I have developed a strong foundation in investment analysis, private equity, and financial services, backed by hands-on experience with Bowman & Fitzhugh Capital. At Bowman, I played a pivotal role in driving strategic initiatives, particularly by supporting the company in achieving FCA authorization. My responsibilities included benchmarking market positions, advising on optimal compliance solutions, and managing the onboarding process to become an Appointed Representative. I also collaborated closely with legal and financial teams to ensure compliance, helping to streamline regulatory processes. In addition, my work in conducting market research, building strategic investment portfolios, and liaising with clients has enhanced my skills in delivering high-impact solutions.
| Period | Title | Company |
|---|---|---|
| Oct 2021 to Dec 2023 | Management Consulting Analyst | Hidden |