Sourcing, screening, due diligence, and investing in pre-seed start-ups from Ticino 1-1 mentoring program on VC and venture building

o Operational support, increase in client meetings of 25% o Screened, prepared, and pitched personalized investment proposals for clients with excess liquidity o Learned and presented to the team the useful features of new internal applications which led to significant time savings on a daily basis

o Fund research and portfolio analysis through Bloomberg and Exact o Created a shortcut to use excel information to automatically update the internal database, saving 50% of the time during the account opening process