!"#$%&&'#()* %,!%"'%(-% $./0123.4 !"#$"%&'() +&' !,- 1/2013 - resenL CllenL and arLnershlp CreaLed sysLems LhaL Lrack and analyze besL pracLlces for acqulrlng cllenLs, and used measured uevelopmenL resulLs Lo plvoL. Also esLabllshed relaLlonshlps wlLh key parLners lncludlng Lhe Chlcago non-roflL Chamber of Commerce and a Councll for Women and MlnorlLy Cwned 8uslnesses. ro[ecL ManagemenL Managed Lechnlcal Leam for Lhe plaLform redeslgn, uLlllzlng P1ML3/CSS3 elemenLs, aL 42 under budgeL. ln charge of markeLlng efforLs, lncreaslng vlslLors by an average of 73 per monLh. Also oversaw Lhe successful developmenL of an appllcaLlon LhaL lnLegraLes smarLphone credlL card swlpes wlLh onllne crowdfundlng campalgns for real-Llme fundralslng. AchlevemenLs CurrenLly nomlnaLed for lamlly 8uslness of Lhe ?ear by Loyola unlverslLy Chlcago. lnvlLed Lo presenL aL 8ullL ln Chlcago's Launch for selecL Chlcago-area sLarL-ups. 56& $7/8/978: &12;791< !"#$%& ()"*+%) ,--.%+#/) 12/2011 - 12/2012 Lfflclency lmprovemenL Successfully oversaw buslness processes and sLreamllned operaLlons for 18 flnanclal advlsors and 3 supporL sLaff ln a branch managlng approxlmaLely $28 ln asseLs and produclng approxlmaLely $13MM ln revenue per year wlLhouL sacrlflclng quallLy. AddlLlonal 1echnlcal erformed duLy of 8ranch 1echnology Llalson by ensurlng Lechnlcal healLh of Lhe branch compuLer, lnLerneL 8esponslblllLy and securlLy sysLems and develop soluLlons for problems as Lhey arose. 56& $7/8/978: &12;791< 0$/)"$ 07/2010 - 12/2011 llnanclal Analysls Analyzed cllenL lnvesLmenL porLfollos and bank sLaLemenLs ln order Lo creaLe flnanclal goal plans used by advlsors for maklng suggesLlons Lo Lhelr hlgh neL-worLh cllenLs, brlnglng ln approxlmaLely $4.3MM ln neL new asseLs. CusLom SysLems CreaLed a nlche markeLlng campalgn, lncludlng a new C8M process, for a $700MM wealLh managemenL uevelopmenL Leam wlLh Lhe goal of aLLracLlng nearly $100MM ln neL new asseLs, and savlng 68 on markeLlng cosLs.
#5>&'=% *%)=%"&3'! "#*%& =1:48 &7CD8 !7 !2@B1<<7@/8: 6.<7/1<< $28412/74A (.%+#1 =.55+//)) 07/2007 - 03/2010 Crganlzed neLworklng evenLs on a budgeL ln order Lo lncrease membershlp of a 70-100 member organlzaLlon CoordlnaLed evenLs ln order Lo promoLe a larger presence on campus and Lhe surroundlng communlLy
'/;1<4D1/4 68/E7/C 8/0 $7/8/978: F82E14< -:.G >+%) ?")-+4)$/ .2 @A)"#/+.$- 07/2007 - 03/2010 Worked wlLh Lhe execuLlve Leam Lo relnsLaLe Lhe club ln order Lo advocaLe knowledge of flnanclal markeLs CbLalned fundlng, lncreased membershlp, and planned neLworklng evenLs beLween sLudenLs and alumnl
'(=%!%(=%(> '('>')>'H%& CreaLor of provlslonal paLenL no. 61/,761,397, lor 8uslness MeLhod and SysLem - Crowd Source lundlng and uevelopmenL of 8elaLed Apl" | llllng uaLe: 2/6/13 1radlng equlLles and long call opLlons ln a personal lnvesLmenL porLfollo slnce 2003, acLlvely follow equlLles markeL 8egularly aLLend symposlums on currenL world evenLs Lhrough Lhe Chlcago Councll on Clobal Affalrs