New York, New York, United States
Assisted the president of Prime Capital Financial with wealth and retirement plans, staying updated on financial regulations and industry trends. Utilized financial planning software to track goals, budgeting, and performance of investment portfolios.
Led daily logistics and fulfillment operations for the current portfolio of brand partners. Created detailed guides and operations playbook to help scale operations framework. Developed a proprietary platform to manage all aspects of the supply chain process through order/product delivery for B2B freight orders. Built out the company’s outreach program and framework to organize active leads through Airtable