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Work Background
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.
Watt Energy ConsultingCompany Owner
Jan. 2020Philadelphia, Pennsylvania, United StatesProviding strategic advising and financial solutions for sustainability projects.
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
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
RBC Capital MarketsGlobal Investment Banking Summer Associate
Jun. 2016 - Aug. 2016Greater New York City AreaCommunications, Media, and Entertainment Group
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
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
The Boston Consulting GroupGraphic Specialist
Jun. 2005 - Jun. 2007Developed messaging to win new business through the design of Power Point presentations
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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