Davis Query

• Consult on client projects for mid-market Institutional Asset Management and wealth management firms. • Provide relevant trainings on technical solutions and AI tools to assist IAM analysts and portfolio managers, as well as wealth management clients monitor and evaluate investment strategies. Other areas of involvement: • Client Solutions Associate new-hire mentor • Summer Associate mentor

• Handled 50+ client inquires on FactSet’s functions and applications to help clients achieve their financial analysis. • Participated in the implementation for a new enterprise client, in which I onboarded new wealth management users and demonstrated how to leverage FactSet in their workflows. • Evaluated risk indicators to analyze the performance of investment portfolios using FactSet’s portfolio analytics. • Obtained internal Python certification and AI certifications.

• Established new business opportunities and partnerships with US Large Enterprises- in German and English; generated $200k in sales revenue pipeline. • Developed new customer relationships with C-Suite, VP, and Director stakeholders; discovered operational pain points. • Converted 87% of initial discovery calls into sales opportunities; among top 20 sales reps for pipeline generation.

• Established new business opportunities and partnerships with DACH Medium Sized Enterprises - in German and English; generated $155k in sales revenue pipeline. • Developed new customer relationships with C-Suite, VP, and Director stakeholders; discovered operational pain points. • Reviewed DACH companies’ financial statements, reports, and external market environmental factors to develop sales strategy approaches.

• Identified enterprise companies that UserTesting could support in their business objectives. • Initiated new business negotiations with enterprise companies. • Examined, analyzed and qualified inbound prospects; achieved 110% of 2022 Q4 sales targets with closing profit of $277,720.50. • Generated $1.1M in sales pipeline through new business negotiations with enterprise companies. • Participated in sales operations pilot projects; provided full results and analysis reports for management. • Provided cus

Cross-functional member of ThermaFY Group. Operating in a strategic, research, and operations capacity. Our mission: to save the world one home at a time. Created a digital marketing strategy, which was implemented on LinkedIn and increased engagement by 200%. Developed a brand strategy that created more succinct messaging for sales and marketing. Managed and oversaw agile partnership projects with the University of Edinburgh and grant applications.

Worked with a collaborative team for Holibob, a London based travel tech start-up based. Holibob wanted to expand into new emerging markets. Presented and delivered a market research and entry report that included the following: 1) Primary market research; 2) Secondary market research; 3) Market analysis; and 4) Market prioritization and recommendations.

Worked with a collaborative team for Ceiba Software House, a Columbian based SaaS company. Ceiba sought to expand operations into new markets and determine the appropriate entry strategy. Presented and delivered a market entry strategy that outlined: 1)an analysis of the company's capabilities; 2)an environmental analysis; 3)recommended mode of entry; and, 4) other strategic considerations for Ceiba's chosen market.

Conducted market research in the Frankfurt am Main, Hesse region. Composed a market research report based on primary and secondary research in the German market.

Created an organizational plan for achieving project deliverables and delegated tasks to individual group members. In addition I drafted demand letters and complaints in order to collect monies owed to clients.

As a German & Writing tutor I would read and review students' academic essays, written both in English and German, and provide suggestions to improve students academic writing. I also worked with students in one on one meetings in order to helps students achieve their individual academic success in courses. I would host video conferences for conversation groups. I would also provide informational presentations to explain the available CAPS services to students, who were unfamiliar with CAPS.

As a File Clerk & Runner I handled personal, confidential and privileged legal documents for the firm. I also worked several positions simultaneously. First I organized office documents as well as scheduled phone meeting with the attorneys of the firm. I also delivered documents or checks to the Court of Appeals or to individual clients in order to streamline document transfer. I also composed closing letters to clients notifying them that their documents would be closed and shredded, then would prepare fil

Prepared food in a fast-paced environment with a strong emphasis on team work. I would also respond to dissatisfied customers to achieve customer satisfaction by adapting to rapidly shifting conditions to meet customers expectations.

Worked in a customer service industry by transcribing customers orders over the phone. I prepared food in a fast-paced environment with strong emphasis on team work. I would also respond to customers complaints in order to achieve customer satisfaction.

Promoted the business through social media platforms. I would also market at local business establishments in the Albuquerque area.