Dallas-Fort Worth Metroplex
Industry Agnostic Investor
•Responsible for providing insights into a $750 mm loan portfolio •Used Oracle Analytics Cloud to compare and visualize loans performance •Facilitate the Chief Financial Officer and the finance department •Manage over $300 mm portfolio balance monthly •Transform financial data for more than 500 employees •Led the profitability and CECL analysis, assisting the executive management team with their decision making
•Member of the Global Selling Team verifying business and personal backgrounds •Qualifying the right sellers for the North American, Japanese, and Australian marketplace •Aided the Automation process of collecting seller credentials •Building a database with a learning algorithm increasing efficiency by 50% within two quarters. •Identified workflow improvements and aided their implementation in the process.
•Participated in the Private Wealth Management team aiding all sales managers •Build a program to serve Chinese nationals in diversifying their investments •Arranged daily meetings providing market research for review and discussion •Developed a process framework for interns to perform and present market research