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Work Background
SO.LAB MediaCEO and Founder
Jan. 2022San Diego, California, United StatesStory-led social media strategy for established businesses ($500K+). Transforming social presences that don't match brand quality into strategic assets that drive qualified inquiries.
Skipton Building SocietyFinancial Analyst
Jan. 2022 - Dec. 2022London, England, United KingdomOperationalise a streamlined financial reporting workflow through developing SOPs, training, and technical framework, gaining adoption and utilisation company wide. - Develop customised reporting by understanding unique business and client needs, defining technical requirements, and building adaptable reporting structures, enabling data-informed decision-making by senior leadership. - Perform comprehensive root causes analysis for a national bank by assessing financial discrepancies, identifying detriment and risk exposure, and developing corrective action plans, optimising the client experience across 50+ cases team-wide. - Drive technology optimisation by building a tactical plan to leverage an existing solution, FE Analytics, to streamline fund research and reporting processes, improving efficiency by over 90% and enhancing data accessibility and accuracy. - Optimise the client experience as a true client advocate staying up to date on fund updates and policy changes, and advising clients on impact and options, becoming a trusted technical partner for fund advisors.
ENSO MatchaEcommerce Manager & Co-Founder
Jan. 2019 - Jan. 2022London, England, United KingdomBuilt a Matcha Tea e-commerce business from product, operational, and financial management to customer experience, becoming a profitable business in the first year. - Created and managed marketing operations including competitive research, brand development, market positioning, pricing structure, website design, and social media strategy, gaining 15K+ Instagram followers. - Cultivated valued vendor relationships through market research, quality selection, relationship development, contract negotiations, and performance management, building a portfolio of 10 suppliers.
PPGPerformance Company Manager
Jan. 2013 - Jan. 2015Ibiza, Balearic Islands, Spain- Built and executed comprehensive event plans including vendor sourcing and management, venue identification, budget administration, people operations, and logistics for private and corporate events. - Provided service excellence through consistent customer communication, urgent collaborative problem solving, and clear expectation setting, ensuring a top-notch customer experience throughout.
Itaú BBAInvestment Banking Trainee
Mar. 2010 - Dec. 2010
Itau BBAEquity Capital Market Analyst
Jan. 2010 - Jan. 2012São Paulo, BrazilPerformed complex financial valuations for diverse business ventures including financial modelling, risk assessment, and data analysis, providing high-quality data insights for both private and public small-cap to large-cap corporations. - Drove business growth by building financial pitch decks, illuminating market opportunity, financial potential, and strategic plans, contributing to securing multiple new strategic clients. - Guided client’s initial public offering experience through education, community engagement, and ongoing performance management, supporting 40+ financial events. - Notable Clients: Petrobas (2010, US$102bn) | Gerdau SA (2011, US$2.6bn) | TIM (2011, US$935m)
Octante CapitalIntern
Nov. 2009 - Feb. 2010
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