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Work Background
Founder, CEO
NugreenFounder, CEO
Jan. 2024Get access to loan financing and financial incentives for sustainable projects via a single online platform. Built for organizations that are ready to realize their green infrastructure plans.
Company Owner
Watt Energy ConsultingCompany Owner
Jan. 2020Philadelphia, Pennsylvania, United StatesProviding strategic advising and financial solutions for sustainability projects.
Strategic Consultant
Quoin Capital LlcStrategic Consultant
Jan. 2019 - Jan. 2021Greater Philadelphia Area• Designed a multi-faceted investment strategy for Quoin Capital to enter a new and rapidly growing business sector • Conducting due diligence related to the creation and operation of a new business in this sector • Financial valuation of direct investment opportunities in this new sector and its complementary sectors • Evaluating potential equity investments, including the creation of a Special Purpose Acquisition Company (S.P.A.C.) investment vehicle • Sourcing and analyzing joint venture opportunities across the globe
Marketing Manager
M&T BankMarketing Manager
Aug. 2017 - Dec. 2018Buffalo, NY• Managed $2 million annual marketing budget and optimized advertising use for a savings of $50,000 in 2018 • Launched a new product, a small business credit card, that had 70% conversion rates, higher than any other Consumer Lending product at the bank • Collaborated with the Customer Analytics team to create new analytics reports that led to a 25% increase in acquired customers • Integrated new to bank digital marketing tools that increased click-through rates by 267% • Managed both internal marketing and paid media strategies that utilized tools such as Google Adwords and Facebook
Global Investment Banking Summer Associate
RBC Capital MarketsGlobal Investment Banking Summer Associate
Jun. 2016 - Aug. 2016Greater New York City AreaCommunications, Media, and Entertainment Group
Private Wealth Management
Merrill LynchPrivate Wealth Management
Sep. 2012 - May. 2014Greater Los Angeles AreaHold Series 7, Series 66, and California State Insurance licenses Manage advisory business implementation and rebalancing portfolios Create and implement long term asset allocation within the context of client’s risk tolerance Develop customized investment strategies for individuals and small businesses Serve as key liaison to intermediaries and client’s lawyers, CPAs, and business managers Identify business growth opportunities for my 9 person team which manages over $1 billion in assets Serve as coach and mentor for more junior team members Execute and reconcile trading and other investment related transactions
Account Manager
Icon InternationalAccount Manager
Jun. 2007 - Jan. 2010Greater Los Angeles AreaManaged the transactional base of accounts for Icon in several countries Identified significant growth opportunities in the U.S. and overseas Executed extensive outbound calls to generate leads and to reach out to clients about renewal business Served as the exclusive sales representative for clients in the U.K., Australia, The Middle East, and Asia Regularly exceeded revenue targets that were tracked on a monthly and yearly basis Worked various shifts to offer timely service to foreign clients in different time zones Coordinated stages of work between various departments and outside sales representatives Upsold and influenced customers to meet revenue goals
Graphic Specialist
The Boston Consulting GroupGraphic Specialist
Jun. 2005 - Jun. 2007Developed messaging to win new business through the design of Power Point presentations
Educational Consultant
Business OwnerEducational Consultant
Dec. 2002 - Oct. 2013Taught students of various ages time-management and organizational skills Organized and taught writing seminars Tutored multiple subjects including English, History, Spanish, Science, and SAT prep Trained to work with students with learning disabilities Created custom curriculums for students Successfully motivated students and built confidence which yielded grade and skills improvements in every case Managed own tutoring business including marketing, expenses Interfaced with school administrators, principals, and parents
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