Vikasini Sundaresan, CAPM

• Processed over 20+ clients’ account requests per day within Morningstar SLA including but not limited to Standing Instructions and account maintenance requests. • Led check alerts queue and processed cases according to industry standards. • Quality assured form updates for accuracy to avoid NIGOs and processing delays. • Pulled Custodian data and consolidated RMD Reports for advisors in a digestible format using Excel. • Provided support on emergency projects whenever needed. • Assisted in DocuSign audits and envelope failures especially during time constraints. • Handled cash raise requests/cases when needed. • Became Chair Lead of the Culture Sub-Committee in Wealth DEI Group • Attended monthly Leads meetings with the Leads of other committees to plan for collaborations and create OKRs for each quarter • Planned “Fireside Chat” to be hosted in Australia with Head of Investment Operations • Assisted in planning Mentor/Menteeship Program to pair mentees with suitable mentors • Led multiple events for Indian ERG – Jai Ho and joined leadership committee. • Interviewed and created Pond posts on employees who celebrate Diwali. • Created and hosted Kahoot about Diwali in the office during celebrations • Hosted a Holi Luncheon to explain goals of the ERG for 2024 • Planned International Yoga Day in the office and had great turnout • Assisted in a Fintech Stretch Project by providing thought partnership as well as organization to the event and learned about Strategic Partnerships • Worked under the Research and Amplification team in Marketing to create Google and LinkedIn ads as well as analyze previous reports and plan upcoming campaigns and implement new workflow processes to improve ad reach • Proactively familiarized myself with new platforms including LinkedIn Campaign Manager, Asana, Wavelength, and Sprinklr, enhancing my project management and communication skills.

- Competed in competitions across the United States in a fusion dance team at Indiana University Bloomington - Led the team to first 1st place trophy in March 2023 - Been in multiple leadership roles ever since Sophomore year until end of Senior Year - Choreographed multiple dances for culture performances as well as 10 minute routines to perform in national level competitions - Placed in various competitions ranging from 1st place to 3rd place - As captain, handled logistics of competitions and of the team for Desi Dance Network (DDN)

- Created financial budget for the upcoming year for the company using previous quarterly and budget reports - Gained knowledge on types of solar products being used and created at the company - Created a presentation on difference of products being sold between solar companies - Gave suggestions on how company’s products could be improved to meet users needs and wants - Compared customer bases from different countries and created a presentation on how companies are selling their products to other countries

- Directly worked on strategic rubrical standards for improving restaurant culture - Ideated and finalized levels of standards for restaurants all over the US - Assisted in Thank You Crew campaign and created a comms plan - Provided thought partnership for Macy’s Day Parade - Created ‘Next Steps’ plan for projects to take them to the next level

- Recruited 20+ home chefs and created sample opening templates for recruitment - Worked on various business case studies - Created a game plan for performance evaluations and management - Came up with an organizational strategy and implemented it for company structure - Formed Mission and Vision statements along with coming up with appropriate core values that deem for the company - Came up with corporate culture to be followed - Created different priorities, concerns, and functionalities for the different departments based on the tasks they carry out

- Led women’s forum project for women speakers and leaders. - Presented Back To Work initiative for women to HR leaders - Came up with different branding ideas for TOI

Aim to work with smaller start-ups and businesses all over the world by providing them with funds and to guide them in the process of their finances through the concept of microfinance.

- Conducted fundraisers to raise money to provide scholarships to underprivileged students at a government school to fund their education

Dean’s List