- Analyzed trading risk processes - business environment changes & operational risk events - to promote efficiencies.
- Boosted efficiency and SLA adherence by 75-80% within trading controls, process improvements implemented by team.
- Developed workflow flowcharts, macro-based trackers, and analytical dashboards using excel, tableau, & PowerBI.
- Led meetings, presentations, and control reviews with IB COO, IB executives/seniors, and key IB/BCM stakeholders.
- Received return offer for the analyst full-time rotational control risk program in Charlotte starting in the summer of 2026.

- Completed projects filtering large data using Excel for vetting 1000+ clients within our voluntary transfer program.
- Filtered and organized large data sets for merger & client transfer projects using Excel & Word mail merge.
- Responsible for developing an internal corporate monthly client retention dashboard using Excel and PowerBi.
- Tasked with creating the national and branch wide P&L model “Snapshot” showcasing revenues & profitability.
- Developed protocol-implemented trade confirmation tracker on Excel as initiative to optimize organization & efficiency and offset scheduling conflicts.

- Analyst to financial advisors at the IA/Investia national corporate branch, managing high net worth client accounts.
- Responsible for responding to inbound calls from clients regarding their investments, maintained a high level evaluation.
- Completed various projects related to updating 600+ clients information within the company database using Excel data manipulation, filtering, and a standardized company procedure.
- Created documents, statements, and conducted form preparation for the advisors to process redemptions, settle estates, and use the most complaint procedure upon withdrawals from registered accounts.
- Prepared excel sheets from large CSV data for clients lists sent for corporate use, utilizing various data manipulation and filtering function commands to segment our client base by geographics, market value, etc…
- Assisted in market research for an advisor’s recommendation to a VIP client’s investment portfolio. Report included a fund breakdown, historical & risk analysis, investment thesis, and comparison to present fund holdings.
- Accepted part-time extension for school term, trained & onboarded new intern prior to position change (20 hours / week).

- 1 of 2 head coordinators responsible for a team of 5 interns, conducting meetings for potential partnerships & equity buyers, and organizing legal foundations to the business plan for a tech start-up along with initial market research.
- In the initial seed stage, conducted housing market research in GTA. Reports included analysis of residential, multi-family, and commercial properties, which identified 5+ potential investment opportunities to pursue.
- Pitched our company to Ontario angel investors and conducted outreach to partner with real estate agents nationwide and landlords. - Created framework for company crowdfunding and equity offerings, and a potential future syndication round.