Seattle, Washington, United States
Processed and analyzed the past five years of client data to organize and make it searchable. Deep-dived into M&A by researching existing documentation and discussing with mentors. Introduced to investment banking and learned critical terms and phrases to discuss investment banking cohesively.
Interacted with wealth management advisors to gain insight into portfolio management. Learned career growth paths in the wealth management industry.
Worked with ICan Tutoring and taught two middle-school summer math classes of 20 students each. Mentored students with troubles by providing support needed to improve their learning skills. I learned the program materials to improve the students' classroom experience.