Major: BBA MIS
Graduation: May 2021
- Business Analyst for a small financial planning startup. Corner Stone capital planning was started as a branch off of Mcadam Financial planning. Michael Scarpatti the founder of Corner Stone work there for 10 years before venturing out to start his own financial planning business. Currently Corner Stone Capital Planning employee four people, the co founders and two full advisors.
- Ran reports on business revenue and projection. As well as expense reports and how the business could cut cost. One major project I was tasked with was a using salesforce to make our own CRM system, I took all of our client data and input into salesforce to gain further insight on our close rate and how the number of calls our advisor made affected it.
- I learned how to work with data, input it into an Excel and then analyze it to project future spending and revenue growth. As well as understanding how important CRM system are to organizing customers data and how the business can best support our consumers.