Marketing and Operations Associate at Uniphar Clinical (06-2023 – 01-2025)
- Drove 50% of initial revenue through targeted outreach and onboarding clients in regulated settings
- Resolved escalated client requests through proactive communication and timely task prioritization
- Led service delivery by optimizing workflows and coordinating cross-functional teams effectively
- Created SOPs and introduced process improvements to support regulatory and quality standards
Financial Data Intern at Vollers Inc. (06-2021 – 08-2022)
- Analyzed 15+ years of financial and operational data to identify cost savings and guide asset strategy
- Presented findings to senior leadership, supporting $1M+ in asset sales and allocation decisions
- Trained senior staff on new data software through workshops, ensuring seamless firmwide adoption
- Researched ESG initiatives and partnered with compliance teams to support implementation
Business Development Intern at First Alliance Home Mortgage (09-2018 –07-2019)
- Enhanced the firm's online presence to attract and increase inbound loan officer recruitment leads
- Assisted in managing and nurturing client pipelines to support long-term relationship growth
- Provided administrative and operational support to streamline daily workflows across the team
