
• Conducted extensive due diligence on new business opportunities by identifying strategic funding and liquidity events for individuals, companies, and select foundations

Sep 2017 – Apr 2018 · 7 mos · Radnor, Pennsylvania

• Performed routine tie-out process of all of TIFF’s semi-annual and monthly holdings reports to ensure all securities, valuations, and shares data were represented fairly and correctly for current and prospective clients
• Streamlined the entire Operations and Compliance Due Diligence process, which consisted of tracking visits needed to be scheduled for all managers, communicating with managers to complete our Due Diligence Questionnaire, and moderating debrief calls to inform all coworkers
• Various tasks such as analyzing changes in valuations of real estate properties by examining their quarterly and year-end financial statements and keeping a daily track of a certain percentage of our common stocks that needed to be held in case a client wanted to redeem but was invested in any of our illiquid securities

May 2017 – Dec 2018 · 1 yr 7 mos

• Designed, created, and edited resumes, cover letters, LinkedIn profiles, and job applications
• Guided college and high school-aged students through the entire interview process including interview question preparation, prior and post employer email composition, and other professional services.
• Provided employer analyses detailing key financial information, leadership details, company goals and more, providing our clients with valuable insight into what companies are searching for

May 2014 – May 2018 · 4 yrs · Greater Philadelphia Area

• Unanimously voted by the ward committee as the Chair for the 24th ward Young Politicians
• Served as a liaison between the municipality and the community
• Endorsed and voted upon candidates for Ward Leader
• Represented a wide variety of community interests and meet regularly under the Ward Councilor
• Engaged the community, communicating their interests properly, while holding the municipality accountable
• Made representations and recommendations for any conflict affecting our ward