Supported portfolio management operations for high-net-worth clients overseeing $750M+ in assets, building automation tools that dramatically reduced manual processing time and improved client communication efficiency.

• Automated segmented client outreach workflows, improving communication efficiency by over 200%
• Built Python scripts and Excel automation to streamline data preparation for portfolio reporting
• Leveraged proprietary C++ software to process quarterly and annual client performance reviews, cutting manual processing time by 50%
• Supported reporting for high-net-worth clients managing $750M+ in combined assets