Summary: Identified successful marketing strategies with a high on-campus presence to increase next-generation financial engagement.
Strategy
Location: Marrimack, NH
Banking, Finance & Insurance
For-Profit
2023-2024
MMS
Strategy
Summary: Developed a framework to measure Scope 4 emissions, along with a Scope 4 Emission model to update calculated emissions impact of for portfolio companies. Develop a comprehensive go-to-market strategy for DG Matrix’s “Power Router” entering the US microgrid <1MW segment, including in-depth market research to identify customer segments, product channels, and potential partners; and B. Evaluate commercial strategies (OEM, licensing, system integration) and identifying a suitable partner ecosystem.
Other
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2023-2024
EMBA
EDGE
Summary: Recommended features for a travel tool designed for Chase Aeroplan cardholders with a focus on increasing card awareness and adoption, reducing attrition rates, and providing travel inspiration
Marketing Strategy, Technology
Location: Wilmington, DE
Banking, Finance & Insurance
For-Profit
2023-2024
Daytime
Strategy
Summary: Identify marketing and business strategies that will help the client generate loan activity in targeted populations as a requirement of the ECIP investment.
Finance, Marketing Strategy, Strategy, Technology
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2022-2023
Daytime
Strategy
Summary: Buildout of a custom, "self-service" portal for SJF portfolio companies to access resources created and provided by the Portfolio Acceleration team.
Operations, Strategy, Technology
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2022-2023
Daytime
I&E
Summary: Conducted a thorough, third-party review of SJF Ventures’ Portfolio Carbon Impact Model to ensure that it is incorporating best-in-class methodologies for measuring carbon mitigation across the growing SJF portfolio.
Market Research, Other, Strategy
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2021-2022
EMBA
Strategy
Summary: Investigated whether a rebased, lower-cost brokerage platform could appeal to non-Fidelity customers with new customer experience and go-to-market approach.
Analytics, Finance, Market Research, Marketing Strategy, Social Media, Strategy, Technology
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2019-2020
MMS
Strategy
Summary: Defined Refinancia’s digital strategy to better interact with their customers and offer them better solutions, better experience and better support.
Operations, Strategy
Location: Bogota, Colombia
Banking, Finance & Insurance
For-Profit
2018-2019
Daytime
CASE
Summary: Helped Camelback Ventures explore alternative funding sources.
Finance
Location: New Orleans, LA
Banking, Finance & Insurance
Non-Profit
2017-2018
Daytime
CASE
Summary: Outlined a brand awareness strategy for a local, minority-owned bank to build relationships with high-value organizations through partnerships and sponsorships as a means to increase access to loans and deposits in the various markets served.
Market Research, Marketing Strategy, Strategy
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2019-2020
Daytime
Strategy