FINANCE & TECH

Special project execution, deal management, report creation, workflow development, business operations

  • Beta-launched a first-of-its-kind data platform aggregating CRE debt financing comps from the term sheet stage - designed all marketing materials and report templates, aggregated, standardized, and anonymized various data sources together

  • Set up a comprehensive KYC procedure for all Lev-brokered deals - developed a risk scoring model, designed reporting templates, and established workflow

  • Developed business operations procedures, presentations, workflows, marketing materials, compliance strategy, interest rate hedging strategy, etc. required to launch a new direct lending program

    Oversaw the closing of our first 5 loans by managing communications with sponsors, legal counsels, title companies, and other third-party vendors

    Assisted in logistics related to successfully execute the sale of Lev Lending's $8mm loan portfolio of single-tenant net-lease properties

  • Oversaw the testing and implementation of a new trade workflow for European clients - produced a comprehensive guide outlining how to execute each different cross-border trading scenario, and coordinated with operations counterparties in Japan

MARKETING

Marketing campaigns, blog content, website design, social media

  • Developed a strategic workflow with fully customized AI tools to create, edit, and write blog posts that met a specific set of post criteria with defined tone, style, format, and structure

    Regularly produced weekly blog content on Substack with an over 62% open rate

  • Built out and designed the new website for the kids sports center, Superdome Sports - Fairlawn

  • Created a Spotify-style marketing campaign for Lev's top lenders highlighting key financing and relationship metrics from 2022

  • Designed and executed a month-long social media post campaign for Filipino American History Month to feature examples of Filipino American activism in daily posts throughout October

COMMUNITY ORGANIZING

Event planning and management, programming, grant funding

  • Helped to secure a $1.6 million federal grant for the National Federation of Filipino American Associations - New York State Chapter (NaFFAA NY) from U.S. Congress, in order to secure a community center in Queens. This is the largest federal grant ever awarded to a Fi-Am organization in New York state history

  • Planned the weekend of events for the 3rd annual Knicks Filipino American Heritage Night game, in coordination with Madison Square Garden. For the third consective year in a row we were the best-selling heritage night of the year at MSG

  • Organized, planned, and emceed an anti-Asian hate rally in 2023, immediately following the brutal attack against a Filipino American woman and her son in Western Queens

  • Lead the execution of grant requirements to secure over 600 voter pledge from Filipino Americans, by coordinating all tabling logistics, sourcing volunteers, and tracking/cleaning data