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
Summary: Assessed second-chance loan products from across the world and recommended a set of six products to the client that match the needs of their customers.
Finance, Strategy
Location: Bogotá, Colombia
Banking, Finance & Insurance
For-Profit
2019-2020
Daytime
CASE
Summary: Developed an actionable framework for an internal mobility strategy, leveraging extensive primary research and insight generations to identify requirements of a successful strategy and top opportunities for activating improvement.
Human Capital
Location: New York, NY
Banking, Finance & Insurance
For-Profit
2020-2021
Daytime
Strategy
Summary: Developed a business plan for locally-based consumer bank’s small business lending platform, with the goal of increasing annual dollar amount of loans.
Market Research, Marketing Strategy
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2020-2021
Daytime
Strategy
Summary: Made recommendations for M&F Bank to enter digital banking space.
Finance, Strategy, Technology
Location: Durham, NC
Banking, Finance & Insurance
For-Profit
2021-2022
Daytime
Strategy