Designed simulation for Commodity Trading Competition for Fall 2018
Assisted Director of the Department of Finance, Insurance and Real Estate by creating class notes and materials for future students
Supported and trained undergraduate students on the trading floor and with various trading software, including Bloomberg, Interactive Trader, MatLab, Morningstar direct, Thomson Reuters Eikon, Wharton Research Data Services, and Stata
Consulted clients on portfolios ranging from investment sizes of $50,000 to $1.5 million, focusing on portfolio diversification
Generated $3 million per quarter of new assets by developing new clients and strengthening current client relationships
Provided depth and understanding of financial markets and products, advised clients on portfolio management and acted as a total solutions provider to meet client financial needs and goals
Developed and trained on internal standardization of emergency support ticket format such that transition between employees overseeing emergency was uniform
Lead Southeast Asia business development, opening a new office in Kuala Lumpur
Resolved multiple high-risk, high emergency situations, including the 2008 Hurricane Ike and the 2010 Haiti earthquake international crisis
Managed customer relationships, sourcing, negotiation and international logistics for Fortune 500 companies